Billing

13min

I'll create detailed documentation for FirstSales.io's billing and subscription management system based on the screenshots provided.

FirstSales.io Billing and Subscription Documentation

Overview

This documentation provides comprehensive guidance on managing your FirstSales.io subscription, understanding billing components, and monitoring usage limits for optimal platform utilization.

1. Plan Management

Managing Your Subscription

To manage your subscription:

  1. Navigate to "Billing" from the left sidebar
  2. Select "Payments & Plans" tab
  3. View current plan details including:
    • Renewal date
    • Trial period status
    • Payment information
  4. Use "Cancel Subscription" button to terminate service

2. Usage Tracking

Monitoring Resource Usage

Access usage statistics through the "Usage And Limits" tab:

Usage Best Practices

  • Regularly monitor usage metrics
  • Plan contact uploads to avoid limit breaches
  • Schedule email campaigns considering credit availability
  • Review usage before large-scale operations

3. Invoice Management

Accessing Invoices

  1. Navigate to the "Invoice" tab
  2. View comprehensive invoice list containing:
    • Payment ID
    • Amount
    • Currency
    • Status
    • Creation date

Invoice Features

  • Filter Options:
    • Time period selection
    • Status filtering
    • Custom search capabilities
  • Payment Status Tracking:
    • Paid
    • Pending
    • Failed
  • Currency: Displayed in USD
  • Action Items: View detailed invoice information

Invoice History

  • Chronological listing of all transactions
  • Detailed payment records
  • Downloadable invoice documents

4. Subscription History

Tracking Subscription Changes

Access subscription history through the dedicated tab to view:

  • Subscription ID
  • Plan details
  • Status changes
  • Renewal dates
  • Creation timestamps

Key Information Displayed

  • Subscription ID: Unique identifier (e.g., 786997)
  • Plan Details: Current plan name and type
  • Status: Current subscription status (e.g., On_trial)
  • Renewal Date: Next billing cycle date
  • Created At: Initial subscription date

Technical Support

For billing-related assistance:

  • Click "Book a demo call" for personalized support
  • Access Knowledge base for self-help resources
  • Contact Support team through the dedicated portal

Best Practices

  1. Regular Usage Monitoring
    • Check contact limits before imports
    • Monitor email credit usage
    • Review billing status monthly
  2. Subscription Management
    • Mark renewal dates in your calendar
    • Review usage before plan changes
    • Maintain payment method validity
  3. Invoice Organization
    • Download and store invoices monthly
    • Review charges regularly
    • Maintain payment records

This documentation will be kept updated as features and functionalities evolve. For the latest information, please refer to the FirstSales.io knowledge base or contact support.

Updated 01 Dec 2024
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