Billing
13 min
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:
- Navigate to "Billing" from the left sidebar
- Select "Payments & Plans" tab
- View current plan details including:
- Renewal date
- Trial period status
- Payment information
- 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
- Navigate to the "Invoice" tab
- 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
- Regular Usage Monitoring
- Check contact limits before imports
- Monitor email credit usage
- Review billing status monthly
- Subscription Management
- Mark renewal dates in your calendar
- Review usage before plan changes
- Maintain payment method validity
- 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.