Open Billing from Admin
After onboarding, ongoing self-serve account management happens in Admin > Billing. This is the main workspace for reviewing credits, seats, subscription status, invoices, payment methods, and recent billing activity.
Non-admin users can still navigate the app, but they do not get the same billing controls. When a billing block appears, they are told to contact their organization administrator.
Review your credit balance
The Credit balance section shows what is currently available, what is pending payment, any overage balance, and the next refresh date.
Use this section to answer the most common questions first:
How many credits are available right now
Whether a top-up is still pending payment
Whether an overage balance has accumulated
When the next scheduled refresh arrives
Track usage before you buy more
The Credit usage section helps admins review billed usage before they buy more seats or credits. The current UI supports Day, Week, and Month views, a metric toggle for Credits or Credit Cost Equivalent (USD), a project-action breakdown table, and a Usage events table you can use to review activity by project, user, workflow, and analysis target.
Use the project-action breakdown when you want to see which projects are driving spend and how that spend splits across Charts, Search, Process, Andy, Tables, Opportunities, or Unattributed work.
Use the Usage events table when you want row-level detail. Search and filters let you narrow the table to the slice you care about, and the footer updates with filtered totals, unique user counts, and unique project counts so you can summarize the selected window without exporting it first.
Purchase credits when you need more balance
Admins can purchase credits from Billing. Depending on the purchase result, the change may complete right away or create an invoice that must be paid in Stripe before the credits become available.
If a top-up is pending payment, the balance area will show that pending amount and other billing changes may stay locked until the invoice is settled.
If the organization is already out of trial credits, Billing does not keep the normal top-up path active. It moves you into the subscription flow instead.
Manage seats from the same page
The Seats section shows how many seats are filled, how many are paid, and whether any seat purchase is still pending payment.
What you can do depends on the current state:
During the trial, the main seat action is Add trial seats. Adding trial seats is free, but the seats will convert to paid seats upon trial expiration.
On a paid self-serve plan, the main seat action is Purchase seats.
If a seat invoice is still open, additional self-serve billing changes are blocked until payment is complete. If you need to reduce seats, contact [email protected].
Manage the subscription and invoices
The Subscription section shows the active plan, renewal timing, and any scheduled plan change. Use Manage subscription to move to a paid plan, schedule a change, or cancel a scheduled change when that option is available.
During the trial:
You can choose a paid plan earlier instead of waiting for the end of the trial.
The paid change may require invoice payment before it takes effect.
Trial cancellation is immediate.
The Invoices and Payment sections give you direct Stripe entry points such as Pay open invoice, View in Stripe, and Manage in Stripe.
Configure auto-refill after you subscribe
The Credit auto-refill section lets you keep a floor under your balance by setting a threshold and target. In the standard admin billing page, this section is hidden while you are still on the trial tier and becomes relevant after the organization is on a paid self-serve plan.
If a billing invoice is pending, the settings can stay locked until payment is resolved.
How payment failure is handled
Payment recovery
If a payment fails or no chargeable payment method is on file, &AI keeps navigation available but blocks credit-consuming actions. Admins and owners see a banner with Go to billing, while non-admin users are told to contact their administrator.
Know what clears a billing block
For payment-recovery issues, the organization must have a chargeable payment method on file and any required invoice settlement must complete before the block clears.
Once billing is healthy again, normal credit-balance checks apply and the blocked credit-consuming actions become available again.