Use the Billing Usage summary to understand what happened in a billing period before reconciling an invoice.
Open the usage summary
- Open Settings → Billing.
- Find the card for your current plan.
- In Usage summary, select the billing period you want to review.
The first card shows the active plan, the monthly amount calculated so far, and Change My Plan. In the fictional account, Grow remains the highest amount even though attributed sales and messages have been recorded.
The second card separates attributed sales from their fee and shows SMS and other message counts and costs. Use its period selector to choose an available month. The figures are fictional: $8,400 in attributed sales produces a $252 fee at 3%; 80 SMS messages with 88 segments cost $12, and 1,250 messages on other channels produce $2 under the illustrated bucket.
Read the comparison
Hellotext can calculate four monthly amounts:
- plan minimum;
- performance fee from attributed revenue;
- SMS costs; and
- variable non-SMS messaging amount.
The Hellotext charge uses only the highest amount, rather than adding those four components. Compare the amount on the plan card with the monetary rows in Usage summary; sales and message counts provide context but are not additional charges.
Read Pricing model for the complete rule.
Compare the correct period
Choose the same month when comparing Billing with a report or invoice. Keep these differences in mind:
- A recent period can still receive eligible attributed purchases before it is finalized.
- Reports can organize metrics by trigger, send, interaction, or purchase date depending on the report.
- Billing uses the applicable billing period and account currency.
When attribution is the leading amount, use the revenue and source reports to investigate the underlying results rather than comparing unrelated date columns.
Review balance and payment history
The Billing page also shows the business balance when applicable and a Payment history control. Open it and use Select month to review movements for the selected month and year.
Balance activity and the monthly usage comparison answer different questions:
- Usage explains how the monthly Hellotext amount was determined.
- Payment history explains movements recorded against the business balance.
Review older periods
The selector shows the active plan period and earlier periods that are available. When the business changed plans, confirm which plan was active in the month being reviewed.
Use the invoice for the finalized billed amount and the usage summary for its operational context.