Managing Billing

Billing Page Layout

The billing page at Settings > Billing (page title: "Plans and Billing") contains three panels:

1. Invoice Management — View and pay invoices
2. Payment Methods — Add, remove, and set default payment methods
3. Plans and Billing — Current plan details, usage settings, and available plans

Invoices

Viewing Invoices

The Invoice Management panel shows all organization invoices in a collapsible table:

Select invoices with checkboxes in the leftmost column for bulk actions.

Invoice Statuses

Paying Invoices

• Single invoice: Click Pay on the invoice row
• Multiple invoices: Select invoices with checkboxes, then click Pay Selected
• All outstanding: Use the outstanding invoices banner to pay all at once

Downloading Invoices

• PDF download: Click the download icon to open the Stripe-hosted PDF
• View on Stripe: Click the document icon to open the full Stripe invoice page

Payment Methods

The Payment Methods panel lets you manage cards on file:

• View stored cards (brand, last 4 digits, expiration)
• Add new payment methods via Stripe's secure form
• Remove payment methods
• Set a default payment method

Usage Overages

Available on paid plans only. Find the Usage Settings section on the billing page.

Allow Usage Overages Toggle

• Enabled: Your organization can exceed its included evaluated-account count. Additional accounts scored beyond the plan limit are billed at the per-account overage rate on the next invoice.
• Disabled (default): Scoring is blocked once the included account count is reached. No additional charges.

Click View Overage Costs to see the legacy per-unit overage rates configured for your plan — only rates that are above zero are listed. On current account-based plans, all legacy per-unit rates (per signal, per lead, per evaluation, per model refinement) are set to zero, so the modal shows "No overage costs are configured for your current plan." The per-evaluated-account overage rate is not itemized in this modal. To see your per-account overage estimate, go to Settings > Usage — the Evaluated Accounts meter shows your current count against the plan limit and, when overages are enabled, an inline estimate of the charges for the period.

How Overage Charges Are Calculated

Overage charges are based on the evaluated-account count at invoice time. When an invoice is generated:

1. TrailSpark counts the distinct business-domain accounts scored during the billing period
2. That count is frozen on the invoice — it does not change after billing
3. Any accounts beyond your plan's included count are charged at the per-account overage rate

Personal-domain contacts (Gmail, Yahoo, Outlook, and similar) are excluded from the count and never contribute to overage charges.

Canceling Your Subscription

1. Go to Settings > Billing
2. Click Downgrade on the Free plan (or any lower plan)
3. Confirm the cancellation

Your current plan remains active until the end of the billing period, then converts to the target plan (or Free).

To reverse a scheduled cancellation, click Keep Current Plan on the scheduled change banner.

Failed Payments

If a payment fails:

• The invoice shows a Failed status
• Click Pay to retry with the card on file
• Add or update your payment method if needed

Resolve failed payments promptly to maintain service access.

Permissions

Only Owner or Admin roles can access billing settings.

Next Steps

• Plans Overview — Compare plan tiers and the evaluated-account model
• Upgrading Plans — Change your subscription
• Usage Tracking — Monitor your evaluated-account count this period