Overview
The Credits & Billing page provides a centralized view of your available credits, billing information, credit usage, allocations, and invoices. From this page, you can purchase additional credits, redeem promotional codes, review your credit balance over time, allocate credits to team members, and access your invoice history.
Team Credit Balance
The Team Credit Balance section displays the number of credits currently available to your organization.
The balance includes:
- Available Credits – Credits remaining for processing.
- Total Credits – The total number of credits assigned to your account.
- Usage Indicator – A visual representation of available and used credits.
Credits are consumed as Protect processing jobs are completed.
To purchase additional credits, select Buy Credits.
Credit Usage
Credits are used in the order displayed within your account.
Monitoring your available balance helps ensure you have sufficient credits before uploading new files.
Redeeming a Promo Code
If you have a promotional code, select Redeem It.
Enter your promo code when prompted to apply eligible promotional credits or offers to your account.
Billing Summary
The Billing Summary provides an overview of your current subscription.
Information displayed includes:
- Current billing plan
- Plan type
- Upgrade options
If you are currently using an On Demand plan, you can select Explore Plans to review available subscription options that may offer lower pricing per credit.
Credit Ledger
The Credit Ledger displays your team's daily ending credit balance over time.
Use this chart to:
- Monitor credit consumption.
- Review historical credit balances.
- Track overall account usage.
You can filter the chart by user when applicable.
Select the Export button to download the credit ledger data.
Credit Allocation
The Credit Allocation section displays how credits are distributed across your organization.
For each user, you'll see:
- User name
- Allocated credits
If your account supports credit management, select Allocate Credits to assign or adjust credit allocations for team members.
Invoices
The Invoices section provides access to your billing history.
Available tools include:
- Date range filter
- Invoice status filter
- Sorting options
- Search
Each invoice entry displays:
| Column | Description |
| Invoice # | Unique invoice number. |
| Issue Date | Date the invoice was generated. |
| Status | Current payment status. |
| Amount | Total invoice amount. |
| View | Opens the invoice for review or download. |
If no invoices match the selected filters, a message is displayed indicating that no results were found.
Typical Workflow
A common billing workflow is:
- Review your available credit balance.
- Purchase additional credits if needed.
- Monitor credit usage using the Credit Ledger.
- Allocate credits to team members, if applicable.
- Review invoices or download billing records when needed.
Tips
- Check your available credits before uploading large files.
- Review the Credit Ledger periodically to monitor credit consumption trends.
- Use invoice filters to quickly locate billing records.
- Consider upgrading to a monthly plan if your organization processes files regularly.
- Redeem promotional codes promptly, as some offers may have expiration dates.
Related Pages
- Dashboard
- Reporting
- Plans & Pricing
- Managing Protect Files