Billing

The Billing page centralizes everything related to your organization's finances: credit balance, payment methods, automatic refill, and transaction history. Navigate to it under Organization & Account > Billing in the sidebar.

The page is organized into four tabs:

Overview

The overview gives you a quick snapshot of your billing status:

• Credit Balance — Your current balance, color-coded:
  • Green: healthy balance
  • Amber: balance at zero
  • Red: negative balance
• Add Credits — Purchase credits instantly using a saved payment method or via Stripe checkout
• Current Plan — Shows your active plan name with a link to the Plan & Subscription page
• Default Payment Method — Displays your primary card (brand and last 4 digits), or prompts you to add one
• Auto-Refill Status — Shows whether automatic credit refill is enabled or disabled

Payment Methods

Manage the credit and debit cards saved to your organization.

Card Display

Each saved card shows:

• Card brand (Visa, Mastercard, Amex, etc.) with its logo
• Last 4 digits (e.g., •••• 4242)
• Expiration date (MM/YYYY)
• Default badge if it is the primary method

Actions

• Add Payment Method — Opens Stripe's secure form to register a new card. Card data is stored by Stripe (PCI-DSS certified), never on SipPulse servers.
• Set as Default — Marks a card as the primary method for purchases and auto-refill.
• Delete — Removes a card. If the card is tied to an active auto-refill configuration or subscription, a confirmation dialog explains the dependency and asks you to confirm the removal.

Expired Cards

Expired cards remain visible but cannot be used for auto-refill or new purchases. They are sorted to the bottom of the list.

Boleto Bancário (Brazil)

Organizations with BRL currency can purchase credits via boleto bancário.

1. Click Add Credits in the Overview tab
2. Select Boleto Bancário as the payment method
3. A boleto is generated with a barcode and payment line (linha digitável)
4. Pay the boleto through your bank app or at any payment point

Processing Time

Boleto payments can take 1–3 business days to clear. Credits are added automatically once the payment is confirmed by Stripe.

Limitations

• Available only for organizations with BRL currency
• Boletos have an expiration date — pay before it expires
• Not available for auto-refill (card payments only)

Permissions

Managing payment methods requires the billing:manage permission.

Auto-Refill

Automatically recharge your credit balance when it drops below a threshold.

Configuration

Field	Description	Range
Threshold	Balance level that triggers a recharge	0–10,000 credits
Recharge Amount	Credits added per recharge	1–10,000 (min 5 for BRL)
Max Recharges per Month	Safety cap to prevent runaway charges	1–100
Payment Method	Which saved card to charge	Select from list

Prerequisite

You must have at least one valid (non-expired) payment method to enable auto-refill.

Email Notifications

When enabled, email notifications are sent each time an auto-refill is triggered. You can choose which roles receive the notification:

• Owner — Organization owners
• Admin — Organization administrators

The current month's recharge count is displayed as "Used X of Y" to help you track usage against the monthly cap.

Permissions

Configuring auto-refill requires the billing:manage permission.

Transactions

A complete ledger of all credit movements in your organization.

Table Columns

Column	Description
Date	When the transaction occurred
Source	Transaction origin — Purchased, Auto-Refill, Plan, or System
Description	Details about the transaction
Payment Method	Card used (brand + last 4), or blank for system transactions
Amount	Credit amount (positive for credits, negative for debits)
Status	Completed, Pending, Failed, or Refunded

Filtering

• Date range — Filter by start and end date
• Source — Filter by transaction origin
• Status — Filter by payment status

Actions

• Download Receipt — Available for completed purchase transactions with a receipt ID
• Download Invoice — For transactions processed via Stripe Invoice, download the invoice as a PDF. If the PDF is not yet available, a "PDF unavailable" message is shown

Next Steps

• Plan & Subscription — View your plan limits, features, and pricing
• Dashboard — Monitor current spending and usage
• Roles & Permissions — Understand billing-related permissions