The Billing page is located in the Workspace Settings menu where you can find and manage all about:

Subscription plan & payment methods - View your current subscription plan, price per seat, billing cycle, and next billing date.
Seats usage - Track how many seats are available, used, and included in your plan
Credits - View your available and used credits for SMS & Data Intelligence features
Transaction history - Review all past transactions, including subscriptions and credit purchases.

Important Notes

Billing page is accessible to Super Admin roles only, but only Account owner can manage Billing.

Subscription plan & payment methods

Navigate to Settings → Billing to start:

This section provides an overview of your active subscription and the payment methods used for billing. It allows workspace owners and admins to manage how the account is billed and how payments are processed.

Subscription plan section

View your current plan, including price per seat and billing frequency.
See your billing cycle (monthly, quarterly, or yearly) and the next renewal date
Check the total amount due, calculated based on the number of active seats
Upgrade/Downgrade subscription options when available
Cancel the subscription

Important Notes

Price per seat is defined by your subscription plan. Every active seat is included in billing, regardless of the user’s role or permissions.

Upgrade / Switch to yearly

to upgrade from Monthly to Yearly payment occurrence.
New window will open, showing all upgrade details, from which you'll need to confirm upgrade and make payment

Manage Seats

would lead you to Settings → User Management tab
From where you'd be able to add/remove users

Three dots button

Will show you additional billing options, such as cancel account

Learn more

Kindly note that you can upgrade or downgrade, or even change between monthly and yearly, at any time during the current billing cycle.

iClosed will calculate prorated charges and issue additional upgrade cost for you to pay or keep the prorated funds on your file for the upcoming invoice in case you downgrade.

Check out all you need to know about How subscription plan upgrades and switching between plans works.

Payment methods

View the primary payment method used for subscription renewals and credit purchases.
Add a new payment method at any time.
All charges, including subscription renewals and credit top-ups, are processed using the selected payment method.

Important Notes

Kindly note that a temporary $1 authorization charge will be applied, and almost immediately automatically refunded.

This is a standard Stripe procedure for storing information whenever new credit cards are being added.

Usage

The Usage section gives you a real-time overview of how your workspace resources are being consumed. It helps you track capacity, avoid interruptions, and make informed decisions about scaling your plan. It includes:

Seats usage - Shows total seats included in your subscription
(affects subscription billing)
Credits usage - Shows available, used, and total credits
(pay per use features)

Seats usage

The Seats usage section gives you a clear overview of how many user seats are included in your current subscription plan and how many are actively in use.

Total seats included in your plan
Used seats (active users in your workspace)
Available seats that can be assigned without additional charges

Additional options are:

Manage seats - takes you directly to User Management, where you can:
- View all workspace users
- Update user roles and permissions
- Remove users to free up seats or downgrade plan in terms of number of seats
Add Users allows you to invite new team members by email
- Assign a role (e.g. Closer, Setter, Admin) and optionally a team
- If you have available seats, users can be added without additional cost
- If no seats are available, you’ll be prompted to upgrade or add seats via your subscription

Important Notes

Seats added during an active billing cycle are charged on a pro-rated basis.

The same pro-rated pricing applies when you upgrade your subscription plan, so you only pay for the remaining time in the current cycle (Learn more about pro-rated charges here).

Credits usage

Credits power SMS and all Data Intelligence features in iClosed, such as Email Validation, Phone Validation, Credit Score checks, and DTI calculations.

From the Credits card, you can:

See your available vs. used credits at a glance
Buy additional credits instantly when needed
Enable Auto-Recharge to prevent interruptions when credits reach zero

Buying Credits

Navigate to Settings → Billing to start.

Click on the Buy Credits button
A new window will show for a user to select:
a. Options for selecting payment method or
b. Adding new payment method
Select number of credits you’d like to buy (min is 100 credits = $20) or select any of the bundles:
- 500 credits = $100
- 1,000 credits = $200
- 2,000 credits = $400
- 5,000 credits = $1,000
Confirm & Buy credits to proceed

Pro Tips

We recommend enabling automatic credits recharge to keep your credits balance topped up at all times, to avoid SMS messages from failing and preventing Data Intelligence features to stop.

All you need to do is to define minimum credits thresholds and amount of credits you’d like to recharge your wallet with.

View Usage

Click View Usage to open the Credits usage page, where you can:

See a usage breakdown per feature
Review credits cost per use
Track credits consumed per feature
Filter usage by date range

For detailed logs, click into any feature listed (SMS, Email Validation, Phone Validation, Credit Check, DTI).

Each feature has its own dedicated logs, showing individual actions, timestamps, and credits consumed. This gives you full transparency and precise control over how credits are used across your workspace.

Learn more all about Credits here.

Transactions

The Transaction history section gives you a complete record of all billing-related activity in your workspace. Here you can:

View subscription renewals and credit purchases
See transaction dates, amounts, and payment methods
Check the status of each transaction (e.g. Paid)
Download invoices for accounting and record-keeping

This section provides full transparency into how and when charges are applied to your account, making it easy to track expenses and manage billing documentation.