The Billing page is located inside of Settings menu where you'll be able to find and manage all about following:
your subscription Plan and Usage
from where you'd be able to upgrade, downgrade or cancel account
SMS usage and remaining credits available in your wallet
See all information about subscription changes on the Invoices tab
Download all of your subscription Invoices, and set Payment Methods
Important Notes
Billing page is accessible to Super Admin roles only.
Plan and Usage tab
Navigate to Settings → Billing and let's get the ball rolling.
Subscription plan pane
Subscription plan pane
Information you'll be able to see in this pane are:
Current subscription plan you're on → Startup, Business or Enterprise
Billing cycle → Monthly or Yearly
Number of seats → Used number of seats / Total number of seats available
Next charge → Upcoming payment amount and date of the upcoming charge
Additionally, on the right side of the screen you'll have additional buttons for:
Viewing all subscription plans
New window will open showing price and feature breakdown for each plan.
You will be able to see your current plan, upgrade or downgrade by selecting any other subscription plan
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.
SMS Usage and Credits
SMS Usage and Credits
This pane is solely showing text message (SMS) usage and costs, and you'll be able to:
See number of SMS sent
during the month
counter will reset every month
See credits used for sending SMS so far in USD
for the month
counter will reset every month
See remaining credits that you added to your wallet in USD
Switch toggle button for turning credit card auto-recharge for SMS usage
ON or OFF
if you're using SMS reminders, it's highly recommendable to turn it ON
in order to prevent SMS to be sent out)
See Date when SMS counter is going to restart
Buy credits to top up your SMS wallet with additional funds
A popup window will open for you to enter the amount you wish to dedicate for SMS usage
The amount added can be between $10 and $200
Important notes
SMS feature can be turned on in Event Builder → Notifications for a specific event (accessible from Events page → Edit event or Create new event).
Permissions for turning SMS reminders "ON" are given to Super Admin only or if a user is given Complete Event settings.
Buying Credits
Once you click on the "Buy credits" button, new window will pop up for you to:
Enter the amount you wish to add to SMS wallet
Amount added can be between $10 and $200
Select Payment Method
You can choose from already added credit cards for subscription payments
or to add a new card.
We will deduct the entered amount and reserve it for SMS usage only.
Important Notes
If there is no balance in SMS wallet available, text messages will stop sending.
Make sure your wallet has sufficient funds always to avoid service interruptions.
Turning auto-recharge ON
Once you click the toggle button for turning on wallet auto-recharge, you'll be able to:
Set threshold that will trigger auto-charge
minimum $10, maximum $100
Enter amount that will charge your credit card and add to SMS wallet
minimum $10, maximum $100
How are SMS counted and costs calculated
How are SMS counted and costs calculated
SMS text messages format consists out of message segments (parts), where each segment contains usually up to 160 characters.
Price cost of the SMS will be applied to message segments (parts), not per message written in the SMS Body. Therefore, we advise you to keep messages as short as possible, maximum up to two message segments (parts).
Number of characters for the Predefined template provided by iClosed in Notifications section is estimated to more than 160 characters (two message segments), which means, the cost of every reminder sent out will be doubled.
Number of characters may vary, depending of the information pulled from Event variables (Merge fields) added to the text message body.
Learn more
iClosed uses a third-party service to send SMS messages to leads, and the cost of each SMS varies depending on the region.
Check out segment price for the countries where you're utilizing SMS here.
Invoices tab
Payment method
Payment method
Payment method pane will show all credit cards used for subscription or SMS wallet payments. The one selected as the default one for subscription payments will have blue checkmark next to the last for digits.
You can always add new credit card by clicking on the "Add New" button and new window will pop up where you'd be able to add:
Credit card number
Expiry date
CVV
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.
Billing history
Billing history
Here's the log with all subscription payment transactions, where you'll be able to:
See last payment date
Amount charged for the subscription
Payment transaction type (e.g. Subscription plan purchased, if renewed for yearly plans, etc...)
The most important piece is the "Download invoice" button, for accessing every subscription transaction invoice, so you can store it or send to your accountant.
Can I download invoices for SMS (text messages) costs?
iClosed team is driven by the desire to keep improving your favorite scheduler and the app in general, but unfortunately downloading invoices for text message costs is something that we don't have available yet.
But, it is one of the top priorities on our Product improvement list, and you can expect to have this option live soon. Until we have it released, please reach out to our Support team via chat button in the bottom right of your screen and we will send you screenshots of the SMS costs.