Use the Billing usage summary to understand what happened in a billing period before reconciling an invoice.
Open the usage summary
- Open Settings → Billing.
- Find the card for your current plan.
- In Usage summary, select the billing period you want to review.
The plan card shows the active plan and access to Change plan. The usage summary shows the billable activity recorded for the selected period.
Read the comparison
Hellotext can calculate four monthly amounts:
- plan minimum;
- performance fee from attributed revenue;
- SMS costs; and
- variable non-SMS messaging amount.
The Hellotext charge uses only the highest amount. Use the summary to identify which component is leading for the selected period.
Read Pricing model for the complete rule.
Compare the correct period
Choose the same month when comparing Billing with a report or invoice. Keep these differences in mind:
- A recent period can still receive eligible attributed purchases before it is finalized.
- Reports can organize metrics by trigger, send, interaction, or purchase date depending on the report.
- Billing uses the applicable billing period and account currency.
When attribution is the leading amount, use the revenue and source reports to investigate the underlying results rather than comparing unrelated date columns.
Review balance and payment history
The Billing page also shows the business balance and a Payment history control. Select the relevant year and period to review recorded balance activity and charges.
Balance activity and the monthly usage comparison answer different questions:
- Usage explains how the monthly Hellotext amount was determined.
- Payment history explains movements recorded against the business balance.
Review older periods
The usage-period selector can include active and previous plan periods. When the business changed plans, confirm which plan was active in the month being reviewed.
Use the invoice for the finalized billed amount and the usage summary for its operational context.