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Overview

When a client user logs in and navigates to Billing, they see the External Billing page. The page is read-only from the client’s perspective: they can view their plan, track usage, see available add-on packs, and review their payment history. All changes (starting subscriptions, applying packs, marking payments) are done by the agency. The page subtitle reads: “Your current plan, usage, and available add-ons.”

Status banners

Banners appear at the top of the page when there is a billing issue. They are shown in order of severity.

Outstanding balance (soft warning)

Shown when the subscription is Active but there are unpaid amounts that have not yet become overdue:
Outstanding balance “You have an unpaid invoice on your account. Please contact your provider to arrange payment.”
The unpaid amounts by currency are listed below the message.

Payment overdue - access restricted

Shown when the subscription is Past Due:
Payment overdue - access restricted “There is an outstanding payment on your account. Your access and campaigns are paused. Please contact your provider to resolve this.”

Subscription suspended

Shown when the subscription is Blocked:
Subscription suspended “Your subscription has been suspended due to an unpaid balance. Please contact your provider to restore access.”

Current Plan card

The Current Plan card shows the client’s active subscription details. The status badge in the top-right corner shows Active, Past Due, or Blocked with a tooltip explaining what each means:
  • Active - “Subscription is active and in good standing.”
  • Past Due - “Payment is overdue. Your access and campaigns are paused until payment is received.”
  • Blocked - “Grace period has expired. Contact your provider to restore access.”

Pricing grid

Inside the card, a two-column grid shows the plan’s snapshotted values:
LeftRight
Recurring feeAmount + currency + per period
Included minutesNumber of minutes per period (with chat equivalent if applicable)
Overage ratePer-minute rate + currency (with chat equivalent if applicable)

Billing period

At the bottom of the card: “Billing period:

Usage This Period card

Appears alongside the Current Plan card. Shows the client’s consumption for the current billing period.

Included minutes

A progress bar with the label:
{used} used · {remaining} remaining
Below the bar: {used} / {limit} minutes If chat is enabled, a chat-equivalent line is shown in blue: ≈ {used} / {total} chats

Add-on balance

Shown only when the balance is greater than zero:
Add-on balance    {N} minutes

Billable usage

Shown only when billable minutes have accrued (minutes used beyond included + wallet, with a per-minute rate):
Billable usage    {N} minutes

Period note

At the bottom: “Period: If there is no usage recorded yet: “No usage recorded yet.”

Available Add-On Packs

Appears only when the subscription plan has Add-on packs · On and the agency has assigned at least one pack. Heading: Available Add-On Packs Sub-heading: “Contact your provider to purchase any of these add-on packs.” Each pack is shown as a card with:
  • Pack name
  • Description (if set)
  • Price and currency
  • Number of minutes
Clients cannot purchase packs directly from their portal - they contact the agency, and the agency applies the pack from the admin view.

Payment requests table

At the bottom of the page, a table titled Payment requests shows all charges. The description reads:
“Invoices and charges for your plan and add-ons. Contact your provider to pay or if you have questions. Use the info icon next to status for due dates and grace details.”

Columns

ColumnWhat it shows
CreatedDate and time the request was created, plus last updated time
RequestType (Cycle or Pack) badge, Kind (Recurring or Usage) badge, subscription name, canceled-sub badge if applicable, line item summary, period covered
Product / packThe billing plan or add-on pack name the request is for
AmountThe charge amount
Due & paidDue date; “Grace until ” for cycle requests; paid date once paid
StatusBadge (Pending, Paid, Overdue, Failed, Canceled) with an info tooltip

Status info tooltip

Clicking the info (i) icon next to any status opens a tooltip with:
  • A plain-English explanation of what the status means.
  • The Due date.
  • The Grace ends date (for Cycle requests only). For Pack requests: “Grace periods apply to subscription cycle charges, not add-on pack purchases.”