22.21 Company Billing (Viewing Usage for LC Phone/Email/AI)

Purpose:

Provides visibility into your account's usage of billable Close Master services (like LC Phone calls/SMS, LC Email sends, Content AI/Conversation AI usage, Number Validation, Premium Workflow Actions, etc.) that are typically deducted from your Sub-Account Wallet. Allows you to monitor costs and ensure sufficient funds.

Access:

Navigate to Settings → Company Billing.

Key Tabs:

  • Usage Tab: Shows a breakdown of usage for various billable features over a selected period. Displays quantities used (e.g., # SMS segments sent, # call minutes used, # emails sent, # AI words generated) and often the associated rates and total cost per feature. Helps you understand where your usage costs are coming from.
  • Transactions Tab: Shows a ledger of debits (usage charges) and credits (funds added) to your account's Wallet balance.
  • Wallet Balance: Displays the current amount of funds remaining in your Wallet.
  • Manage Wallet / Add Funds: Options to add funds to your Wallet may be available here or handled directly through your billing arrangement with The Close Agency. Maintain a positive balance to avoid interruption of billable services like phone and email.

Review usage periodically to manage costs effectively. Contact The Close Agency if you have questions about specific rates or billing.