In this chapter, you will learn how to manage billing, ensuring the smooth operation of various teams within your organization. This involves handling add-ons, managing user seats and teams, and overseeing token allocations. By navigating to the "Billing" tab in the settings section, you can view and manage aspects of your billing, such as subscriptions, payment methods, and invoices. You will also learn how to set up token allocations, track token usage, and effectively manage financial responsibilities to maintain accuracy across your organization.

Estimated Learning Time: 12 min

General Billing Settings

Your general billing settings allow you to view and manage your subscription, payment methods, and invoices. Adding a payment method requires an active credit card, billing address, and valid email address. The billing section also provides access to current and past invoices, including detailed breakdowns of costs and any prorations due to mid-cycle changes. By clicking the “See Breakdown” button, you can view a detailed financial summary for each team or branch. Exportable summaries of charges are available by selecting the "Download Snapshot" option. These steps help ensure transparency in your organization’s financial operations.

Tokens Settings

*Update: Admins now have the ability to establish a "Billing Token Threshold." By doing so, you will receive a notification when your total token pool meets or exceeds this threshold. Tokens are pooled at the team level. For Admins, your total token pool includes your individual seat amount and the seats of every user under you. If your teams' token balances start to run low, it will be reflected in your total token pool balance, visible in the top left corner of your screen.

In the Billing tab, you can see a breakdown of your total monthly tokens and add additional tokens with a one time purchase. One time purchases of tokens can be acquired for periods of increased activity. The Historical Token Usage feature allows Admins to track token consumption over different periods and filter by team and user. At the bottom of the page, you can establish Token Allocation Templates for recurring monthly allocations based on team needs. The Billing portal provides comprehensive management and oversight of token allocation and usage, ensuring effective resource distribution across the organization.

Adding / Removing Seats & Teams

A key responsibility for Admins is managing team seats and teams in Bonzo. In the "Teams" tab, you can view the total number of seats available versus the total number used. To add additional seats, you must first purchase them via the "Users" tab under the "Management" dropdown or the "Addons" tab under "Settings." After purchasing seats, you can assign them to users. It’s crucial to remove seats if users leave to avoid unnecessary charges. Managing teams follows a similar process, where additional teams can be purchased and team details established. After creating a team, assign Team Leads and Members accordingly. Inactive teams without users can be identified and deleted using the filter dropdown. These steps help ensure efficient operations and cost management within your organization.

Adding / Removing Add-ons

*Update: Admins can filter by Add-ons in the "Users" page found in the "General" navigation tab. This allows you to quickly find users within your organization who have been granted access to add-on features and to quickly make changes if necessary.

Addons enhance the platform’s capabilities with features such as pipelines, IVR, Reputation IQ, Local Presence, and Bonzo Legends. To manage add-ons, navigate to the “Add-ons” page under your “Company” tab. First, purchase the desired addons, then apply them to specific user. Use the "Users" or "Teams" tab to assign or remove addons as needed. If a user leaves the organization, remove their associated addons to avoid unnecessary charges. By effectively managing add-ons, Admins can provide necessary resources while maintaining budgetary control, optimizing resource allocation, and ensuring financial efficiency across the organization.

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