Usage Billing and Re-Billing

With the new release on Wednesday, July 2nd, we have unlocked many of the screens for usage billing and re-billing! What this means for you:

You can now attach your personal/business Stripe account to CloseBot for re-billing purposes (so we can bill on your behalf). To do this go to Settings -> Agency -> Rebilling and :

This will bring up the Stripe connect flow:

With that set up, you can now set the re-bill rate for clients under the Rebilling tab. Once that is set up, you will be able to turn on re-billing on a source by source basis! To do this, go to a the sources page, click the three dots on a source you want to re-bill, and select :

Under the tab, you can find the option to turn on Re-Billing:

After enabling, press the button, this will start the work on our end to create a new customer in your Stripe. When completed, you can choose to open the settings again to set payment methods or buy credits, or save those steps for the client if they are paying for a seat. It will look like this for either of you:

With this view, either you or your clients can add payment methods and set auto reload rates.

While you won't have access to re-billing, the wallet page has had some updates too so you can put in new cards, and put in auto reload balances to enable overbilling if you would like (a billing option available if you go over your monthly limits). Overbilling is only available for responses, and each response will be billed at 2x the rate of your prepaid per-response cost ($0.08 per message on a free account):

We have also added a transaction table to help you navigate transactions for your organization:

Many new changes with this update! We will be watching the new billing items closely but if you find something that could be an error please hop into support and let us know!