Understand Your Billing with the Billing Overview

Who has access to this feature?

📍 Available on: All Plans

👤 Access level: Master Account Users Only

 

The Billing Overview page displays your account's balance, plan, recent charges, and recent payments. This is the first place to check when you want to understand your billing activity at a glance.

View the Billing Overview Page

To view the Billing Overview page:

  1. Access the Master Account Settings and go to Billing.
  2. Click 'Overview'.

Account Balance & Auto Funding

Your Account Balance shows the total available funds in your WhatConverts account. It consists of the Current Balance, Paid Balance, and Included Usage.

To learn more about your Account Balance, see Manage Your Balance.

Auto Funding automatically adds funds to your account when the balance falls below a specific threshold.

To learn more about Auto Funding, see Add Funds Automatically with Auto Funding.

Plan Information

The Plan Information section displays the name of your account, plan type, renewal date, and monthly payment amount.

To learn more about WhatConverts Plans, see Understand WhatConverts Plans.

Most Recent Charges

The Most Recent Charges section shows you the recent charges in your Master Account, including those from leads, tracking numbers, and other services.

To learn more about your charges, see View All Charges.

Most Recent Payments

The Most Recent Payments section shows you the recent payments in your Master Account, including payments for account renewals, manually added funds, and auto funding.

To learn more about your payments, see View Your Payment History.

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