Plan, billing & credits

Billing shows your plan, invoices and payment method; Credit history shows every credit used and refunded. Only account owners can change billing.

Try it on the real dashboardDemo account · sample data · nothing you do here is saved or charged

Billing: plan, invoices, invoice emails (with a CC).
Credit history: every charge and refund, by source.
Change, pause or cancel the plan from Billing (owners only). A cancelled plan stays usable until the end of the period you paid for, and you can restart it before then.

Try it on the real dashboardDemo account · sample data · nothing you do here is saved or charged

Every control on this screen

Every button, field and switch, with what it does.

Billing & plan · 109 controlsNeeds: billing

Invoice emails card	Shows information
Invoice emails switch	Switch · saves by itself
CC (optional)	Text box
Save (invoice emails)	Button · changes your account
Change recipients (invoice emails)	Shows information	shows once the switch is on
Send invoices to	Text box	empty = the account owner
Cancel (invoice emails)	Shows information
Plan status (Active / Payment issue / Cancels / Paused)	Shows information
Account suspended — payment required	Shows information
Pay outstanding invoice →	Opens a panel or page
+ Add new card → (suspended banner)	Opens a panel or page
Contact support (suspended banner)	Shows information
Payment failed — action required	Shows information
Pay now → (payment failed banner)	Opens a panel or page
Update payment method → (opens the Stripe portal)	Opens a panel or page
Update card (opens the Stripe portal)	Opens a panel or page
Subscription paused banner	Shows information
▶ Unpause now →	Opens a panel or page	restarts billingAccount owner only
Plan change scheduled banner	Shows information
✕ Cancel scheduled change	Button · changes your account	acts on one click, no confirm step
Cancels on <date> banner	Shows information
↩ Reactivate subscription → (banner)	Opens a panel or page	restarts billing
Plan card (tier, leads/mo, price, customer since)	Shows information
Usage this period (left, reset date)	Shows information
Rollover leads left	Shows information
What happens when my leads run out (auto top-up note)	Shows information
Switch to annual and save	Shows information	?annual=1 scrolls to it; also on /upgrade when changing plan
Switch to annual	Opens a panel or page
Confirm — pay $X/year	Opens a panel or page	charges now
Cancel (switch to annual)	Shows information
You are on annual billing	Shows information
Done (annual switch)	Shows information
Rollover leads card (buy one-off leads)	Shows information	also on the upgrade success screen
Buy one-off rollover leads	Opens a panel or page
100 / 250 / 500 / 1,000 leads	Opens a panel or page
Rollover leads to add now	Opens a panel or page
Buy N credits for $X	Opens a panel or page	charged now, non-refundable
Cancel (buy leads)	Shows information
Auto top-up card	Shows information
Auto top-up switch	Switch · saves by itself	off saves at once; on with no pack opens the edit form
Edit (auto top-up)	Shows information	only shown while auto top-up is on
Leads to add each time (presets)	Button · changes your account
Leads to add each time you run out	Text box
Monthly spend limit: Recommended	Button · changes your account
Monthly spend limit: Extra headroom	Button · changes your account
Monthly spend limit: No limit	Button · changes your account
Monthly spend limit (USD)	Text box	never below the plan price; empty = no limit
Save / Turn on (auto top-up)	Button · changes your account
Cancel (auto top-up)	Shows information
Spent this cycle / monthly limit	Shows information
Last top-up failed	Shows information
Add-on: LinkedIn Verification	Shows information
Add-on: Email Waterfall	Shows information
Add-on: Session Recordings ($9/mo, LTD)	Shows information
Enable / Disable LinkedIn Verification	Opens a panel or page	?addon=li opens the confirm
Enable / Disable Email Waterfall	Opens a panel or page	?addon=email opens the confirm
Enable / Disable Session Recordings	Opens a panel or page	?addon=rec opens the confirm
Upgrade to enable (add-ons)	Shows information
Enable / Disable add-on dialog (charge today, next cycle)	Shows information
Confirm — $X now / Disable add-on	Opens a panel or page	prorated charge
Cancel (add-on dialog)	Shows information
× (add-on dialog)	Shows information
Outreach domain (expiry)	Shows information
Domain auto-renew switch	Button · changes your account	saves on click; first domain in the list
Edit (business details)	Shows information
Set up → (business details)	Shows information
Business details on invoices	Shows information
Business details dialog	Shows information
Company name	Text box
VAT / Tax number	Text box
Invoice recipient email	Text box
Address	Text box
City	Text box
Country	Text box
Save details	Button · changes your account
Cancel (business details)	Shows information
× (business details)	Shows information
+ Add card	Opens a panel or page
Add one → (no saved cards)	Opens a panel or page
Add a payment card dialog	Shows information
Cardholder name	Opens a panel or page
Card details (Stripe)	Opens a panel or page	secure Stripe field — the customer types the card
Save card →	Opens a panel or page	the new card becomes the default
Cancel (add card)	Shows information
Saved card (brand, last 4, expiry, Default)	Shows information
Set as default	Button · changes your account	acts on one click
Remove card	Opens a panel or page	the last card cannot go while a subscription is active
Yes, remove (card)	Opens a panel or page
Keep (card)	Shows information
Outstanding invoices	Shows information
Pay now → (outstanding invoice)	Opens a panel or page
Upcoming invoice (renewal in ≤10 days)	Shows information
💳 Pay invoice → (renewal early)	Opens a panel or page
Recent invoices	Shows information
Invoice (amount, Paid / Refunded / Void)	Shows information
Invoice PDF	Shows information
Pay now → (open invoice)	Opens a panel or page
Load older invoices	Shows information
See every lead that used a credit →	Shows information
Get your referral link →	Shows information
Everything included	Shows information
Next charge / Resumes / Cancels	Shows information
Plan, leads/month, cycle, price, discount, credits refresh	Shows information
Change plan →	Opens a panel or page	opens the plan picker (upgrade / downgrade)
Cancel plan	Opens a panel or page	opens the cancel flow; pausing is offered inside it
↩ Reactivate subscription	Opens a panel or page
Discount applied	Shows information
Email support	Shows information
Book a setup call	Shows information

Billing — cancel / pause flow (after "Cancel plan") · 30 controlsNeeds: billing

What is not working? (cancel reasons)	Shows information
✓ Keep my plan	Shows information
Too many bugs / technical issues	Opens a panel or page
Too expensive for what I get	Opens a panel or page
Not getting enough leads / value	Opens a panel or page
Getting wrong leads / ICP issues	Opens a panel or page
Switching to a competitor	Opens a panel or page
Don't need it right now (goes to the pause offer)	Opens a panel or page
Something else	Opens a panel or page
What's broken?	Opens a panel or page
🚀 Submit & Pause Free (1 month)	Opens a panel or page
No thanks, cancel anyway →	Opens a panel or page
I understand, continue →	Opens a panel or page
✓ Accept 50% off — keep my plan (6 months)	Opens a panel or page
No thanks, still want to cancel →	Opens a panel or page
✓ Accept 80% off — keep my plan (1 month)	Opens a panel or page
No thanks — show me other options →	Opens a panel or page
📅 Book a free setup call →	Shows information
No thanks — show me other options → (setup call)	Opens a panel or page
ICP video	Shows information
📅 Book a free ICP review call →	Shows information
Still want to cancel →	Opens a panel or page
Tell us what's going on	Opens a panel or page
Continue → (feedback)	Opens a panel or page
How long do you need? (1–6 months)	Opens a panel or page
⏸️ Pause for N months	Opens a panel or page
No — I want to cancel completely →	Opens a panel or page
Anything we should know before you go?	Opens a panel or page
⏸️ Pause instead →	Opens a panel or page
Yes, cancel my subscription	Opens a panel or page	cancels at the end of the period

Billing — only the owner can manage it (teammates) · 3 controls

Only the account owner can manage billing	Shows information
Owner email (mailto)	Shows information
← Back to my leads	Shows information

Subscription paused (full-page screen) · 7 controls

Your subscription is paused	Shows information
▶ Unpause my subscription	Opens a panel or page	also in the paused banner on /upgradeAccount owner only
Pick a plan to restart →	Shows information
Ask the owner to unpause (email)	Shows information
Manage billing	Shows information
Change plan	Shows information
Log out	Shows information

Upgrade — choose your plan · 43 controls

Choose your plan	Shows information
50% off your first month banner	Shows information
Lifetime deal — leads included banner	Shows information
Subscription paused banner	Shows information	its unpause button is paused-unpause
How many leads per month?	Shows information
Leads per month slider	Button	drag; locked when a deal is applied
More → (higher volumes)	Button
Smaller plan note	Shows information
Exclude who you do not sell to (cut the bill)	Shows information
Remove the discount? dialog	Shows information
Keep the discount	Button
Remove it and go smaller	Opens a panel or page
Optional power-ups	Shows information
Power-up: LinkedIn Verification	Shows information	click switches it on/off in the price
Power-up: Email Waterfall	Shows information
Power-up: Inbox Creation	Shows information	LTD goes to the mailbox wizard
Power-up: White-label (min 10,000 leads)	Shows information
Power-up: Session Recordings ($9/mo, LTD)	Shows information
Learn more → (power-up)	Shows information
Sequence steps per lead −	Button
Sequence steps per lead +	Button
Inbox cost breakdown (domains, mailboxes)	Shows information
Optimize articles pack (beta)	Shows information
Add-ons for LTD	Shows information
LTD White-label	Shows information	click switches it on/off in the price
Additional websites −	Button
Additional websites +	Button
What $X per lead buys you (included features)	Shows information
Included feature (pick to read it)	Shows information
Your plan: price per month / year	Shows information
Save 30% with annual billing	Tick box	not shown when changing an existing plan
Price breakdown	Shows information
Charged today / credits / next charge (plan change)	Shows information
Confirm upgrade — pay $X today / Schedule downgrade	Opens a panel or page	downgrade asks once more
Cancel (downgrade)	Shows information
Subscribe Now — $X/mo →	Opens a panel or page	goes to the payment step
Bonuses when you subscribe today	Shows information
Bonus (expand for details)	Shows information
Power-ups summary	Shows information
🎟️ Your LTD codes (show / hide)	Shows information
LTD codes and their status	Shows information
Invoice emails switch (plan change)	Button
Already subscribed? Manage billing →	Shows information

Upgrade — payment step (after Subscribe) · 20 controls

← Change plan	Shows information
Payment details	Shows information
Saved card	Opens a panel or page
+ Use a new card	Opens a panel or page
Cardholder name	Opens a panel or page
Card details (Stripe)	Opens a panel or page	secure Stripe field — the customer types the card
Promo code	Text box	Enter applies it
Apply (promo code)	Button
Remove (promo code)	Button
Subscribe — $X/mo → / Pay $X/mo	Opens a panel or page	charges the card
Set up → (business details)	Shows information
Edit / Cancel (business details)	Shows information
Company name	Text box
VAT / Tax number	Text box
Address	Text box
City	Text box
Country	Text box
Save details	Button · changes your account
Cancel (business details)	Shows information
Order summary	Shows information

Upgrade — success · 8 controls

Plan upgraded / Downgrade scheduled / You are live	Shows information
Never stop identifying visitors (auto top-up offer)	Shows information
Recommended (auto top-up)	Button · changes your account
More headroom (auto top-up)	Button · changes your account
Turn on auto top-up	Button · changes your account
No thanks — pause visitors when my leads run out	Shows information
Invoice emails switch	Button
Go to Dashboard →	Shows information

Credit history · 13 controlsNeeds: leads view

Billing cycle	Drop-down	only shown with more than one cycle; values are 0 = current, 1 = previous…
Plan leads, used, left now, cycle renews	Shows information
How this cycle adds up	Shows information
What we never charge for	Shows information
By source	Shows information
Daily credit usage	Shows information
Search person, email or company	Text box
Type (charges / refunds)	Drop-down	Options: CHARGE, REFUND
Source	Drop-down
Workspace	Drop-down	only with more than one website
Export CSV	Shows information
Transactions (date, lead, why, credits, balance)	Shows information
Show more	Shows information

Payment successful (Stripe return) · 2 controls

Payment Successful	Shows information
Go to Dashboard	Shows information

Payment canceled (Stripe return) · 3 controls

Payment Canceled	Shows information
Cancel (back to the dashboard)	Shows information
Try again	Shows information

Upgrade wall (expired / locked account) · 6 controls

Upgrade wall	Shows information
Upgrade now & start converting	Opens a panel or page
Unlock for 30 minutes (once)	Button · changes your account
Not right now	Button
Talk to the founder	Shows information
Agencies can earn free access	Button

Trial extension offer · 4 controls

Have another week on us	Shows information
Yes, extend my trial	Button · changes your account
Book a call with George	Shows information
Maybe later — take me to my dashboard	Button

Restart subscription (churned account) · 6 controls

Restart your subscription?	Shows information
Restart subscription	Opens a panel or page
Confirm and pay	Opens a panel or page
Back	Button
See pricing options	Shows information
Book a call with the Founder	Shows information

Freemium upgrade dialog · 2 controls

Upgrade to Starter	Shows information
Upgrade	Opens a panel or page

Redeem code dialog · 4 controls

Redeem lifetime deal Code	Shows information
Redeem Code	Text box
Redeem Code (button)	Button · changes your account
Close	Button

Life Time Deal coupon (sign up) · 7 controls

Email	Text box
First Name	Text box
Last Name	Text box
Password	Button · changes your account
Life Time Deal codes (comma or Enter adds another)	Text box
Register	Button · changes your account
Sign in	Shows information

Deal landing (?code=) · 6 controls

Your code	Shows information
Grab the deal →	Shows information
What you get	Shows information
Included free	Shows information
The small print	Shows information
Grab the deal → (bottom)	Shows information

Trial phone bonus (Get 2X leads) · 12 controls

🎁 Get 2X leads (Leads page)	Shows information
What the bonus gives	Shows information
Country code	Drop-down	values are ISO codes (GB, US…)
Phone number	Text box
Yes, text me about my account (SMS consent)	Button · changes your account	never ticked for them — the customer ticks it
Text me a code to claim 2X leads →	Button · changes your account
Code from the text	Text box
Verify & claim 2X leads →	Button · changes your account
Send a new code	Button · changes your account
Change number	Shows information
Not now	Shows information
Continue → (number already used)	Shows information

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