diff --git a/fern/billing/manage-billing-and-credits.mdx b/fern/billing/manage-billing-and-credits.mdx index 096c2e4a7..61a3d7620 100644 --- a/fern/billing/manage-billing-and-credits.mdx +++ b/fern/billing/manage-billing-and-credits.mdx @@ -6,7 +6,7 @@ slug: billing/manage-billing-and-credits --- -If your Dashboard shows **Settings → Billing & Add-Ons** instead of **Billing & Payment**, see [Manage pay-as-you-go billing and credits](/billing/manage-pay-as-you-go-billing). +This page applies if your Dashboard sidebar shows **Billing & Payment**. If you see **Settings → Billing & Add-Ons** instead, see [Manage pay-as-you-go billing and credits](/billing/manage-pay-as-you-go-billing). Vapi credits are prepaid funds in US dollars held by a subscription and used to cover its usage-based charges. This guide shows you how to add a payment method, fund the subscription, keep its balance funded automatically, and download billing records. @@ -22,7 +22,9 @@ Credits cover usage-based costs: - The per-minute Vapi hosting fee draws down your balance as calls run. - Model, voice, transcriber, and telephony costs also draw down your balance. -The Dashboard shows how Success Package and add-on fees are charged before you confirm a purchase. If the subscription's credit balance reaches $0 and auto-reload is off, Vapi freezes the subscription. You cannot start new calls or other billable usage until you purchase more credits. +The Dashboard shows how Success Package and add-on fees are charged before you confirm a purchase. Add-ons are charged to your Vapi credits on the first day of each month. If your balance does not cover them, Vapi automatically purchases the additional credits needed, plus your auto-reload amount if auto-reload is on. + +If the subscription's credit balance reaches $0 and auto-reload is off, Vapi freezes the subscription. You cannot start new calls or other billable usage until you purchase more credits. ## Add or update a payment method @@ -30,14 +32,14 @@ The subscription's default card is used for credit purchases, auto-reload, and a - Sign in to the [Vapi Dashboard](https://dashboard.vapi.ai), make sure the [correct organization](/billing/manage-organizations-and-capacity#switch-organizations) is selected, and open **Billing**. + Sign in to the [Vapi Dashboard](https://dashboard.vapi.ai), make sure the [correct organization](/billing/manage-organizations-and-capacity#switch-organizations) is selected, and open **Billing & Payment**. Select the **Payments** tab. Billing and payment page with the Payments tab selected, payment method status, and auto-reload status - Select **Manage payment** to open your saved cards. Add a new card, or select an existing card to set it as the default. + Under **Payment methods**, select **Manage** to open your saved cards. Add a new card, or select an existing card to set it as the default. Manage payment methods dialog with card details and auto-reload controls @@ -54,7 +56,7 @@ Buy credits to fund the subscription associated with your selected organization. - On the **Billing** page, select **Buy credits**. + At the bottom of the Dashboard sidebar, select **Buy credits**. Select a preset amount or enter a custom amount. A minimum purchase applies. @@ -63,7 +65,7 @@ Buy credits to fund the subscription associated with your selected organization. If you have a saved card, confirm to charge it. If you do not, enter card details first. Complete any verification your card issuer requests. - A successful purchase increases your credit balance and appears as **Finalized** in your purchase history. + A successful purchase increases your credit balance and appears as **Finalized** under **Purchases and refunds** on the **Payments** tab. @@ -73,7 +75,7 @@ Auto-reload keeps your subscription funded so usage is not interrupted. When the - On the **Billing** page, open the auto-reload control. + In **Billing & Payment**, on the **Payments** tab, select **Change** under **Auto-reload**. Turn on auto-reload, enter the amount to add each time, and enter the balance that should trigger a top-up. @@ -93,7 +95,7 @@ Download a statement or an invoice from your billing history for your records or - Open the **Payments** view and select **Download latest statement**. To download a different period, choose the month first. + Open the **Payments** tab and select **Download latest statement**. In the dialog, choose the month you want, then download it. Select an eligible payment, then select **Download invoice (PDF)** and enter the requested invoice details. diff --git a/fern/billing/manage-organizations-and-capacity.mdx b/fern/billing/manage-organizations-and-capacity.mdx index c26974af2..597352447 100644 --- a/fern/billing/manage-organizations-and-capacity.mdx +++ b/fern/billing/manage-organizations-and-capacity.mdx @@ -1,14 +1,14 @@ --- title: Manage organizations and capacity subtitle: Create organizations, understand shared capacity, and resolve capacity before a downgrade -description: Learn how subscriptions provide organization capacity, how to create, move, and delete organizations, and what to resolve before reducing capacity. +description: Learn how subscriptions provide organization capacity, how to create and delete organizations, and what to resolve before reducing capacity. slug: billing/manage-organizations-and-capacity --- Under the current pricing model, a subscription groups usage-based billing, an optional Success Package, add-ons, and one or more organizations. Usage only and each Success Package determine how many organizations the subscription can contain. -Customers on the legacy pay-as-you-go model use the earlier structure. Each organization has its own subscription and a separate concurrency limit. +This page applies if your Dashboard sidebar shows **Billing & Payment**. If you see **Settings → Billing & Add-Ons** instead, each organization has its own subscription and concurrency limit. ## Prerequisites @@ -17,7 +17,7 @@ Customers on the legacy pay-as-you-go model use the earlier structure. Each orga ## Organization capacity -Organization capacity is the number of organizations that a subscription can contain. Usage only and each Success Package include an organization allowance. An organization add-on increases that allowance. +Organization capacity is the number of organizations that a subscription can contain. Usage only and each Success Package include an organization allowance. An organization add-on increases that allowance. The organization add-on is not available on legacy pricing. Creating another organization requires available capacity in the subscription. @@ -72,10 +72,10 @@ Delete an organization you no longer need, for example to free an organization s - In **Organizations** or **Org settings**, open the organization's menu and select **Delete organization from subscription**. + In **Organizations**, open the organization's menu and select **Delete**. You can also delete the current organization from **Org Settings**. - Type the organization name to confirm. + Type the organization name exactly to confirm. Select **Delete** to remove the organization permanently. diff --git a/fern/billing/manage-packages-and-add-ons.mdx b/fern/billing/manage-packages-and-add-ons.mdx index 229524906..e19475d17 100644 --- a/fern/billing/manage-packages-and-add-ons.mdx +++ b/fern/billing/manage-packages-and-add-ons.mdx @@ -6,7 +6,7 @@ slug: billing/manage-packages-and-add-ons --- -This page applies to subscriptions using the current pricing model whose Dashboard shows **Billing & Payment** with a **Packages & add-ons** tab. If your Dashboard shows **Settings → Billing & Add-Ons**, see [Manage pay-as-you-go billing and credits](/billing/manage-pay-as-you-go-billing) or [Purchase call concurrency](/billing/purchase-call-concurrency) instead. +This page applies if your Dashboard sidebar shows **Billing & Payment**. If you see **Settings → Billing & Add-Ons** instead, see [Manage pay-as-you-go billing and credits](/billing/manage-pay-as-you-go-billing) or [Purchase call concurrency](/billing/purchase-call-concurrency). A Success Package applies to a subscription and every organization it contains. Usage-based billing remains active when you add, change, or remove a Success Package. You can also purchase add-ons that increase specific capabilities without changing your Success Package. @@ -18,7 +18,8 @@ See [Pricing and Success Packages](/billing/pricing-and-success-packages) to com ## Prerequisites - An **Admin** role in the organization. -- A saved payment method for purchases made through the Dashboard. See [Manage billing and credits](/billing/manage-billing-and-credits). +- A saved payment method for purchases made through the Dashboard. Add-ons also require one, even though they are paid from credits. See [Manage billing and credits](/billing/manage-billing-and-credits). +- Enough credits to cover an add-on purchase. ## See your current package @@ -26,13 +27,13 @@ Check which Success Package you have, or confirm you are on Usage only, in the D - In the [Vapi Dashboard](https://dashboard.vapi.ai), open **Billing & Payment**. Your current Success Package, or Usage only, appears in the **Success package** field. + In the [Vapi Dashboard](https://dashboard.vapi.ai), open **Billing & Payment**. - - Select the **Packages & add-ons** tab. Your current package is marked **Current package**, with its included limits, support, and compliance options listed. + + Select the **Packages** tab. Your current package is marked **Current package**, with its included limits, support, and compliance options listed. - Packages tab showing Usage as the current package and its included limits + Packages tab showing the current package and its included limits @@ -46,11 +47,11 @@ An upgrade increases the limits and support associated with your Success Package Buy Core or Pro directly from the Dashboard when you need more support, capacity, or service commitments. - - In the [Vapi Dashboard](https://dashboard.vapi.ai), open **Billing**, then open the **Packages & add-ons** view. + + In the [Vapi Dashboard](https://dashboard.vapi.ai), open **Billing & Payment**, then select the **Packages** tab. - Select **Upgrade** on the package you want. + Select **Purchase** on the package you want. Review the changes, effective date, and amount due, then proceed to payment and confirm. @@ -69,7 +70,7 @@ Premier has custom pricing and terms, set with our sales team. - On the **Premier** package, select **Contact Sales**. + On the **Premier** package, select **Contact sales**. Complete the form with your company, work email, expected call volume, and use case, then submit. An account team member follows up to set custom terms in an agreement. @@ -86,7 +87,7 @@ You might need to reduce capacity before moving to a package with lower limits. - In **Packages & add-ons**, select a lower Success Package, or remove your current package to continue with **Usage only**. + In the **Packages** tab, select a lower Success Package, or remove your current package to continue with **Usage only**. Review what the change reduces, such as concurrent call lines, organizations, data retention, support, and service-level agreements. @@ -101,35 +102,35 @@ You might need to reduce capacity before moving to a package with lower limits. Capacity add-ons increase a specific entitlement without changing usage-based billing or your Success Package: - **Concurrent call lines** shared by all organizations in the subscription. Each line adds one simultaneous call on top of your subscription's included concurrency. All inbound and outbound calls share this capacity. A campaign's **Max concurrency** setting limits that campaign, but it does not reserve additional call lines. -- **Additional organizations** in the subscription, beyond the number your package includes. +- **Additional organizations** in the subscription, beyond the number your package includes. This add-on is not available on legacy pricing. Review the recurring charge and effective date before confirming an add-on purchase. You cannot reduce an add-on below the capacity currently in use. See [call concurrency](/calls/call-concurrency) for how shared capacity works. - Open the subscription's add-on settings and select **Change capacity add-ons**. + In **Billing & Payment**, select the **Packages** tab. Under **Add-ons**, find the **Capacity** section. - Set the number of additional call lines and organizations you want. + On **Concurrent call lines**, select **Manage lines** and set the number of additional lines. To add organizations, use the **Organizations** row. - - Review the summary and the prorated amount due today, then proceed to payment and confirm. + + Review the summary of changes and the estimated amount due today, then select **Confirm purchase**. ## Buy compliance and data add-ons -Compliance and data add-ons change how Vapi handles data for an organization. HIPAA is available with any package. +Compliance and data add-ons change how Vapi handles data for an organization. HIPAA and 60-day data retention are available with any package. Zero data retention (ZDR) is included in Core and Pro, and is not available as an add-on on Usage only. - Open the subscription's add-on settings and select **Change compliance & data add-ons**. + In **Billing & Payment**, select the **Packages** tab. Under **Add-ons**, find the **Compliance & data** section. - - Enable **HIPAA compliance** and enter the signatory name and legal entity name. Vapi emails a Business Associate Agreement (BAA) to the recipient you enter. + + To extend call and chat data retention, select **Set to 60 days**. To enable HIPAA, select **Enable HIPAA** and enter the signatory name and legal entity name. Vapi emails a Business Associate Agreement (BAA) to your billing email address. - - Review the summary and proceed to payment and confirm. + + Review the summary of changes, then select **Confirm purchase**. @@ -137,7 +138,7 @@ HIPAA compliance requires a signed BAA and compatible providers. See [HIPAA comp ## Billing arrangements -The Dashboard shows the payment method, amount due, and renewal details before you confirm a purchase. For invoiced subscriptions, including Premier, contact your account team. Purchase methods depend on your billing arrangement. +The Dashboard shows the payment method, amount due, and renewal details before you confirm a purchase. Add-ons are charged to your Vapi credits on the first day of each month. See [How credits work](/billing/manage-billing-and-credits#how-credits-work). For invoiced subscriptions, including Premier, contact your account team. Purchase methods depend on your billing arrangement. ## Related diff --git a/fern/billing/manage-pay-as-you-go-billing.mdx b/fern/billing/manage-pay-as-you-go-billing.mdx index 9d436bff5..52cac3d99 100644 --- a/fern/billing/manage-pay-as-you-go-billing.mdx +++ b/fern/billing/manage-pay-as-you-go-billing.mdx @@ -6,7 +6,7 @@ slug: billing/manage-pay-as-you-go-billing --- -This page applies to accounts on the legacy pay-as-you-go model whose Dashboard shows **Settings → Billing & Add-Ons**. Each organization in this model has its own subscription. If your Dashboard shows **Billing & Payment** with a **Packages & add-ons** tab, see [Manage billing and credits](/billing/manage-billing-and-credits) instead. +This page applies if your Dashboard shows **Settings → Billing & Add-Ons**. In this view, each organization has its own subscription. If your Dashboard sidebar shows **Billing & Payment** instead, see [Manage billing and credits](/billing/manage-billing-and-credits). This guide shows you how to set up billing for a pay-as-you-go subscription. By the end, you can fund the subscription and configure automatic credit purchases. diff --git a/fern/billing/pricing-and-success-packages.mdx b/fern/billing/pricing-and-success-packages.mdx index d21d3dba1..7fa7b9aed 100644 --- a/fern/billing/pricing-and-success-packages.mdx +++ b/fern/billing/pricing-and-success-packages.mdx @@ -5,10 +5,6 @@ description: Learn how Usage only, optional Success Packages, and add-ons determ slug: billing/pricing-and-success-packages --- - -Success Packages are currently available only to new Vapi customers. Customers on legacy pricing keep their existing billing structure and terms. Under the legacy pay-as-you-go model, each organization has its own subscription and concurrency limit. - - A subscription is the billing and entitlement scope for one or more organizations. Every subscription starts with usage-based billing. Without an optional Success Package, you use Usage only. Usage-based charges remain active when you add a Success Package or add-ons. A Success Package adds support, service commitments, and higher included limits. Add-ons increase individual capabilities without replacing usage-based billing or your Success Package. @@ -49,7 +45,7 @@ Under the current pricing model, Usage only and each Success Package include the | Included | Usage only | Core | Pro | Premier | | --- | --- | --- | --- | --- | | [Concurrent call lines](/calls/call-concurrency) | 4 | 10 | 30 | Custom | -| [Organizations](/billing/manage-organizations-and-capacity) | 2 | 2 | 10 | Custom | +| [Organizations](/billing/manage-organizations-and-capacity) | 2 | 5 | 10 | Custom | | Raw data retention | 14 days | 30 days | 180 days | Custom | | [Vapi phone numbers](/free-telephony) | 1 | 5 | 10 | Custom | | [Role-based access control (RBAC)](/security-and-privacy/sso#role-based-access-control-rbac) | All members are admins | All members are admins | Basic roles | Custom RBAC | @@ -58,6 +54,8 @@ Under the current pricing model, Usage only and each Success Package include the Premier limits are custom; your agreement defines what is included. +To keep call and chat data longer, add the data retention add-on. See [Buy compliance and data add-ons](/billing/manage-packages-and-add-ons#buy-compliance-and-data-add-ons). + Vapi's EU region is available only with the Premier Success Package. [Contact sales](https://vapi.ai/sales) to discuss EU access. ## Buy a Success Package @@ -68,23 +66,23 @@ Buy Core or Pro directly from the Vapi Dashboard: Open **Billing & Payment**. - - Select **Packages & add-ons**. + + Select the **Packages** tab. - Select **Upgrade** on the Core or Pro package. + Select **Purchase** on the Core or Pro package. Your new package limits apply after you complete the purchase. -Premier has custom pricing and terms. Select **Contact Sales** on the Premier package and submit the form. An account team member follows up to set custom terms. +Premier has custom pricing and terms. Select **Contact sales** on the Premier package and submit the form. An account team member follows up to set custom terms. ## Add-ons Add-ons increase a specific capability without replacing usage-based billing or changing your Success Package. You can add them directly to Usage only or use them alongside Core, Pro, or Premier. -Available add-ons include additional concurrent call lines, additional organizations, and compliance options such as HIPAA. +Available add-ons include additional concurrent call lines, additional organizations, 60-day data retention, and HIPAA compliance. Zero data retention (ZDR) is included in Core and Pro, and is not available as an add-on on Usage only. See [Manage Success Packages and add-ons](/billing/manage-packages-and-add-ons). Purchase methods depend on your billing arrangement. See the [Vapi pricing page](https://vapi.ai/pricing) for current options and prices. diff --git a/fern/billing/purchase-call-concurrency.mdx b/fern/billing/purchase-call-concurrency.mdx index f5c781cc8..46ce6008c 100644 --- a/fern/billing/purchase-call-concurrency.mdx +++ b/fern/billing/purchase-call-concurrency.mdx @@ -6,7 +6,7 @@ slug: billing/purchase-call-concurrency --- -This page applies to accounts on the legacy pay-as-you-go model whose Dashboard shows **Billing & Add-Ons**. Each organization in this model has its own subscription and concurrency limit. If your Dashboard shows **Packages & add-ons**, see [Manage Success Packages and add-ons](/billing/manage-packages-and-add-ons) instead. +This page applies if your Dashboard shows **Settings → Billing & Add-Ons**. In this view, each organization has its own subscription and concurrency limit. If your Dashboard sidebar shows **Billing & Payment** instead, see [Manage Success Packages and add-ons](/billing/manage-packages-and-add-ons). Purchase call concurrency when your organization needs to run more simultaneous calls than its subscription includes. diff --git a/fern/static/images/billing/billing-packages-usage-plan.png b/fern/static/images/billing/billing-packages-usage-plan.png index 108fb0dda..1e740783b 100644 Binary files a/fern/static/images/billing/billing-packages-usage-plan.png and b/fern/static/images/billing/billing-packages-usage-plan.png differ diff --git a/fern/static/images/billing/billing-payments-overview.png b/fern/static/images/billing/billing-payments-overview.png index 88d48da83..d29427e61 100644 Binary files a/fern/static/images/billing/billing-payments-overview.png and b/fern/static/images/billing/billing-payments-overview.png differ