Updated billing pages

fern/billing/manage-billing-and-credits.mdx

@@ -6,7 +6,7 @@ slug: billing/manage-billing-and-credits
 ---
 
 <Note>
-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).
 </Note>
 
 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.
@@ -22,22 +22,24 @@ 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
 
 The subscription's default card is used for credit purchases, auto-reload, and any recurring charges shown in the Dashboard. Add a card before you buy credits or turn on auto-reload.
 
 <Steps>
   <Step title="Open the Billing page">
-    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.
 
     <Frame caption="Subscription details blurred for privacy.">
       <img src="../static/images/billing/billing-payments-overview.png" alt="Billing and payment page with the Payments tab selected, payment method status, and auto-reload status" />
     </Frame>
   </Step>
   <Step title="Manage payment methods">
-    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.
 
     <Frame>
       <img src="../static/images/billing/billing-add-payment-method.png" alt="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.
 
 <Steps>
   <Step title="Open Buy credits">
-    On the **Billing** page, select **Buy credits**.
+    At the bottom of the Dashboard sidebar, select **Buy credits**.
   </Step>
   <Step title="Choose an amount">
     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.
   </Step>
   <Step title="Verify the balance">
-    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.
   </Step>
 </Steps>
 
@@ -73,7 +75,7 @@ Auto-reload keeps your subscription funded so usage is not interrupted. When the
 
 <Steps>
   <Step title="Open auto-reload settings">
-    On the **Billing** page, open the auto-reload control.
+    In **Billing & Payment**, on the **Payments** tab, select **Change** under **Auto-reload**.
   </Step>
   <Step title="Set the top-up and threshold">
     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
 
 <Steps>
   <Step title="Download a statement">
-    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.
   </Step>
   <Step title="Download an invoice">
     Select an eligible payment, then select **Download invoice (PDF)** and enter the requested invoice details.

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.
 
 <Note>
-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.
 </Note>
 
 ## 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
 
 <Steps>
   <Step title="Open the organization">
-    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**.
   </Step>
   <Step title="Confirm the organization">
-    Type the organization name to confirm.
+    Type the organization name exactly to confirm.
   </Step>
   <Step title="Delete">
     Select **Delete** to remove the organization permanently.

fern/billing/manage-packages-and-add-ons.mdx

@@ -6,7 +6,7 @@ slug: billing/manage-packages-and-add-ons
 ---
 
 <Note>
-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).
 </Note>
 
 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.
@@ -18,21 +18,22 @@ 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
 
 Check which Success Package you have, or confirm you are on Usage only, in the Dashboard.
 
 <Steps>
   <Step title="Open Billing & Payment">
-    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**.
   </Step>
-  <Step title="Open Packages & add-ons">
-    Select the **Packages & add-ons** tab. Your current package is marked **Current package**, with its included limits, support, and compliance options listed.
+  <Step title="Open Packages">
+    Select the **Packages** tab. Your current package is marked **Current package**, with its included limits, support, and compliance options listed.
 
     <Frame>
-      <img src="../static/images/billing/billing-packages-usage-plan.png" alt="Packages tab showing Usage as the current package and its included limits" />
+      <img src="../static/images/billing/billing-packages-usage-plan.png" alt="Packages tab showing the current package and its included limits" />
     </Frame>
   </Step>
 </Steps>
@@ -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.
 
 <Steps>
-  <Step title="Open Packages and add-ons">
-    In the [Vapi Dashboard](https://dashboard.vapi.ai), open **Billing**, then open the **Packages & add-ons** view.
+  <Step title="Open Packages">
+    In the [Vapi Dashboard](https://dashboard.vapi.ai), open **Billing & Payment**, then select the **Packages** tab.
   </Step>
   <Step title="Select a package">
-    Select **Upgrade** on the package you want.
+    Select **Purchase** on the package you want.
   </Step>
   <Step title="Review and pay">
     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.
 
 <Steps>
   <Step title="Contact sales">
-    On the **Premier** package, select **Contact Sales**.
+    On the **Premier** package, select **Contact sales**.
   </Step>
   <Step title="Submit your details">
     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.
 
 <Steps>
   <Step title="Start the downgrade">
-    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**.
   </Step>
   <Step title="Review the reductions">
     Review what the change reduces, such as concurrent call lines, organizations, data retention, support, and service-level agreements.
@@ -101,43 +102,43 @@ 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.
 
 <Steps>
   <Step title="Open capacity add-ons">
-    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.
   </Step>
   <Step title="Set the amounts">
-    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.
   </Step>
-  <Step title="Review and pay">
-    Review the summary and the prorated amount due today, then proceed to payment and confirm.
+  <Step title="Review and confirm">
+    Review the summary of changes and the estimated amount due today, then select **Confirm purchase**.
   </Step>
 </Steps>
 
 ## 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.
 
 <Steps>
   <Step title="Open compliance and data add-ons">
-    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.
   </Step>
-  <Step title="Choose the add-ons">
-    Enable **HIPAA compliance** and enter the signatory name and legal entity name. Vapi emails a Business Associate Agreement (BAA) to the recipient you enter.
+  <Step title="Choose the add-on">
+    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.
   </Step>
-  <Step title="Review and pay">
-    Review the summary and proceed to payment and confirm.
+  <Step title="Review and confirm">
+    Review the summary of changes, then select **Confirm purchase**.
   </Step>
 </Steps>
 
 HIPAA compliance requires a signed BAA and compatible providers. See [HIPAA compliance](/security-and-privacy/hipaa) for requirements and data-handling behavior.
 
 ## 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
 

fern/billing/manage-pay-as-you-go-billing.mdx

@@ -6,7 +6,7 @@ slug: billing/manage-pay-as-you-go-billing
 ---
 
 <Note>
-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).
 </Note>
 
 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.