Billing Settings
Manage your workspace’s financial activities
The Billing Settings section in MindStudio provides comprehensive tools to manage your workspace’s financial activities, including monitoring balances, setting budgets, managing payment methods, and accessing receipts.
Account Balance
The Account Balance page offers an overview of your current billing plan, balance, and auto-recharge settings. Here are the primary controls available:
Current Plan
Your current subscription plan is displayed here. If you're interested in upgrading, click Explore Business Plans to view available options.
Current Balance
Your workspace's current account balance is shown prominently. You can add funds manually by clicking Add Funds.
Auto Recharge
Auto-recharge simplifies balance management by ensuring your workspace always has sufficient funds.
Trigger Threshold: Specify the balance level at which the auto-recharge activates (e.g., $25.00).
Recharge Amount: Set the amount to bring the balance back up to (e.g., $100.00).
Payment Method: Select a saved payment method for automatic transactions.Enable or disable auto-recharge with the corresponding controls: Enable/Disable Auto Recharge.
Make sure to click Save after making any changes to your auto-recharge settings.
Budgets and Limits
The Budgets and Limits page allows you to manage your workspace's spending by setting monthly limits for the entire workspace and individual users. This ensures that you maintain control over costs and receive notifications if limits are exceeded.
Monthly Workspace Budget
Set a maximum budget for the entire workspace for a given calendar month. Once the workspace exceeds this limit, subsequent usage will be suspended until the next billing period. Enter the desired budget amount in the provided field and click Save to apply the changes.
Monthly User Budget
Define spending limits for individual users within the workspace. If a user exceeds their personal usage budget for any app during the calendar month, their usage will be suspended until the next month. Adjust this value for tighter control of individual expenditures and click Save to confirm the updates.
Payment Methods
The Payment Methods page is where you can manage the billing details and payment options for your workspace. Having a saved payment method ensures a seamless process for recharging your account balance and avoiding interruptions in service.
Billing Address
The billing address associated with your payment methods is displayed at the top of this page. Ensure this information is accurate for compliance and invoicing purposes.
Managing Payment Methods
A list of saved payment methods is shown under the Payment Method section. Each method displays key details, including:
Card Information: Shows the last four digits of the saved card and its expiration date.
Default Method: The card designated as the default for auto-recharge is marked here.
Actions: Use the trash icon to delete a payment method, if needed.
To add a new payment method, click on the New Payment Method button and follow the prompts to enter your card details. Once saved, you can set the new method as the default.
Receipts
The Receipts page provides a detailed record of all billing transactions for your workspace. This section is designed to help you track payments, usage charges, and other billing activities, ensuring transparency and ease of record-keeping.
Transaction Details
Each transaction is listed with the following columns:
Date: The date when the transaction occurred.
Summary: A brief description of the transaction (e.g., "New Member Added").
Amount: The monetary value associated with the transaction. Positive values indicate credits, while negative values represent charges.
Downloading Receipts
For each transaction, a Download link is available in the rightmost column. Clicking this link allows you to download a detailed receipt for the selected transaction. This feature is particularly useful for maintaining records or for financial reporting purposes.
With this streamlined layout, the Receipts page ensures all financial details are readily accessible, making workspace management simple and efficient.
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