Billing isn’t in an account user’s default sidebar. Add it with Customize sidebar, or press Cmd/Ctrl+K and search for Billing. See Navigating Studio. When your wallet runs low, the Set up Billing button on the Low Balance banner opens this page too.
What’s on the Page
The Billing page has these tabs.
Until you subscribe to a plan, Payment methods and Preferences have little to show. They fill in once you have a plan.
Your Plan
The Current Plan card at the top of Overview shows:- Your plan’s per-minute rate, as /min, and the plan name.
- Renews on and the date, or Ends on and the date once you’ve cancelled.
- If you’ve bought phone numbers in Studio, a line such as “3 phone numbers — 1 included, 2 × 3.00/mo”. See Number Billing.
- Upgrade Plan and Cancel Plan buttons.
Comparing Plans
Select View Plans (or Upgrade Plan) to open Choose Your Plan under the card. Select Hide Plans to close it. The comparison shows these rows for each plan: Best For, Per-Minute Rate, Per-Chat Session Rate, Per-Email Session Rate, Overage Rate, Setup & Onboarding, Optimization, Support and DNC Scrubbing. The rates are on the page itself and can change, so this page doesn’t list them.
How you move onto a plan, and how it’s committed, depends on the plan:
- Growth is self-serve, with no fixed monthly commitment. You subscribe in Studio.
- Pro has a fixed monthly commitment, and Enterprise has a custom one. Both are set up with our team. You send a short request and we get back to you.
Subscribing to Growth
1
Open the plans
On Overview, select View Plans, or Upgrade Plan if you already have a plan.
2
Choose Growth
On the Growth column, select Get Started Now (it reads Switch to this plan if you already have a plan). To include the Squawk Accelerator add-on, select Add-on first.
3
Pay
A drawer titled Subscribe to Growth opens. Follow it through to the secure Stripe payment form, enter your payment details and complete the checkout.
Requesting Pro
Pro is a committed-volume plan, so you set it up with our team rather than at checkout.1
Open the request form
On the Pro column, select Contact Us. The Contact Us — Pro Plan drawer opens.
2
Fill it in
Enter your first and last name and your work email (Studio fills these in from your profile). Add a phone number if you like, then enter your Calls handled per month, your Monthly commitment (minutes) and a Term of 12 or 36 months. The minimum commitment is 6,000 minutes a month. Tell us more is optional.
3
Submit
Select Submit. Studio confirms that your Pro plan inquiry has been sent and that our team will reach out at the email you gave.
- Renew current plan turns auto-renewal back on. Select Re-enable auto-renew, then Confirm.
- Increase commitment shows the same request form.
Talking to Sales About Enterprise
On the Enterprise column, select Talk to Sales. In the Contact Sales drawer, enter your first and last name, work email and Calls handled per month. Phone and Tell us more are optional. Select Submit, and our sales team will reach out at the email you gave. Sending the form doesn’t change your plan or charge you.Squawk Accelerator
Under the plan comparison is the Squawk Accelerator add-on: 30 days of hands-on support from a dedicated AI engineer for onboarding, workflow design, prompt tuning and go-live. It’s a one-time fee, and the price is shown on the add-on banner. Select Add-on to include it. The button changes to Added, and you can select it again to take the add-on back out. When you subscribe to Growth, the one-time fee is added to that checkout.Cancelling Your Plan
1
Select Cancel Plan
On the Current Plan card, select Cancel Plan.
2
Read the dialog
Are you sure you want to cancel? says your plan stays active until the end date shown, and that you keep access until then. If you’ve bought phone numbers in Studio, it also tells you how many, and that they will stop working and be permanently removed at the end of your billing cycle.
3
Confirm or keep
Select Keep Subscription to stay on your plan. To go ahead, select Yes, Cancel Subscription. If you have phone numbers, that button reads Cancel plan and remove numbers instead.
- Your plan works as normal until the end date, and you can still add credits.
- On a Pro plan, the end date is the end of your commitment term. To keep the plan, use Upgrade Plan and Renew current plan before then.
- Once a plan has ended, Add more credits and Enable Auto Top-up are turned off until you subscribe again.
- If Studio can’t confirm whether you have phone numbers, it asks you to close the dialog and try again before you cancel.
Adding Credits
Your wallet pays for calls, chat sessions and email sessions as they happen. The Credits card on Overview shows your Credit balance, and it updates by itself as the balance changes. Select Add more credits to open Add Credit to Wallet:- Choose Quick Select (25, 100, 500), or enter a Custom Amount from 10,000.
- Add a Description of up to 100 characters if you want one.
- Check the Payment Summary and select Pay with Stripe.
Professional Services Hours
Professional Services hours are time you buy for hands-on work on your account. When that work is done, the time is logged against your balance with a note about what was done. The Professional Services Hours card on Overview shows your Balance in hours and minutes, for example “2h 30m”.1
Select Add
On the Professional Services Hours card, select Add. The Purchase Professional Services Hours drawer opens.
2
Choose the hours
Pick a Quick Select amount (1, 2, 5, 10, 25 or 50 hours), or enter Custom Hours from 1 to 100.
3
Pay
The Payment Summary shows the hours, the hourly rate and the total. Select Pay with Stripe.
Payment Methods
The Payment methods tab lists the methods saved for your account:- Cards, shown as the brand, “ending in” the last four digits, and the expiry date.
- Link Account, with its email.
- US bank accounts, shown as the bank’s name and “ending in” the last four digits.
Billing History
Billing history lists your plan invoices, your wallet top-up invoices and your Professional Services purchases. Use View all, Recurring, Top-up or Professional Services to narrow the list, and Search invoices… to find one. Each row has a download icon for the PDF and View to open the invoice online. The columns, and what each invoice covers, are in Reading Your Invoice.Professional Services Work Log
Under Professional Services, switch from Invoices to Work Log to see the work logged against your hours. Each row shows a Log ID, Date, Work note, Duration and Actor. Select a row to open the Work Log Entry, which shows the date, duration, actor and log ID, and the full Work Note. Work log entries are added by the people who do the work. You can read them, but not edit them.Billing Preferences
Preferences has a Billing Preferences card with:- Billing email, where “Invoices and other billing notifications will be sent here.”
- Primary Billing Address, the physical address of the company buying the services. It’s used to calculate any applicable sales tax.
Usage Breakdown
The Usage Breakdown tab shows what your agents have used, and what it cost, over a time range you choose.- Summary tiles for Total cost, Voice, Chat and Email, plus a tile for DNC scrubbing when you’ve used it.
- A Cost by channel chart showing cost per day, with a filter for each channel.
- A Your statements card with monthly invoices and usage reports for the last 12 months.
Call Detail Records (CDR)
The CDR tab lets you download a CSV of everything billed to your account on one day: one row for each session, and one for each separate feature charge.1
Open the tab
Go to Manage → Billing → CDR.
2
Pick a day
Under Day, choose a date. You can pick yesterday or any day back to 60 days ago. Today isn’t available, because a day has to finish first.
3
Download
Select Download. Your browser saves the CSV, and Studio shows the file name and how many rows it has.
- Days run midnight to midnight UTC, whatever timezone you work in. The dates in the picker and the table are UTC dates.
- Files are kept for 60 days.
- If a day hasn’t been built yet, Download starts building it and tells you the day is queued. Try Download again in a minute.
- A day with no activity gives a file with just the header row.
A Ready day has a Download button. A Failed day has Retry, which builds it again. Updating automatically… shows while any day is being built, so you don’t need to refresh.
What’s in the File
A day’s file holds the rows recorded that day, so an Event Time can fall just outside that day. For how voice minutes are rounded, see How minutes are calculated.
Low Balance Banner
When your wallet balance falls below $1.00, a Low Balance banner appears across the top of every page in Studio:Low Balance: Your wallet balance is below $1.00. Set up billing to avoid service interruption.The Set up Billing button on the banner opens Manage → Billing. The banner follows your live balance, and it goes away once credit lands. It appears whenever the balance is under $1.00, whether or not auto top-up is on. To clear it, add credits. To see what happens to calls and campaigns when the balance runs out, read Charges while a call is live.
Frequently Asked Questions
Why is Add more credits turned off?
Why is Add more credits turned off?
You need to be subscribed to a plan. Hover over the button and Studio says “You need to be subscribed to a plan to add credits to wallet”. The button works again once you subscribe. See Your Plan.
How do I move to Pro or Enterprise?
How do I move to Pro or Enterprise?
Send our team a request from the plan comparison: Contact Us for Pro, or Talk to Sales for Enterprise. They get back to you at the work email you give. See Requesting Pro and Talking to Sales About Enterprise.
Where do I find past invoices?
Where do I find past invoices?
On Manage → Billing → Billing history. See Billing History.
How do I change my billing email or address?
How do I change my billing email or address?
The Preferences tab shows them but can’t save changes. Contact support at support@squawkvoice.ai. See Billing Preferences.
What happens to my phone numbers if I cancel?
What happens to my phone numbers if I cancel?
Numbers you bought in Studio stop working and are permanently removed at the end of your billing cycle. Numbers you brought yourself are left in place. See Cancelling Your Plan.