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How to View Your Transactions/Charges

All about Company Billing

Stefan Deretic avatar
Written by Stefan Deretic
Updated over 2 weeks ago

To view anything billing related, go to: Settings > Billing

Here you will be able to access:

Payment Methods

In this section you can view the current card on file. Additionally, you can swap the card out whenever you'd like.

Phone Credits

Switchboard uses a 'wallet' system to pay for telecommunication charges (Agents are responsible for their own charges, for more information on rates, click here). In other words, whenever you are charged, credits are added to your wallet and once you go through them your wallet reloads the credits. The specific amount of credits reloaded can be set by you in this section. Changing the reload amount to a higher number will result in less frequent charges to the card on file.

Billing History

You can view all of the transactions/charges to your card in the "Billing History" section of Billing. To view further transaction details, click on the "See Details" link under Credits. Here you will be able to see information such as:

  • Month-to-month transactions

  • Amount charged per message

  • The message being charged

  • Time and date of billing

  • Link to the Conversation

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