Table of Contents

Support Guide

Billing & Transactions

Billing & Transactions Features

Billing and Transactions settings in Shape allows you to manage usage credits, payment methods and gather invoices!

Usage credits and your communications package balance can be used for activating and using several features in Shape such as purchasing phone numbers, sending SMS or MMS messages, and activating and using call monitoring. It is important to keep in mind that usage credits can only run off of a credit card and not ACH.

Adding Usage Credits


Go to Settings > Billing and Transactions

Navigate to the Billing & Transactions settings page via Settings > Billing & Transactions:


Add Usage Credits directly from this page

You can click the orange “Add Usage Credits” at the top of the page to add credits to your account for calling, texting, and emailing!


Recharge usage credits automatically when balance is low

Under “Payment Methods”, you will find the toggle to automatically recharge usage credits when the balance is low. You can also use the dropdowns here set the “Low Balance Amount” that will trigger the recharge as well as the amount that will be added!

Note: You will receive a popup banner on your screen when the balance is low if you choose not to automatically recharge.

How to Access your Invoices

Navigate below the usage credit block, you have the option to view and download your most recent invoice. This is especially useful for billing and accounting departments. Additionally, download past invoices from the payment history table, located below invoices.

Update Your Payment Methods

You can also update your payment information in the Billing & Transactions page. Scroll beneath your invoices and you’ll see the option to add a payment option or edit an existing payment option.

Payment History

Your payment history will show a detailed itemized list of all the payments made on your account including the description for the charge as well as the amount charged, the payment method used, and whether the charge was successful or failed! The payment history can be downloaded to a CSV or PDF for your records.

Enabling Add On Features

Shape provides a variety of optional add-on features designed to elevate your daily user experience within the system. Explore enhancements such as email forwarding, extra data storage, open API access, and numerous other options to tailor the platform to your specific needs.

Simply toggle ON or OFF any add on features directly from this block.

Usage Fees, Pricing, and Acceptable Use Limits

At the bottom of billing and transactions, there is a list of usage fees, pricing chart, and acceptable use limits. This gives a snapshot of the cost to use certain features in Shape. A few features require you to toggle on the status in order for it to charge, such as ShapeIQ, and Call Monitoring.

Frequently asked questions

We have a dedicated Billing team that can be reached at Our billing team will reach out to you directly to answer any questions you may have!

We are sorry to hear that you are thinking of cancelling your account. Please reach out to support at to facilitate the cancellation. Once the cancellation has taken place, you will get an email from

No! Any users set to “Inactive” in your system will not be counted towards your total users for the month. It is important to note that any inactive users will be unable to log into their system.

If you are on an annual subscription, your user count for billing will update on your next contract renewal.

Navigate below the usage credit block and download past invoices from the payment history table, located below invoices!

Still need help? Contact Shape experts!

Get in Touch

Our team of experts are here to help! Call our sales line at (888) 762-7211


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