Billing & Transactions in Shape Software - Shape Software - Automate your business!

Billing & Transactions in Shape Software

How to Utilize the Billing and Transactions Settings Page

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

Instead of locking you into a monthly usage plan that you may not use, we use a pay-as-you-go method with Usage Credits. You can easily add usage credits in the system by selecting “Add Usage Credits.” A popup will display that will ask for the amount you want to charge. 

Usage credits 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

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

Billing and Transactions:

https://secure.setshape.com/billing-transactions

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

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!

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

Update Your Payment Methods

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

How to Access your Invoices

Navigate below the payment methods and 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.

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.

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 billing@setshape.com. 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 support@setshape.com to facilitate the cancellation. Once the cancellation has taken place, you will get an email from billing@setshape.com.

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.

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