Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.phonely.ai/llms.txt

Use this file to discover all available pages before exploring further.

The plan & billing page allows you to view your current subscription, track your usage, manage plan upgrades or downgrades, and review billing history. This page ensures you have full visibility into your organization’s call time, overage costs, and invoices.
1

Click your profile icon (bottom-left corner of the dashboard).

2

From the dropdown menu, select Settings.

Planandbillingsettings
3

You’ll be directed to the account settings page, where you’ll find sections for managing your plans, usage, billing, and overages.

​
Managing Your Plans

From the sidebar click the plan and billing.
  • Plan Type: Indicates your current subscription tier (e.g., Free, Starter, Professional, Business, or Enterprise).
  • Status: Shows whether your plan is active, incomplete, or expired.
  • Usage Summary Bar: Displays the total minutes used out of your included monthly allowance.
  • Renewal Date: The date when your plan will automatically renew.
  • Manage Plan: Click this button to view or modify your subscription.

​
Total Usage Summary

This section provides a breakdown of how your organization is using its minutes and estimated call time savings. It includes:
  • Total Usage: Total number of minutes used during the current billing period.
  • Total Overage: The number of minutes used beyond your plan’s included quota.
  • Estimated Monthly Usage: A projection of your monthly call activity based on current patterns.
  • Cost Savings Insight: Displays how much agent time (and equivalent cost) your AI agents have saved.
Total Usage Summary
Monitoring this section helps you predict when you may need to upgrade your plan to avoid overage charges.

​
Billing History

The billing history section shows a record of your invoices and payments. You’ll see:
  • Invoice Date: The date the invoice was issued.
  • Status: Indicates whether an invoice is paid or pending.
  • Amount: The total billed amount for that period.
  • Invoice: Opens a detailed invoice document in a new window.
  • Usage Report: Provides a breakdown of how minutes were consumed across agents and call types.

​
Upgrade or Downgrade Your Plan

To modify your plan:
1

Click Manage Plan on the Plan & Billing page.

2

You’ll see available subscription plans.

Manage Plans Phonely Pn
3

Choose between Monthly or Yearly (33% off) billing options.

4

Click Upgrade or Downgrade to switch plans.

5

The change takes effect immediately, and billing adjusts on your next cycle.

Managing Plans In Phonely