Required permissions
In order to view or edit billing details, you need the correct access and permission level:
| Billing feature | Permission requirement |
|---|---|
| View the Billing tab, including your plan, usage, payment information, and invoices | View access to App-level Settings and Sensitive Data |
| Change or cancel your plan, and update your payment card | Edit access to App-level Settings and Sensitive Data |
If you have only View access, the buttons that change your plan or payment card don't appear. Agency users and other third-party users don't have a Billing tab.
For additional details on permissions, view our guide to access levels, roles, and permissions.
Access billing features
Navigate to the Billing tab in Branch to start using billing features.
What the Billing tab shows depends on whether your account is self-serve or enterprise. Self-serve accounts see all the modules in this article. Enterprise accounts see only a Usage chart of their monthly usage and the Invoice History table.
To update your payment card, see Manage Payments.
Plan details
The plan module shows an overview of your Branch plan, with your plan's name as its title. It includes:
- Your plan's status, such as how often you're billed and when a free trial ends
- The Branch products, features, and add-ons that are part of your plan, on the Features and Add-ons tabs
- Any packages that are about to expire
Select Manage plan to make changes to your Branch plan. To cancel during a free trial, select Cancel free trial. After the trial, select Cancel subscription.
Volume credit usage
The Usage module shows how many volume credits your app has used this month, out of the number your plan includes. It can also show how many web links and QR codes you've created and how many clicks Branch has tracked. Below the current month, it shows last month's usage.
To change the number of volume credits available for your app, select Manage plan in the plan module.
Payment information
The Payment information module is where you can see what payment card is being used for this Branch account.
Select Update to change your payment card.
Estimated upcoming bill
The Estimated upcoming bill module gives you an estimated projection of your upcoming invoice amount. The estimate includes your subscription, overages, and taxes for the billing cycle, and the module shows when the cycle ends.
Invoice history
The Invoice History module gives you a high-level overview of your past invoices, including:
- Invoice number
- Invoice date
- Invoice balance
- Invoice amount
- Due date
Enterprise accounts also see "Service period" and "Multi-app invoice" columns.
To download an invoice, select the download icon in the "PDF" column.