Managing Billing — Walkthrough Guide

Overview

The Billing & Payments page is accessible from Settings → Account → Billing. This is where you manage your token balance, purchase additional tokens, set your billing mode, assign a billing contact, and review transaction history. All payments are processed securely through Stripe.

Accessing Billing Settings

1. Click the gear icon or navigate to Settings from the sidebar.
2. In the left navigation panel, under the Account section, click "Billing".

Token Balance

At the top of the Billing page, you'll see your current Token Balance. Tokens are the currency used across the platform for:

• AI-powered features (summaries, insights, query generation)
• Workflow executions
• Integration data syncs
• Dashboard data operations

Your balance decreases as you use these features.

Purchasing Tokens

To add more tokens to your account:

1. Navigate to the Billing settings tab.
2. You'll see options to purchase token packages via Stripe.
3. Select a token amount and click to purchase.
4. A Stripe checkout modal will open for secure payment.
5. Once payment is confirmed, your token balance is updated immediately.

Billing Mode

Vantage supports two billing modes:

You can switch between modes from the Billing settings page.

Billing Contact

You can assign a billing contact for your organization. This is the person who will receive:

• Invoices and receipts
• Payment failure notifications
• Subscription change confirmations

To set a billing contact, enter the email address in the designated field on the Billing page.

Transaction History

The Billing page includes a transaction history section that shows:

• Date and time of each transaction
• Transaction type (purchase, subscription payment, refund, etc.)
• Amount charged
• Token credits received
• Payment status (succeeded, failed, pending)

Stripe Integration

All payment processing is handled by Stripe. Vantage never stores your credit card information. When you make a payment:

1. A secure Stripe checkout session is created.
2. You enter your payment details directly into Stripe's UI.
3. Stripe processes the payment and confirms it via webhook.
4. Your Vantage account is credited with the purchased tokens.

Troubleshooting