ScaleBoss Knowledgebase

Settings: Billing

Understand your plan, seats, usage, included features, and how to manage billing through Stripe.

What this section is for
The Billing page provides a clear view of your organization's active subscription, seat usage, billing details, AI consumption, and plan-based features. It is the central place to understand what your account includes and where to go when you need to update payment or subscription information.

Billing page overview

Why the Billing section matters

The Billing section gives leaders and administrators a clear view of the organization's commercial and operational status inside ScaleBoss. Use it to confirm your current plan, monitor seat usage against team growth, review AI consumption, and verify which features are active or upcoming. Keeping this information current helps avoid service interruptions, unexpected seat costs, or confusion about available capabilities.

Who should use this page

This page is intended for organization admins, company leadership, operational owners, and anyone responsible for subscription administration. Finance or implementation stakeholders who need to review plan structure, seat counts, feature availability, or AI usage patterns will also find it useful.

How the Billing page is organized

The page opens with an executive-level snapshot, followed by a detailed breakdown of included features and add-ons. The main sections are:

• Subscription Header — plan status and billing cadence.

• Plan & Pricing — base subscription cost and any additional seat charges reflected in the total monthly amount.

• Seat Usage — included seats, additional seats, and total active seats.

• Billing Period & Payments — payment timing information when available.

• AI Usage This Month — request and token consumption for AI features in the current cycle.

• Add-ons & Features — capabilities that are included, enabled, or coming soon under the current plan.

Subscription header

What you will see

At the top of the page, ScaleBoss displays the current plan name, subscription status, billing cadence (e.g., monthly), and a Manage Billing button.

How it works

This header provides a quick confirmation of the organization's commercial status. The active badge indicates the subscription is in good standing, and the billing cadence shows whether the account is billed monthly or on another schedule.

Why it is important

This summary is the fastest way to verify that the correct subscription is attached to the organization and that billing is not paused, expired, or disconnected.

Manage Billing button

What happens when you click it

Selecting Manage Billing takes you out of ScaleBoss settings and into the organization's billing management experience through Stripe.

How it works

Stripe handles subscription administration for ScaleBoss. From the Stripe portal, authorized users can review invoices, update payment methods, manage subscription details, and perform other supported billing actions.

Why it is important

This keeps payment and subscription management in a secure, purpose-built environment while ScaleBoss remains focused on product administration and visibility.

Plan & Pricing

What you will see

This card shows the subscription price and total monthly amount. When seats have been added beyond the plan's included allotment, the total reflects both the base plan cost and the additional per-seat charge.

How it works

ScaleBoss displays the plan amount, billing cadence, and effective total based on current seat usage in a straightforward format.

Why it is important

Leadership and admins get immediate visibility into the account's cost structure without leaving the page or manually calculating seat overages.

Seat Usage

What you will see

The Seat Usage card shows included seats, additional seats and their cost, and the total seats currently in use. A progress bar provides an at-a-glance visual indicator.

How it works

As your organization adds users beyond the included seat allotment, those extra seats are reflected here, allowing you to track growth against plan capacity and understand the billing impact.

Why it is important

Seat growth often happens gradually. This card makes overages immediately visible so you can manage costs, user provisioning, and subscription planning more effectively.

Billing Period & Payments

What you will see

This section displays the most recent payment date and the next scheduled payment when available. Some values may appear as unavailable if the billing data is managed entirely through Stripe or has not yet been surfaced on the page.

How it works

This section serves as a billing timing reference, helping admins quickly understand where they are in the billing cycle and when to expect the next charge.

Why it is important

Having a simple payment timeline visible inside the platform is useful for finance, operations, and leadership teams who need quick confirmation without navigating into external billing systems.

AI Usage This Month

What you will see

The AI Usage card shows the current month's AI requests, tokens used, and overall usage percentage for the cycle, with a usage bar for a quick visual read.

How it works

When your organization uses AI-powered features in ScaleBoss, the platform tracks and summarizes that activity here, showing how heavily AI-assisted functionality is being used during the billing period.

Why it is important

AI usage visibility helps teams understand adoption, manage expected consumption, and connect platform value to real operational activity. It also prevents confusion as more users adopt AI-assisted workflows.

Add-ons & Features

What you will see

The lower section of the page lists plan-based capabilities and add-ons, each with a short description and a status indicator: Included, Enabled, or Coming Soon.

How it works

This section acts as a feature availability index tied to the organization's current plan and product rollout. Included means the feature is part of the plan. Enabled means it is active and ready to use. Coming Soon means the capability is planned but not yet available.

Why it is important

This gives customers clarity about what they can use now, what is covered by their subscription, and what is still pending release — reducing support questions about feature availability.

Understanding feature status labels

The Add-ons & Features list uses simple status labels to communicate feature availability at a glance.

Status	Meaning	What it tells the user
Included	Part of the current plan	The feature is packaged within the subscription and available according to the plan structure.
Enabled	Turned on for use	The feature is active in the organization and ready to use.
Coming Soon	Not yet released	The capability is planned but not currently available in the live product.

Examples of features shown on the page

The Billing page may display features and add-ons such as AI Advisor, Notes & Todos AI, Integrations, Compliance tools, and Messaging Attachments. These labels convey the breadth of what is packaged into the plan and what may still be on the roadmap. Exact features may evolve as the product grows.

Best practices for admins

• Review seat usage regularly, especially after onboarding new leaders, teams, or client organizations.

• Use the page as a monthly checkpoint to confirm the subscription still matches your organization's size and needs.

• Monitor AI usage trends if your team relies heavily on AI-supported workflows, notes, or coaching features.

• Use Manage Billing to handle payment methods, invoices, or subscription changes through Stripe.

• Check the Add-ons & Features section before assuming a capability is unavailable — it may be included, enabled, or marked as coming soon.

Common questions

Why does the total monthly amount look higher than the plan price?

The total can include both the base subscription and additional seat charges beyond the seats included in the plan.

Why are payment fields blank or marked unavailable?

Some billing details are managed directly through Stripe or may not yet be surfaced on the page. Use Manage Billing for the full billing administration experience.

Where do I update payment methods or view invoices?

Use the Manage Billing button to access Stripe, where all billing administration is handled securely.

Why does a feature say Coming Soon?

The feature is on the roadmap or in rollout but is not yet available for active use.

Does this page replace Stripe?

No. This page provides visibility and summary information inside ScaleBoss. Stripe remains the platform for payment and subscription administration.

In summary
The Billing section gives you a clear view of your ScaleBoss account's commercial health in one place — covering plan pricing, seat usage, AI consumption, and feature availability — while routing payment and subscription management to Stripe via the Manage Billing button.

Managing Your ScaleBoss Billing, Seats, and Subscription