Checking Billing and Wallet Recharge

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SOP: Review and Manage Billing, Wallet, and Usage Charges in FloLoyal

Objective

This SOP explains how to review subscription billing, payment details, wallet usage, recharge settings, transaction history, and export reports in FloLoyal. Use it to monitor spend, prevent service interruptions, and identify what is driving account charges.

Key Steps

1. Open the Billing section in Settings 0:01

• Go to Settings and select Billing.

• Review the billing area to see charges related to your FloLoyal account.

• Confirm the current subscription plan displayed for the account.

2. Review subscription, payment, and invoice details 0:09

• Check the active subscription plan and verify it matches what the account should be using.

• Open Payments to review:

  • Payment method

  • Billing information

  • Tax information, if applicable

• Open Invoices to view monthly charges and billing history.

3. Review wallet charges and payment history 0:26

• Use the wallet-related billing views to review charges tied to usage.

• Check charges associated with:

  • SMS

  • Email

  • AI usage

  • Other wallet-based services

• Review payment history to confirm what has been billed and when.

4. Check usage overview and spending trends 0:37

• Open Wallet and Transactions to view the total spend for the account.

• Review the usage overview for:

  • Month-over-month spend changes

  • Top spend categories or products

  • Unusual spikes or large increases in usage

• Use this view to identify trends that may require follow-up.

5. Drill into activity details for specific tools or workflows 0:59

• Switch to the Activity view on the left-hand side.

• Review detailed usage by tool, workflow, or account activity.

• Use this section to understand exactly which actions are generating spend.

6. Check wallet balance and recharge status 1:13

• Open Wallets and Transactions and review the current wallet balance.

• Confirm whether the balance is positive or negative.

• If the balance is negative, note that messaging may stop until the wallet is replenished.

7. Update recharge amount and low-balance threshold 1:36

• Adjust the recharge amount to reduce the number of small recurring charges.

• Example approach:

  • Increase recharge from a smaller amount to a larger amount, such as from $10 to $50.

• Set the low balance limit to trigger recharge before the balance reaches zero.

• Example approach:

  • Set recharge to occur at $10 so the system tops up before messages are interrupted.

8. Confirm low-balance notifications are enabled 2:33

• Verify that low wallet balance notifications are active.

• Expect alerts by email and text when the wallet balance becomes low.

• Use these alerts to prevent service interruptions and keep messaging active.

9. Review transaction-level details to identify specific charges 2:42

• Open Transactions to see every charge in detail.

• Select a transaction record to view:

  • Exact charge amount

  • Conversation or activity details

  • Associated contact

• Match the transaction to the contact and timestamp in the system to determine what caused the charge.

10. Export reports for tracking and recordkeeping 3:05

• Use the Export Center to send reports for external tracking.

• Export billing or usage data to your email as needed.

• Keep exported reports for internal review, reconciliation, or sharing with stakeholders.

Cautionary Notes

• Negative wallet balances can stop text messages from sending. Replenish the wallet immediately if the balance drops below zero.

• Recharge settings affect frequency, not total spend. Increasing the recharge amount reduces how often charges occur, but does not reduce overall usage cost.

• Set the low-balance threshold high enough to avoid service interruptions, especially for accounts that rely on SMS delivery.

• Investigate unusual spikes in usage promptly to confirm whether they are expected or indicate a problem.

Tips for Efficiency

• Use a larger recharge amount to reduce the number of small card charges each month.

• Set the low-balance threshold above zero so the system has time to recharge before messaging is interrupted.

• Review the Activity view when you need to identify which tool or workflow is driving spend.

• Check transaction details first when investigating a charge; then match the contact and timestamp to the related action.

• Export reports regularly to simplify monthly reconciliation and trend analysis.