Billing and Pay-As-You-Go Settings in Z360
Overview
Configuring billing and managing your pay-as-you-go settings in Z360 allows you to track service usage and ensure that your subscription remains in good standing. This guide will help you navigate through pricing details, review usage logs, manage your subscription and payment methods, and use prepaid wallet controls when they are available for your organization.Accessing Billing and Pricing Information
- Navigate to Settings
Click on the Settings menu in your Z360 dashboard to access account configuration options. - Open Billing Section
Click on Billing to open the billing-related settings and options. - Review Plan Tab
Click Plan to see your current plan, monthly usage credit, fair-use limits, invoices, and available plan-change options. - Select Pricing Tab
Click on the Pricing tab to view detailed pricing information for Z360 services. This section shows you the cost of different features and usage.
Review Your Plan
The Plan tab shows your subscription, included monthly credit, phone or fax number allowance, usage limit meters, pending plan changes, and recent invoices. Existing Legacy customers can keep Legacy until they choose to switch. If your organization is on Legacy, Z360 may show comparison cards for the newer Platform and Managed plans. Switching is optional, but Legacy is retired, so you cannot switch back to Legacy after changing plans. Use Change plan or Upgrade to Managed when your team is ready to compare available plans. Review the plan price, included monthly usage credit, team calling and Everyday Ask Z limits, number rental allowance, and included services before confirming.Review Pricing Details
The Pricing tab groups current rates by service category:- Messaging: SMS parts, MMS parts, and fax pages.
- AI & Chat: agent chat turns, Ask Z chat tokens, and connected app tool calls.
- Voice: call connection, human agent call time, and AI agent call time.
- Numbers & Compliance: phone numbers, fax numbers, 10DLC brand registration, campaign review, and monthly campaign fees.
Understand Call and Conference Usage
Call usage can include more than one billing unit. Review usage logs when you need to understand the full cost of voice activity.- Call connection records the connected call event.
- Human agent call time tracks time spent by a teammate on a call.
- AI agent call time tracks time handled by the AI voice agent.
- Conference participants can add additional usage because each added participant creates more call activity.
- Phone number months track rented phone number subscription time.
Access and Review Usage Logs
- Access Usage Logs
Click on Usage Logs to review detailed records of your service usage. - Choose a Date Range
Use the date selector to choose the exact period you want to review. Aggregated totals, detailed rows, quantities, charges, total amount, and monthly wallet usage update for the selected dates. - Open Aggregated Usage View
Click on Aggregated View to see summarized usage by unit type. This view shows Total Quantity and Total Amount for the selected period, plus summary cards for Total Amount and Usage This Month when wallet usage is available. - Open Detailed Usage View
Click on Detailed View for a deeper look at individual usage entries.
Manage Prepaid Billing
Some organizations use prepaid billing. When prepaid billing is enabled, Billing also includes Wallet, Wallet Settings, and Statements.- Wallet shows the current balance, plan credit, top-up balance, usage this month, spend cap progress when enabled, and recent activity.
- Recent activity groups usage charges by day. Click View details on a usage row to open the matching detailed Usage Logs day.
- Add funds lets prepaid teams add wallet balance through a secure Stripe checkout flow.
- Wallet Settings lets you configure Auto-recharge, Usage alert, and Monthly spend cap controls.
- Statements lets you download closed-month prepaid statements as PDFs.
Filtering and Sorting Usage Data
- Open Filter Options
Click on Filter to open the filtering options for usage data. - Select Unit Types Filter
Choose specific unit types to filter by (e.g., SMS, calls, agent chat). - Review Active Filters
Active filters appear above the table so you can confirm what is narrowing the results. - Select Date Range Filter
Use the Date Range Filter to specify the time period for which you want to view usage data.
Sorting Usage Logs
- Sort by Oldest Usage
Click Sort By Oldest to view usage records from the earliest to the latest. - Sort by Amount Descending
Click Sort By Amount (High to Low) to view usage records with the highest costs first. - Sort by Amount Ascending
Click Sort By Amount (Low to High) to see the lowest-cost usage entries first. - Sort by Quantity Descending
Click Sort By Quantity (High to Low) to order usage records by the largest quantities. - Sort by Quantity Ascending
Click Sort By Quantity (Low to High) to see records with the smallest quantities. - Sort by Newest Usage
Click Sort By Newest to display the most recent usage records first.
Search and Review Usage Logs
- Search Usage Logs
Click the Search field to search the logs by specific keywords or terms related to the service usage.
Managing Payment Methods and Subscriptions
- Return to Pricing Tab
Click Pricing to go back to the pricing overview and review any changes to your plan. - Open Billing Portal
Click Open Billing Portal to manage your subscription and payment methods. - Switch to Stripe Billing
For detailed billing information, switch to Stripe Billing by visiting billing.stripe.com. - View More Billing Options
Click View More to access your invoices and billing history for the organization. - Add Payment Method
Click Add Payment Method to add a new credit card or payment option to your account.
Tips
- Review Pricing Regularly: Keep track of service costs and usage to manage your budget effectively.
- Use Filters for Better Insights: Filtering usage logs helps identify high-cost services or areas where you can optimize usage.
- Review Conference Calls Separately: Calls with added participants can create more usage than a simple one-to-one call.
- Start with Aggregated View: Use aggregated usage to spot the biggest cost categories before opening detailed line items.
- Check the Date Range First: Make sure the selected dates match the billing period or campaign window you are reviewing.
- Watch AI and Tool Usage: Ask Z chat tokens and connected app tool calls can appear alongside messaging, voice, compliance, and number charges. Ask Z and connected-app actions may show as free during limited-time promotional periods.
- Review Included Credit First: On newer plans, included plan credit and top-up balance can appear separately in Wallet. Check both before adding funds.
- Compare Usage to Outcomes: For sales pipelines, review usage alongside secured leads, ROI, and net profit.
- Check Your Invoices: Always review invoices in Stripe Billing to ensure accurate billing for services.
- Set Usage Alerts: Consider setting up alerts for high usage to avoid unexpected charges. Prepaid teams can also set alerts and spend caps from Wallet Settings.
- Manage Payment Methods: Keep your payment methods updated to prevent any interruptions in service.