Billing preferences help your firm understand usage, receive reports, and manage spending controls. Most billing settings are managed from Company Settings -> Billing and Reports and require admin access.
Depending on your account setup, the billing area can show:
If you do not see a billing option, your role may not have permission or the feature may not be enabled for your company.
Use Billing Preferences to choose the primary billing contact for your company. This contact receives billing alerts and scheduled billing reports by default.
Billing mode controls how your company pays for eligible usage. Depending on your setup, your account may use Monthly Invoice or Refillable Wallet. Monthly Invoice tracks usage for invoicing, while Refillable Wallet uses a wallet balance and refill workflow.
The billing page summarizes the current month so admins can monitor spend before the month closes.
Common usage fields include:
When a monthly spending cap is reached, campaigns can pause until the cap is raised or removed.
Billing reports help your team review usage by month, date range, and AI Agent.
To access reports:
Reports can include usage such as calls, messages, successful calls, conversions, self-healing activity, courtesy credits, and related cost details. CSV exports can include campaign names so your team can sort usage by campaign.
For a step-by-step reporting walkthrough, see Billing & Usage Reports. For Voice AI call rounding and call-screening examples, see Voice AI Call Duration Billing.
Courtesy credits are managed by the Kayse billing team. If a courtesy credit applies to a billing period, it can appear in billing totals and reports as a separate credit amount.
You can schedule billing reports to send automatically.
Scheduled reports send to the primary billing contact and any additional recipients configured for the company.
Monthly spending caps help prevent unexpected usage. When a cap is enabled, Kayse tracks current and projected spend against the configured limit.
Admins can also use billing alerts:
Additional alert recipients can be added as one email address per line.
Some companies use a refillable wallet billing mode. The wallet stores a balance that is used for eligible Kayse usage. When the balance drops to the configured threshold, the account can be queued for refill processing.
Wallet settings can include:
Low balance warnings can notify the client when the wallet reaches 30% of the refill amount. Refill processed notifications can confirm when support processes a manual refill.
When wallet mode is active, the billing page can show refill history. Each row includes the transaction type, date, amount, and balance after the transaction.
Use refill history to understand when wallet funds were added or adjusted and how the balance changed over time.