Credits & Credit-Based Billing

Credits and hours are allowances an organization can use for service requests. Clients can receive them through eligible service purchases, subscriptions, and top-ups. Organization members share the account's available balance.

These are client service allowances. AI usage credits are a separate balance used for AgencyPro's AI features.

Access and setup

Credit-based and hour-based services require the corresponding plan features. Configure the service and the relevant modules in workspace settings, then connect a supported payment provider when accepting online purchases.

There is no separate package-level currency or expiry field in the top-up form. The workspace's billing currency is used for package pricing.

Create a package

1. Open Top-ups in the team dashboard and choose Create.
2. Enter a title and optional description.
3. Choose Credits or Hours.
4. Enter the number of units and the currency price.
5. Save the package and ensure it is active before sharing it.

Create several packages when you want to offer different quantities or prices. For example, a 100-credit package and a 500-credit package can have different effective prices per credit. See Top-ups for management and purchase steps.

Include credits or hours in a service

1. Create or edit a service.
2. Choose credit-based or time-based pricing.
3. Set its currency price and included credits or hours. For a recurring service, configure the allowance on each pricing tier.
4. Configure the request allocation and limits.
5. Review rollover settings for recurring allowances, then publish the service.

The purchase price pays for the package. The included credits or hours determine the allowance available for future requests.

View balances

Team members

Open the client's organization and its Credits tab. Review purchased, used, and remaining credits and hours, along with the underlying stock records and their purchase references.

The organization's Services area also shows service purchases and subscriptions. Use these records when checking which allowance belongs to a particular service.

Clients

Open Credits in the client portal. The page shows credit and hour summaries, purchased stock, and transaction history. Use the available transaction-type and date filters to investigate activity.

Clients in the same organization see shared account allowances. Check the organization and active workspace when a balance appears incorrect.

Use an allowance on a request

Clients submit a request for an available service. AgencyPro checks the relevant purchased stock and remaining allowance. If the allowance is insufficient, the client needs an eligible purchase or top-up before continuing.

When a team member creates a request, the billing choice determines the flow:

• Free of charge: Create the work without charging an allowance or sending an invoice.
• Deduct from service: Use the client's eligible purchased service stock.
• Send invoice: Create the request with an invoice billing flow.

Authorized team members can update a request's credit allocation or allocated hours from the request controls. Review the balance and change before saving. These request controls are different from a general organization-to-organization credit transfer tool.

Expiration and rollover

Purchased stock can have an expiry associated with its subscription period or purchase context. Expired stock is excluded from available consumption. Recurring services expose rollover options for unused credits and hours.

Review the actual subscription, stock records, and service settings when explaining an allowance to a client. The standard top-up editor does not provide configurable expiry days, grace periods, or scheduled expiry-warning emails.

Transaction history

Use transaction history and stock records together to investigate purchases and usage. Records can include the date, units, source, related service or package, and purchase reference.

A request-level credit adjustment does not by itself imply a payment refund. Handle financial refunds through the relevant billing and provider process, and review the account's allowance afterwards.

Troubleshooting

• Insufficient balance: Check the correct organization, active stock, service eligibility, expiry, and the requested allocation.
• Purchase missing: Confirm that payment completed, then review the package, purchase record, and reference before retrying.
• Unexpected deduction: Check recent requests and their billing choices or allocation changes.
• Credit option unavailable: Check plan access and the service's pricing configuration.
• Hour balance differs from credits: Hours and credits are separate allowances; a credit package does not add hours.

For payment setup, see Payment Providers. For request billing choices, see Requests.