Managing your billing on the Chatavise platform is simple and intuitive when you know where to look and what options you have. In this guide, we'll cover everything from navigating to the billing page, adjusting your subscription, managing credits, handling payment methods, reviewing invoices, and even pausing or deactivating your account.


Navigating to the Billing Section

Start by going to the Setup page within your Chatavise dashboard. From there, scroll down to find the Billing section. This is your central hub for managing all billing-related settings and information.

Membership Overview

The Membership page displays the details of your current plan, including:

  • Subscription Tier and Monthly Cost

  • Included Features:

    • Automation credits

    • Phone lines

    • Number of users

    • Active workflows

    • Number of businesses managed

You can easily upgrade to a higher plan if your business needs change. Although pricing shown in the demo may not reflect actual costs, the process to upgrade or explore plans is straightforward.

Pausing or Deactivating Your Account

If you need to deactivate your account:

  • Click Deactivate Account at the bottom of the membership page.

You can choose to Pause for $20/month to retain:

  • Your phone number

  • Your carrier registration (A2P 10DLC compliance)

If you deactivate without pausing:

  • You have 14 days to port your phone number to another carrier.

  • After 14 days, the number will be permanently released and unrecoverable.

  • Your chat history and contact data will be retained, but texting capabilities will end.

✅ Recommendation: Pausing is highly recommended if you plan to return, as it preserves all necessary assets.

Managing Payment Methods

On the Payment Methods page, you can:

  • Add new payment methods

  • Set default payment options

  • Remove outdated cards

You can easily switch between payment methods or remove them as needed, all within a few clicks.

Managing Credits

Chatavise operates on a credit system where:

  • SMS and MMS messages consume credits.

  • Campaigns and automated workflows use credits as they run.

Key features of the Credits page:

  • Monitor free included credits (varies by plan)

  • Track used credits and scheduled credits for future campaigns

  • Understand what activities (campaigns, automations, integrations like Calendly or Housecall Pro) are consuming credits

Important Notes:

  • Scheduled Credits: Credits for future campaigns are only charged when the campaign runs.

  • Canceling Scheduled Campaigns: If you cancel a campaign before it runs, no credits will be deducted.

  • Upgrading to higher plans reduces the cost per credit, which is beneficial as your subscriber base and messaging volume grow.

Reviewing Invoices

The Invoices page lets you:

  • View upcoming invoices and estimated charges (including any overage credits)

  • Review and download past invoices

  • Pay open invoices if a payment method fails (such as an expired credit card)

This section gives you full visibility into your billing history and upcoming charges.

Getting Help and Providing Feedback

If you have questions, use the Get Help button directly from the billing page to:

  • Browse support articles

  • Submit feedback or suggestions

  • Contact Chatavise support

The Chatavise team actively welcomes user feedback to improve the platform.

Conclusion

Managing your billing in Chatavise is designed to be user-friendly and flexible. From handling your subscription and credits to managing payment methods and invoices, you have all the tools you need to keep your account running smoothly.

Key tip: Always pause your account if you plan to return, and regularly monitor your credits to avoid unexpected charges.