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Billing

Client usage and rebilling

For agencies: metering client spend, caps and automatic invoices.

What is metered

Systemly records platform-managed SMS segments, email sends, and active phone-number days against the workspace that used them. Each event has a configured unit price; the current month's quantities and totals appear under Settings → Usage & limits. The accounting month is a UTC calendar month, and totals are shown in the workspace currency.

Set a monthly cap

  1. Open the client workspace's Settings → Usage & limits page.
  2. Enter a Monthly cap in that workspace's currency, or leave it blank for no cap.
  3. Select Save controls. You need permission to manage integrations.

The minimum cap is 1 currency unit. When the projected next managed SMS or email charge would exceed the cap, Systemly suspends managed sending for that workspace. Review the total, adjust the cap if needed, then select Save and resume. Active phone-number rental is still recorded while sending is suspended, so the cap is not an absolute ceiling on the final monthly total.

Enable monthly rebilling

  1. Arrange a Stripe customer for this client on the platform Stripe account used for managed-usage invoices.
  2. Copy its cus_... ID into the workspace's Stripe customer ID field under Settings → Usage & limits.
  3. Select Save controls and check that the customer ID remains on the page.
  4. After the month closes, check the Stripe account for the previous month's usage invoice.

Automatic rebilling needs the platform Stripe key, a valid customer on that Stripe account, and the scheduled usage sweep to run. It creates one automatically collected invoice per configured workspace for a non-zero prior month, using the workspace currency. No invoice is created for a zero-usage month. A workspace's own Stripe Connect account or integration key does not replace this customer ID.

Review before charging clients

  • Check each workspace's month-to-date quantity and total before month end.
  • Confirm the Stripe customer ID belongs to the intended client and platform account.
  • Keep the workspace currency aligned with the currency you expect to invoice.
  • Use Stripe for invoice delivery, collection status, and payment-method issues.