If you’ve ever wondered where your money is going inside Agent CRM — or what those small charges on your card mean — this guide is for you.
Inside the Billing Section of Agent CRM, you’ll find complete transparency into your subscription details, phone credit spending, digital wallet balance, and invoices.
Let’s walk through it all so you know exactly what to expect, how to reduce micro-charges, and how to keep your billing organized.
📍 Start in Settings → Billing
To access your billing dashboard:
- Go to Settings in the lower-left corner
- Click on Billing
Here, you’ll see:
- Your current subscription plan
- Your next invoice date
- A breakdown of recent charges
- Access to your invoices
- Your credit card on file
This section shows whether you’re on the Starter Plan or have upgraded to Agent CRM Pro — and it keeps a log of your upcoming billing cycle.
🧾 Review Payment Method & Update Info
Click the Payments tab to update your:
- Credit card on file (used for both your subscription and wallet)
- Tax info
- Payment history
Need to switch cards or fix a failed payment? Just click the pencil icon and make updates quickly.
💡 Understanding the “Charges” Tab
The Charges tab gives you a line-by-line view of every charge, including:
- Subscription fees
- Auto top-ups for your phone/text/email wallet
- Any one-time carrier fees
You’ll notice some seemingly strange amounts (like $10.58) — let’s break that down in the next section.
🔄 What Are Wallet Auto Top-Ups?
Agent CRM uses a digital wallet to manage carrier fees (texting, calling, emails).
Here’s how it works by default:
- When your balance dips below $0, we automatically top it off by $10
- If you were at -0.58, we’ll charge your card $10.58 to get back to +$10
💡 Pro Tip: You can avoid multiple small charges by increasing your auto top-up amount.
For example:
🟢 When wallet balance < $10 → Add $50 (instead of $10)
This keeps your balance stable and avoids failed campaigns due to low funds.
📊 Wallet Transaction Breakdown
Click the Wallet and Transactions tab to see:
- Wallet balance
- Past top-ups
- Itemized charges (phone, text, email, etc.)
- A 3-month history of wallet usage
This full transparency helps you know where every penny is going — from your phone number rental fee to text message campaigns and beyond.
📈 What’s Causing My Charges?
Most agents see charges from:
- 📞 Phone number rental (monthly)
- 📩 Text messages (usually $0.02/message)
- 📧 Emails (small cost based on volume)
If you’re running consistent outreach, these charges add up — but they’re marketing investments, not random fees.
Each text or call helps increase:
- Show rates
- Lead conversions
- Client retention
That’s money well spent — as long as you’re optimizing your campaigns.
🧮 Downloading Invoices
To download any invoice:
- Go to the Charges tab
- Click View next to the charge
- A new window will open with your invoice ready to download
Perfect for your records, taxes, or bookkeeping.
✅ Final Tips to Manage Billing Like a Pro
- 🔁 Adjust top-up settings to avoid micro-charges
- 💳 Keep your card info updated
- 📄 Download invoices for your records
- 📉 Monitor your sending volume to manage costs
- ❓ Confused? Book a QuickFix Call
💬 Final Thought
Carrier charges are new to many agents — but once you understand how they work, you’ll see they’re not random.
They’re tied to your growth, your outreach, and your revenue.
Stay on top of your billing, and let Agent CRM do the heavy lifting.
🧠 If you need help reviewing your account, our support team is ready. Book a free QuickFix Call here: https://live.agent-crm.com
