AiDial Docs

#Billing

RoleAccess Level
Client AdminFull access
Client ManagerFull access
Client StaffNo access
Partner AdminAssigned clients only
Partner UserNo access

#Overview

The Billing page is available for eligible roles. It shows your organisation's current plan, billing period, invoice status, included-minute usage, invoice history, and Stripe billing portal access.

#Prerequisites

  • You are signed in as a Client Admin or Client Manager. Client Staff do not have access to billing — contact your administrator for billing enquiries.
  • Partner Admins can access billing only for assigned clients. The portal billing routes require an explicit assigned client_id for partner-scoped billing requests.
  • Navigate to Billing in the portal sidebar.

#Billing Overview

The billing overview shows:

  • Current plan name and billing period
  • Monthly fee, including the discounted monthly fee when active discounts apply
  • Invoice status, next invoice date, and last invoice total
  • Included-minute usage with on-track, warning, action-needed, and over-limit states
  • Estimated overage charges when your usage is over the included-minute limit
  • Metered usage, per-minute rate, estimated metered charges, and freshness status when your tenant uses metered billing
  • Active discount notices when discount data is available

#Viewing Invoices

  1. Scroll to Invoice History.
  2. Review the invoice month, total, payment status, and invoice number.
  3. Use Show details to expand an invoice. Expanded details include subtotal, tax, amount paid, amount due, due date, paid date, and any metered or discount line items returned for that invoice.
  4. Use Previous and Next to move through invoice pages when more invoices are available. The portal requests invoice pages in batches of 20.

#Downloading Invoice PDFs

  1. Locate the invoice in Invoice History.
  2. If the invoice shows Download PDF, select it.
  3. Confirm the download prompt. Invoice PDFs can contain sensitive billing details, so continue only on a trusted device.
  4. The portal prepares the PDF and saves it as invoice-<invoice_id>.pdf.

If an invoice shows PDF unavailable, the portal cannot download a PDF for that invoice. Use the Stripe billing portal or contact support if you need a copy.

#Payment Portal

Select Open Billing Portal to open the Stripe-hosted billing portal in a new tab. The portal asks for confirmation before creating the Stripe session.

Use the Stripe billing portal for payment-profile and invoice actions configured for your tenant.

#Empty State

If your organisation has not yet been invoiced, the invoice history displays No invoices available yet or explains that your first invoice will appear after the current billing cycle closes.

If billing has not been configured for your tenant, the page displays Billing is not configured and Contact support opens the Support page with a new Billing ticket started for setup help. If billing provider configuration needs attention, the page displays a configuration warning and opens the same Support workflow with billing configuration context instead of sending you to Settings.

If usage details are temporarily unavailable, plan and invoice details can still appear while the usage summary shows a usage-unavailable state.

#Common Issues

  • Cannot access billing: Billing is available to Client Admins, Client Managers, and assigned Partner Admins only. Client Staff and Partner Users do not have access.
  • Partner Admin billing data does not load: Make sure you are opening billing with a client you are assigned to. Out-of-scope or missing client scope is returned as not found.
  • Billing is not configured: Use Contact support on the Billing page to open a Billing support ticket for setup help, or contact help@aidial.com.au if the Support page is temporarily unavailable.
  • Billing details could not be loaded: Select Refresh. If the issue persists, see Troubleshooting.
  • Invoice PDF unavailable: Use the Stripe billing portal or contact support for the invoice copy.
  • Invoice download timed out or the PDF is too large: Try again later or use the Stripe billing portal.
  • Billing requests are rate-limited: Wait a moment and try again.

#Access And Security Notes

  • Billing is scoped to your own organisation, or to an explicitly selected assigned client for Partner Admin users.
  • The browser uses your signed-in portal session. You do not need to enter or send an API key.
  • Out-of-scope billing resources are shown as not found to protect other organisations' billing data.
  • Invoice PDFs can contain sensitive billing details. Download them only on trusted devices and store them securely.
  • The Stripe billing portal opens only after the portal creates an approved billing-session link for your account.