# Manage billing and AI credits — Stacks help > Settings → Billing shows the workspace’s current plan and billing actions. Markdown version of https://stackscrm.com/features/manage-billing-and-credits — append `.md` to any page URL on this site (homepage: https://stackscrm.com/index.md). Index: https://stackscrm.com/llms.txt · Full site in one file: https://stackscrm.com/llms-full.txt --- #### Getting started - [Create your account](https://stackscrm.com/features/create-account-set-up-workspace) - [Invite your team](https://stackscrm.com/features/invite-team-set-roles) - [Your dashboard, explained](https://stackscrm.com/features/dashboard-tour) #### CRM - [Import your contacts](https://stackscrm.com/features/import-contacts) - [Add a contact](https://stackscrm.com/features/add-contact) - [Organize with tags](https://stackscrm.com/features/organize-contacts-with-tags) - [Manage your pipeline](https://stackscrm.com/features/manage-sales-pipeline) - [Add custom fields](https://stackscrm.com/features/add-custom-fields-to-contacts) - [Capture leads with a form](https://stackscrm.com/features/capture-leads-web-form) - [Export your contacts](https://stackscrm.com/features/export-contacts) #### Email marketing - [Send a campaign](https://stackscrm.com/features/send-email-campaign) - [Set up a drip sequence](https://stackscrm.com/features/email-drip-sequence) - [Grow your list](https://stackscrm.com/features/grow-email-list-opt-in-forms) #### Reviews - [Request a review](https://stackscrm.com/features/request-customer-reviews) - [Reply to reviews](https://stackscrm.com/features/reply-to-reviews-with-ai) - [Add the reviews widget](https://stackscrm.com/features/add-reviews-widget) #### Invoicing - [Create an invoice](https://stackscrm.com/features/create-and-send-invoice) - [Send an estimate](https://stackscrm.com/features/send-estimate-quote) - [Get paid online](https://stackscrm.com/features/payment-links) - [Recurring invoices](https://stackscrm.com/features/set-up-recurring-invoices) - [Expenses & profit](https://stackscrm.com/features/track-expenses-and-profit) - [Projects & billable time](https://stackscrm.com/features/bill-project-time) - [Ask AI about your numbers](https://stackscrm.com/features/ask-ai-financial-questions) #### Scheduling - [Set your availability](https://stackscrm.com/features/set-availability-take-bookings) - [Create an appointment type](https://stackscrm.com/features/create-appointment-type) - [Share your booking link](https://stackscrm.com/features/share-embed-booking-link) #### Support - [Manage support tickets](https://stackscrm.com/features/manage-support-tickets) #### Tasks & time - [Create & manage tasks](https://stackscrm.com/features/create-manage-tasks) - [Track & bill time](https://stackscrm.com/features/track-and-bill-time) #### AI & automation - [Turn on AI](https://stackscrm.com/features/turn-on-ai) - [Build an automation](https://stackscrm.com/features/build-an-automation) #### Connecting your tools - [Connect Stripe](https://stackscrm.com/features/connect-stripe-payments) - [Connect email provider](https://stackscrm.com/features/connect-email-provider) - [Connect Twilio (SMS)](https://stackscrm.com/features/connect-twilio-sms) - [Google Business Profile](https://stackscrm.com/features/connect-google-business-profile) - [Email deliverability](https://stackscrm.com/features/email-deliverability-spf-dkim-dmarc) #### Workspace and additional guides - [Review agent approvals](https://stackscrm.com/features/review-agent-approvals) - [Manage companies](https://stackscrm.com/features/manage-companies) - [Import from another CRM](https://stackscrm.com/features/import-crm-records) - [Manage email templates](https://stackscrm.com/features/manage-email-templates) - [Manage appointments](https://stackscrm.com/features/manage-appointments) - [Set up standing appointments](https://stackscrm.com/features/recurring-appointments) - [Review feedback reports](https://stackscrm.com/features/review-feedback-reports) - [Create review story images](https://stackscrm.com/features/manage-review-stories) - [Configure customer reviews](https://stackscrm.com/features/configure-reviews) - [Manage workspace settings](https://stackscrm.com/features/workspace-settings) - [Manage the product catalog](https://stackscrm.com/features/manage-products) - [Configure email alerts](https://stackscrm.com/features/configure-email-alerts) - [Use API keys and MCP](https://stackscrm.com/features/api-and-mcp-access) - [Read API activity](https://stackscrm.com/features/api-activity) - [Connect incoming lead webhooks](https://stackscrm.com/features/connect-lead-webhooks) - [Manage billing and AI credits](https://stackscrm.com/features/manage-billing-and-credits) - [Read workspace activity](https://stackscrm.com/features/workspace-activity) - [Request help from Stacks](https://stackscrm.com/features/request-platform-help) - [Triage platform requests](https://stackscrm.com/features/platform-request-triage) [Help guides](https://stackscrm.com/features) # Manage billing and AI credits Settings → Billing shows the workspace’s current plan and billing actions. ## Understand the pools Free includes 50 one-time AI credits per workspace. AI Pro uses a separate 50-credit monthly pool, resetting on the first day of the month UTC. Unused Free credits are retained through upgrades and downgrades and never refill. ## Upgrade or cancel Admins can use Billing → Plans and the available checkout or subscription-management controls. Cancelling Pro returns the workspace to Free when the paid period ends; it is different from explicitly closing the workspace. ## Interpret usage Core records remain available on Free. Hosted AI uses its own credit meter; external API activity and your email/SMS/payment provider charges are separate. Review the current plan screen for prices. ## Closure and exports Explicit closure retains the workspace for 90 days with verified-owner export or restore, followed by purge. Current exports are not a full restorable backup. Follow the published Terms and closure instructions rather than treating subscription cancellation as deletion. Reviewed against the application on September 11, 2026. Available actions depend on your role and workspace configuration.