Articles on: Setting

How to Manage Your Subscription, Billing, and Transactions

You can manage everything related to your subscription plan, payment methods, and credit usage in the Billing section under the Settings menu on the left-hand side.

The Billing section is only visible to team lead accounts.

This section includes the following: Overview, Subscription Plans, Low Credit Warning, Invoice History, and Transaction History.

Overview

The Overview section gives you a summary of your billing and credit usage:

Current plan: shows which plan you are using.
Billing cycle: shows the start and end dates of your current subscription billing period.
Credit balance: shows the total credit you have in your account. Click the ⓘ icon to view the breakdown of your available credits, which are grouped into:

Bonus credits: free credits given from promotions, valid during your current billing cycle.

Purchased credits: credits you buy, valid for 12 months from the purchase date.

Monthly credits: credits included in your subscription plan, renewed monthly.

When using credits, the system will deduct in this order: Bonus Credits → Monthly Credits → Purchased Credits

Change plan: click on the button to upgrade or downgrade your subscription.

Add credit: click on Add credit to purchase additional credits manually.

Low credit warning: click on Setup to get notified when your balance gets low.
Recent invoices and Recent transactions: show the most recent activities. Click See More to view the full list.

Subscription Plans

In this section, you can:

View your current subscription plan.
Explore other available plans.
Read common questions and answers.

To change your plan, click on the desired option → Confirm your selection.

Low Credit Warning

Enable Low Credit Warning to prevent any interruptions in order processing when you run out of credits.

After enabling, you can set a warning threshold. Persify will show a warning banner whenever your credit balance drops to this amount.

Click Save Changes to apply your settings.

Invoice History

This section lists all invoices related to your account. Each invoice includes:

Invoice number: the ID of the invoice.
Date: when the charge occurred.
Description: what the charge was for (e.g., Plan Upgrade, Credit Purchase, etc.).
Payment method: the method used to make the payment.
Status: current status of the payment (e.g., Completed, Failed).
Amount: the total amount paid.
Action: click the Download icon to download a copy of the invoice.

To download your invoice list as a CSV file, click Export CSV.

You can only export the invoices shown on one page at a time.

Transaction History

This section records all activities related to credit usage and purchases. Each entry shows:

Date: when the activity happened.
Action: the type of action (e.g., Render Order Design, Credit Purchase).
Credit change: number of credits added or used.
Balance after: your credit balance after the action.
Reference: shows the related order (if the action was to render an order design).

Important: One credit is used every time you click “Save and Render” in the Personalize Order section to create a print file. Please double-check your design before rendering. Choose a subscription plan that fits your expected usage.

To download your credit transaction history as a CSV file, click Export CSV.

You can only export the transactions shown on one page at a time.

Updated on: 18/12/2025

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