> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.persify.io/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# 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.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/7/9/0/c7909319124ac800/image_16ro2vq.png)

|| 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.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/7/9/0/c7909319124ac800/image_ucl6by.png)

# 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.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/7/9/0/c7909319124ac800/image_1oprj6l.png)

|| 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.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/7/9/0/c7909319124ac800/image_tsdnry.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/-/c/7/9/0/c7909319124ac800/image_1gy5fk.png)

* **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.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/7/9/0/c7909319124ac800/image_17abb2q.png)

# Low Credit Warning

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

![](https://storage.crisp.chat/users/helpdesk/website/-/c/7/9/0/c7909319124ac800/image_10ha837.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/-/c/7/9/0/c7909319124ac800/image_10zi7td.png)

Click **Save Changes** to apply your settings.

# Invoice History

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

![](https://storage.crisp.chat/users/helpdesk/website/-/c/7/9/0/c7909319124ac800/image_1sr8f7p.png)

* **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**.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/7/9/0/c7909319124ac800/image_1u0ww8r.png)

|| 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:

![](https://storage.crisp.chat/users/helpdesk/website/-/c/7/9/0/c7909319124ac800/image_171qg7k.png)

* **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**.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/7/9/0/c7909319124ac800/image_z0cwg5.png)

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