Understand credits, plans, and billing

Before you start

• Confirm the workspace, role, owner, and intended outcome.
• Use only the minimum necessary customer and account information.
• Never include passwords, one-time codes, API keys, tokens, payment credentials, or full exports.

Steps

1. Open Plans & Billing and record plan, available credits, and sender capacity.
2. Estimate expected records and required enrichment for each workflow.
3. Set a small test limit for every new or recurring source.
4. Enable email, phone, or Company Contacts enrichment only when needed.
5. Review usage and results by workflow each month.
6. Ask support about disabled billing or contract actions.

Safety checks

• The request or decision has a clear owner and timestamp.
• Only necessary, redacted evidence is included.
• No secret or payment credential is present.
• Critical sending or integration state is preserved for diagnosis.

Troubleshooting

Frequently asked questions

:::expand[What consumes credits?] Actions that search, match, enrich, research, track, or generate content can consume credits according to the workflow and plan.

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:::expand[How do I estimate usage?] Use the estimate shown in Signalist and test a small sample before scaling.

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:::expand[Do unused credits roll over?] Check the current contract or ask your Signalist contact; do not assume one rule applies to every plan.

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:::expand[Why is a billing button disabled?] Role, workspace provisioning, or contract terms may control it.

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:::expand[Should I enable every enrichment?] No. Enable only data required for the approved workflow.

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:::expand[Where should invoice questions go?] Use the approved support or billing contact with the invoice reference and safe corrected details.

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