Use this article to manage your DealMachine plan, seats, usage, and payment details.
Where to find it: Click your name in the lower-left corner, then click Billing Settings. Billing has two pages: Subscription and Wallet and payments.
Subscription
Current plan shows your plan, seats, monthly data credits, prospect allowance, and renewal date. Any packages you hold are listed below your plan, followed by your combined totals.
To add or remove seats, click Manage next to your seat count.
To change plans, click Edit my plan. Choose Monthly or Annual billing (annual saves 17%), size your plan by data or users, and compare Basic, Pro, and Scale.
Usage this period shows your credit reset date, your monthly data credits left, any additional credits, your monthly AI credits left, and your prospect count. Prospects stack with plans and packages and don't reset.
Subscription invoices lists a receipt for every subscription charge.
At the bottom of the page, click Contact support for plan or billing questions, or Cancel subscription to cancel. If you cancel, you keep access until the end of your billing period.
Wallet and payments
Available balance: your Funds for direct mail. Click Add funds to top up.
Payment methods: cards used for subscriptions and credit purchases. Click Add card to add one.
Auto-reload: add funds automatically when your balance runs low. Set the balance that triggers a reload and the reload amount.
Transaction history: every credit and charge against your wallet. Filter by 7D, 30D, 90D, All, or a custom range, and click Export to download it.
Plan overview in Settings
Click your name → Settings → Overview to see your plan, seats, monthly data credits, and renewal date at a glance.