Your plan, seats, invoices, and receipts all live in one place inside SalesMind AI. This guide shows you where the billing page is and what each part does.
Prerequisites
- An active SalesMind AI account
- Admin access to manage billing on the account
Where to find your billing page
Your billing page lives in your account settings. You can reach it in three short steps.
- Open SalesMind AI and find the left side panel.
- Click your profile at the bottom of the panel.
- Click Billing.
Your billing summary cards
At the top of the page you see three cards. They give you a quick health check of your account.
Total monthly
This card shows what you pay each month, followed by /mo. The subtitle counts your active subscriptions. The amount reflects what you are truly charged, not the list price.
Next charge
This card shows your next billing date and the plan behind it. When nothing is due, it reads "No upcoming charge."
Business seats
This card shows your seat use as used / paid, with a colored bar below it. The bar turns amber as you near your limit and red when you reach it.
Your current subscriptions
Below the cards, the Current subscriptions list shows one card per plan. Each card includes:
- The plan name, with a Legacy or Trial badge when it applies
- The current status
- The amount and billing period
- The next billing date
- A Cancel plan button
⚠️ Warning: If you cancel, your plan stays active until the next billing date. After that date, you lose access to SalesMind AI.
Your invoices and receipts
Scroll down to the Invoices table. It lists every invoice with these columns: Date, Description, Amount, Status, and Receipt.
Download an invoice PDF
Each row has a Download invoice PDF button in the Receipt column. Click it to open your receipt in a new tab.
Filter by date range
Use the range filter to show the Last 3, 6, or 12 months, or All time. Long histories split into pages.
Manage your payment method
The Manage Billing button opens a secure portal where you update your payment method — your card details. Use it to add a card, switch your default card, or remove an old one.
💡 Note: The Manage Billing button is optional. Some accounts hide it, so you may not see it. Your plan and invoices still live on the Billing page either way.
Why your amounts are accurate
Every amount on this page reflects what you are genuinely charged. SalesMind AI reads your latest paid invoice, so coupons, discounts, and legacy pricing are already included. The list price shows only when a plan has never been invoiced.
Common pitfalls
- Looking inside agent settings. Billing lives in your profile menu, not under an agent.
- Expecting the Manage Billing button. It only edits your payment method, and some accounts hide it.
- Cancelling without checking the date. Always check the next billing date before you confirm.
FAQ
Where do I see my next billing date?
Open your profile settings, then click Billing. The Next charge card shows your next billing date, or "No upcoming charge" when nothing is due.
How do I download a receipt?
In the Invoices table, click the Download invoice PDF button on the invoice's row. The receipt opens in a new tab.
How do I cancel a plan?
Open your profile settings, then click Billing. Find the plan in Current subscriptions and click Cancel plan. Your plan stays active until the next billing date.
What does the Business seats card show?
It shows your seat use as used / paid, with a colored bar. The bar turns amber as you near your limit and red when you reach it.