Billing is an area within your settings dedicated to all information relating to credits, subscriptions, and related invoices.
✅ Permissions
You will need View subscription, invoices, payment details, and credit usage permissions to access Billing.
Accessing Billing
To access Billing:
Expand Settings.
Select Billing.
Navigating Billing Tabs
Subscription Tab
This is the home for everything related to your plan(s), invoices, and payment details.
Subscriptions
At the top of the page you'll see a card for each subscription on your account. Customers with more than one subscription (for example, a core plan plus an add-on like Advanced Automation) will see them listed one below the other.
Subscription Information
Each subscription card shows:
Subscription name
Next payment amount, excluding taxes
Next payment date
Status (e.g. Active) and the date the subscription started
Each product included in the subscription, with its price and billing interval (for example $9,750.00 / year, $40,000.00 once, or Free for items included at no cost)
Customer Information
Below the subscriptions you'll find:
Billing contact (name, email, billing address)
Payment method on file (card brand, last four digits, expiry date)
If any of this is incorrect, please contact your Account Manager.
Invoices
The invoices table lists every invoice on your account with four columns:
Date (when the invoice was issued)
Status (Paid, Voided, To pay, Error, Partially paid, or Draft)
Invoice (invoice number and the billing period it covers)
Amount
Click the invoice link on any row to open the PDF.
Credits tab
Credits are how Pinpoint meters consumption-based features such as reference checks, background checks, the AI notetaker, and one-way video interviews.
The Credits tab is where you see how many credits you have left, how they've been spent, and which users and features are driving the spend.
We cover more details in our Managing Credits article, which we recommend checking out!
Credits Information
Three summary cards across the top show:
Current balance - Credits remaining
Spent so far this month - Month-to-date usage
Spent last month - For comparison
Credit Usage Details
Below the summary you'll find total credits spent for the current filters, along with a:
Chart of credit spend over the selected period, broken down by feature
Filter for your data. You can filter by date range, feature (for example, Background Checks only), and user. Filtering will update the total, chart, and transactions table. Click Clear filters to reset.
Transactions table, a line-by-line ledger showing the date, feature, specific product (for example, "UK Basic Screening Bundle"), the user who triggered the spend, and the number of credits used
Exporting
Click Download CSV to download the filtered transactions as a CSV. This is useful for internal reporting, reconciliation with your finance team, or sharing with hiring managers.
Frequently Asked Questionss
Can I update my card or billing address myself?
Not at the moment. Contact your Account Manager and we'll update it for you.
Can I see invoices older than what's on screen?
Yes. The table is paginated and we keep your full invoice history, and you can page through to find older ones.
Why is my credit balance different from what I expected?
The Credits tab reflects the same balance our billing system holds. If something looks off, contact Support with the date range so we can investigate.
I have more than one subscription. Why am I seeing several cards?
That's expected. If your account has both a core plan and add-on subscriptions (for example, Advanced Automation), each one appears as its own card so you can see what's due, when, and for which products.
Why does the next payment amount say "Excl. taxes"?
The amount shown is the subscription cost before any applicable taxes are added. Your final invoice will include any taxes due.
Who in my company should have access to Billing?
Whoever needs visibility into spend and invoices. Access is gated by the View subscription, invoices, payment details, and credit usage permission, which can be assigned independently.
This means you can grant Billing access to finance or operations users without giving them broader admin permissions.