Every Botmaker account has a credit line: the amount you can use before you have to pay. It works much like a credit card limit: when you use it, your available credit goes down; when you pay, it frees up again. We've updated these screens and alerts so you always know where you stand and your account is never paused by surprise.

You can:

• See how much credit you've used and how much you have left.
• Understand what makes up that used credit (the balance due, the previous month, and the current month).
• Check your invoices, payments, and credit or debit notes in one place.
• Make a payment directly from the platform to free up credit.
• Stay ahead with in-platform and email alerts before you reach your limit.

Key concepts

Account: the billing unit in Botmaker. An account can include several projects (bots), and everything you see in the Account section applies to the entire account, not to an individual project.

Credit line (credit limit): the maximum amount your account can use before paying. Botmaker's finance team sets it for each account based on its usual usage and payment history. There's a single limit for the whole account: usage from all your projects counts toward the same limit.

Credit used: the part of the limit that's already taken. It's the sum of what you have pending payment, what you used last month (which is being invoiced), and what you've used so far this month.

Available credit: what you can still use before reaching 100% of the limit.

Account statement: the history of your billing relationship with Botmaker: issued invoices, payments made, and credit or debit notes. This section used to be called My transactions.

Account statement balance: what you owe on invoices already issued. If it's zero, you have no outstanding invoices.

Reference exchange rate: since you use services in two currencies (pesos and dollars), the credit limit is unified in dollars using the reference exchange rate from Banco de la Nación Argentina, which is shown on the same screen.

Account pause: if the credit used reaches 100% of the limit, the account is paused automatically. This affects all channels and automations connected to the account, not just one.

How to check your credit line and account statement

Step 1: Go to the Account section

From the Botmaker home screen, open the left side menu (the three-line icon at the top left) and go to Settings → Account.

You'll see a row of tabs at the top: Profile, Products and usage, Credit line, Account statement, Payment methods and Budget control. This article focuses on Credit line and Account statement, which tell you how much credit you have and what you owe.

Note: these screens may take a few seconds to load because they pull together the account's entire transaction history. This is normal; wait for them to finish loading before reading the amounts.

Step 2: Check how much credit you've used in the Credit line tab

Click the Credit line tab. In the Credit already used block, you'll find on the left:

• The large amount in blue (for example, US$ 5,209): the total credit you've already used.
• The progress bar: shows visually how much of the limit is taken.
• Below the bar: how much you've used out of the total available (for example, US$ 5,209 used of US$ 9,660 available) and the percentage of the limit you've used so far (for example, 54% of limit used).

That percentage is the most important figure on the screen, because it determines which alerts you'll receive (we explain this below).

Step 3: Understand what makes up the credit used

On the right side of the same screen, in the gray box, you'll see the breakdown of that total. Each line shows the amount unified in dollars and, below it, how much is in dollars and how much is in pesos:

• Balance due: invoices already issued that you haven't paid yet. If you see an amount here, it's the first thing you should pay.
• Previous month, to be invoiced (on screen it may appear as Previous month, to be invoiced): what you used last month. The invoice is being issued, so it doesn't show as pending payment yet, but it already takes up credit.
• Current month usage: what you've used so far this month. Below it, you'll see which day of the period you're on and how many days are left until it closes (for example, day 6 of 31, closes in 25 days).
• Total credit used: the sum of the three lines above. It's the same amount you see in large type on the left.

Why does current month usage already take up credit if you haven't been invoiced yet? Because Botmaker bills in arrears: what you use this month is invoiced at the beginning of the following month. Credit is taken up as you use services, not when the invoice arrives. That's why you can get close to your limit even if you don't have any overdue invoices.

Step 4: Check your invoices and payments in the Account statement tab

Click the Account statement tab. At the top, under Account statement balance, you'll see what you owe on issued invoices, split into two currencies (for example, U$D0.00 and US$ 0.00).

Why are there two amounts? Because your usage is recorded in two currencies and two invoices are issued, one in pesos and one in dollars. Each one is paid in its own currency.

Note: the balance is shown in red only if you have invoices more than 30 days overdue. If you see it in blue, you have no overdue debt, even if you have recent invoices to pay.

Further down, under Transactions, you'll find a table with the details of each invoice, payment, and credit or debit note, with the columns Date, Detail, Author, Total and Detailed report. If you have many transactions, click Load more transactions at the bottom of the table to see earlier ones. If the account doesn't have any transactions yet, you'll see the message No transactions to show.

Step 5: Make a payment to free up credit

In both the Credit line and Account statement tabs, you have the blue Make a payment button. Use it whenever you want to free up credit, whether because you received an alert or because you'd rather get ahead.

Click Make a payment and follow the on-screen instructions.

Once the payment is credited, the credit used goes down and you have available credit again.

Which alerts you'll receive and what they mean

Botmaker alerts you ahead of time, in the platform and by email, as your account uses its credit line. The goal is for you to never reach 100% without knowing it.

Home screen alert (for admins): appears when the account has used more than half of its credit. It changes color depending on how much you've used:

• Blue, from 50%: for information only. Your usage is growing; it's a good time to look at the Credit line tab.
• Yellow, from 60%: it's a good idea to plan a payment.
• Red, from 80%: you have little credit left. We recommend paying as soon as possible.

Persistent banner for all users, from 80%: from this point on, everyone who uses the account (not just admins) sees a persistent banner in the platform. That way, if the person who handles payments isn't looking, someone on the team can let them know.

Automatic emails: the account's contacts receive an email when it reaches 50%, 80%, 95% and 100% of its credit. 

Pause at 100%: if the credit used reaches 100% of the limit, the account is paused automatically. The pause affects all channels and automations across all projects in the account.

What to do if your account reached its limit or was paused

If your account was paused, nothing was lost: your settings, your bots, and your conversations are still there. To reactivate it:

1. Go to Settings → Account → Credit line and look at the breakdown to understand what's taking up your credit.
2. Click Make a payment and pay at least the Balance due.
3. Once the payment is credited, credit is freed up and the account is reactivated

If you can't pay right now, or you think the limit doesn't reflect your actual usage, contact your account manager or the Support team. To open a ticket, click the help icon ? in the top bar and go to Customer service → Contact support.

Best practices to keep your account from ever being paused

• Check the Credit line tab every week. It takes a minute and lets you stay ahead. Decide who on your team is in charge of keeping track of it.
• Add a payment method in Payment methods. This is what lets Botmaker charge automatically when you reach 80% and free up credit without you having to do anything.
• Don't wait for the red alert. If you see the blue or yellow alert and you know your usage is going to increase, make a payment early.
• Keep an eye on current month usage. If you're using more than usual this month, your credit will fill up faster. In the Products and usage tab, you can see the details of what's being used.
• Talk to your account manager if your limit is too low. The finance team sets the limit, but it can be reviewed based on your usage and how you pay. They can also help you adjust your billing frequency.

Important considerations

• The limit is per account, not per project: if you have several projects in the same account, they all draw from the same limit. For now, it isn't possible to set a limit per project; if you need to make a distinction, check with your account manager.
• Credit is taken up when you use it, not when you're invoiced: since billing is in arrears, current month usage already takes up credit even if you don't have the invoice yet.
• Two currencies, two invoices, one limit: you use and pay in pesos and in dollars separately, but the limit is calculated in dollars as a single figure using the reference exchange rate from Banco de la Nación Argentina.
• A red balance isn't the same as a paused account: the account statement balance turns red only because of invoices more than 30 days overdue. A pause depends solely on reaching 100% of the credit line.
• The pause is total: at 100%, all channels and automations in the account are paused, not just one. That's why it pays to act on the very first alert.

Remember to visit our Help Center for further information.