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By the end of this page you can read every row in the credits popover: what each one means, when a bar changes color, and where its buttons actually take you.
Where
Header→credits pill
To change
update-subscriptions on top of the permission above.
The usage popover has no sidebar entry. It opens from the pill in the header, which only appears on a wide window. On a narrow one the same card sits in the navigation drawer instead. (HeaderCredits does contain a swipeable-sheet branch for small screens, but the header only mounts it above the lg breakpoint while that branch fires below sm, so it is unreachable, and must not be described.) The pill itself is visible to anyone with a balance; only the upgrade button needs the subscription permission. If you cannot find this in your sidebar, your workspace may have a custom menu configuration. Contact support and we will check it for you.

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Before you begin

  • The usage figures belong to whichever workspace the switcher currently has open. Switch workspaces first if you want another one’s numbers.
  • The plan name and status at the top come from the subscription on your own account, which is not the same thing. In a workspace someone else pays for, no plan of yours is found and the name falls back to the allowance underneath it.

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Steps

1

Open it

In a wide window, click the coin count in the header and the card opens underneath it. Narrow the window and the header drops that pill entirely: below about the width of a small laptop the same card lives at the bottom of the sidebar instead, under the navigation, so you open the sidebar to read it.
2

Read the plan header and your balance

The top line, Your plan, names how you pay. If your account carries a plan subscription, you get that plan’s own name and a chip beside it with the subscription’s billing status: active, trialing, past due and canceled are the four the card gives a color to, and any other status the billing system reports still shows, just without one. A canceled subscription stops counting once its end date passes, and the chip goes with it.With no plan subscription, the name comes from the size of the workspace’s total credit allowance instead: Free plan for a small one, Custom plan for a large or uncapped one. So a trial and a bespoke arrangement can read the same way, and there is no chip, because there is no subscription to report a status for. A subscription that carries only add-ons (extra credits, website tracking) is not a plan, and is named the same way. An AppSumo lifetime deal is the exception to all of that: the header reads “Tier” and your tier number, whatever the balance says.Under the plan header sits the credit total: a coin badge beside the number of credits left this period (1), with a thin bar underneath (2) showing how much of the period’s allowance is already spent, and the used and total figures printed under that. An unlimited allowance replaces the number with an infinity symbol and drops the bar entirely. There is nothing to divide.Add, next to the number, runs the same action as Upgrade Plan at the foot of the card: the in-app plan-selection screen for most accounts, or the AppSumo listing in a new tab for an AppSumo tier. It does not open a credits-only purchase, whatever its name suggests; see Buy more credits for the flow that adds a package.
3

Check the rollover row, if you have one

Where credit rollover is switched on for the workspace, a row reading Unused credits roll over appears right under the bar, with a number at the end of it once something has actually been banked. Hovering the row explains it in a tooltip: unused credits carry over to the next month and keep accumulating rather than resetting to zero. Without rollover, or with an unlimited allowance, the row is not there at all. It is not a plan feature you can switch on yourself. Support sets it per workspace; see credit rollover.
4

Check what's underneath, resource by resource

Below the credit total, one more bar-and-figure row can appear for each of Recipients, Tracking, LinkedIn, WhatsApp, Domains and Mailboxes: each with its own icon, its own spent-of-allowed count, and its own bar, the same shape as the Recipients row (3) in the screenshot above. A row appears only where that dimension has a countable allowance to draw. Nothing you are not entitled to is listed as zero, it is simply absent. An uncapped dimension drops out of the list for the opposite reason, because there is no ceiling to draw a bar against.A small plus-icon button sits beside some of these rows, never beside others. Tracking always carries one, and pressing it closes the popover and opens the website-tracking purchase dialog. Domains and Mailboxes carry one only where the workspace’s environment has PipeLime managed infrastructure turned on; theirs opens the order wizard for it and does not close the card first. Recipients, LinkedIn and WhatsApp never get one here.
5

See when it renews

At the very bottom, a line counts down the days left until this period’s allowances reset. Beside it, Upgrade Plan (or Upgrade Tier on an AppSumo deal) goes to the same place Add does above. For an AppSumo deal already on the top tier it offers, this button is missing entirely rather than disabled.
6

Watch for the color change

Running low changes color rather than waiting for zero. Once what is left drops to a small slice of the total allowance, the number in the header pill turns red; independently, any bar here (the credit bar or a resource bar) turns red once it is nearly full. It is a warning, not a lock: work continues until an allowance is actually exhausted, which is what stops a credit-costing action outright.

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What happens next

The figures refresh on their own in the background every couple of minutes, with no reload: a lead an agent just found, a phone number just revealed, or a campaign that just sent catches up on its own.
That polling stops while the tab is in the background and picks up again when you come back to it, so a tab left open overnight shows its last figures until the next poll lands. Reloading the page fetches them immediately. Opening and closing the popover does not: it reads whatever the last refresh left behind, and nothing about opening it changes your balance.

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Troubleshooting

First check the width of the window: below roughly the width of a small laptop the header drops the pill by design, and the card moves into the sidebar. If the window is wide and there is still no pill, the account has no credit allowance, no subscription and no active license. The pill and the sidebar card both render nothing rather than showing a zero. That is also the state a lapsed trial with no plan ends in, and it usually comes with the rest of the app narrowed down too; see “Subscription Required” and the locked plan screen for what replaces it.
Rows with no countable allowance are filtered out rather than shown at zero, and that covers both ends: a channel your plan does not grant, and one it grants without a limit. If you expect a cap and the row is missing, check the entitlement itself in Plan limits reference.
Both run the same action, and neither is a credits-only purchase: see Buy more credits for the flow that actually adds a package. On an AppSumo deal that action opens the AppSumo listing in a new tab rather than the in-app plan screen, and the upgrade button disappears once you are already on the top tier the deal offers, rather than staying visible and disabled.

What consumes credits

What actually spends the number you just read, and the long list of things that don’t.

Buy more credits

Add a credit package instead of waiting for the period to renew.

Plan limits reference (what is enforced)

Every entitlement a plan can carry, and which ones actually block an action.