> ## Documentation Index
> Fetch the complete documentation index at: https://help.pipelime.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Reading the credits and usage popover

> Plan name and status, credits remaining, the per-resource bars, the rollover row and the renewal countdown.

export const Screenshot = ({id, alt, caption, frame = 'browser', url, marks = [], lang = 'en', workspace = 'northwind-outbound'}) => {
  const src = `/images/screenshots/${lang}/${id}.png`;
  const chrome = url ? `app.pipelime.ai/${workspace}${url}` : 'app.pipelime.ai';
  return <figure className={`pl-shot pl-shot--${frame} not-prose`}>
      <div className="pl-shot__frame">
        {frame !== 'bare' && <div className="pl-shot__bar">
            <span className="pl-shot__dots">
              <span className="pl-shot__dot" />
              <span className="pl-shot__dot" />
              <span className="pl-shot__dot" />
            </span>
            <span className="pl-shot__url">{chrome}</span>
          </div>}
        <div className="pl-shot__media">
          <img src={src} alt={alt} loading="lazy" />
          {marks.map(mark => <span key={mark.n} className="pl-shot__mark" style={{
    left: `${mark.x}%`,
    top: `${mark.y}%`
  }} aria-hidden="true">
              {mark.n}
            </span>)}
        </div>
      </div>
      {caption && <figcaption className="pl-shot__caption">{caption}</figcaption>}
    </figure>;
};

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.

<div className="pl-availability">
  <div className="pl-availability__row">
    <div className="pl-availability__label">Where</div>
    <div className="pl-availability__value"><span className="pl-path">Header<span className="pl-path__sep">→</span>credits pill</span></div>
  </div>

  <div className="pl-availability__row">
    <div className="pl-availability__label">To change</div>
    <div className="pl-availability__value"><code>update-subscriptions</code> on top of the permission above.</div>
  </div>

  <div className="pl-availability__note">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.</div>
</div>

## 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.

## Steps

<Steps>
  <Step title="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.
  </Step>

  <Step title="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](/en/billing/appsumo-licenses) 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.

    <Screenshot id="billing/usage-meter--popover" url="/dashboard" alt="The credits and usage popover: Your plan reading Custom plan with no status chip, a coin badge beside the number of credits remaining, a progress bar underneath it, and a single Recipients row with its own bar below that" caption="This account has no subscription, so the header reads Custom plan and only Recipients has an allowance to show. A paid plan typically lists several rows here." marks={[{ n: 1, x: 32, y: 38 }, { n: 2, x: 50, y: 51 }, { n: 3, x: 50, y: 77 }]} />

    **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](/en/billing/buy-more-credits) for the flow that adds a package.
  </Step>

  <Step title="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](/en/billing/credit-rollover).
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.

    <Screenshot id="billing/usage-meter--nearly-empty" url="/dashboard" alt="The same popover with the credit bar and the pill's number both showing red because the balance is nearly used up" caption="Red replaces the usual color on both the bar and the header number once there's only a small slice of the allowance left." />
  </Step>
</Steps>

## What happens next

<Check>
  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.
</Check>

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.

## Troubleshooting

<AccordionGroup>
  <Accordion title="There's no credits pill in the header at all">
    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](/en/billing/subscription-required-and-lockout) for what replaces it.
  </Accordion>

  <Accordion title="A resource I know my plan includes isn't listed">
    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](/en/billing/plan-limits-reference).
  </Accordion>

  <Accordion title="Add or Upgrade didn't do what I expected">
    Both run the same action, and neither is a credits-only purchase: see [Buy more
    credits](/en/billing/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.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="What consumes credits" icon="coins" href="/en/billing/what-consumes-credits">
    What actually spends the number you just read, and the long list of things that don't.
  </Card>

  <Card title="Buy more credits" icon="credit-card" href="/en/billing/buy-more-credits">
    Add a credit package instead of waiting for the period to renew.
  </Card>

  <Card title="Plan limits reference (what is enforced)" icon="table" href="/en/billing/plan-limits-reference">
    Every entitlement a plan can carry, and which ones actually block an action.
  </Card>
</CardGroup>