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How to View Text Credit Balances for the Users You Pay For

The Users With Text Subscriptions drawer on the Billing page lists the text credit balance of every user whose texting you pay for. Here you'll learn how to open it, read each column, find high balances, and export the list.

Written by VipeCloud Support

When your account pays for other users' text subscriptions, the Users With Text Subscriptions drawer shows each of those users' monthly plan, current credit balance, and credits used in the last 30 days in one list. Account admins open it from the Billing page.


How to View Your Users' Text Credit Balances

Checking balances in one place shows you who is running low and who has more credits than they use, without opening each user's text settings.

  1. Go to Settings and click Billing in the Settings sidebar, or go to app.vipecloud.com/setup/billing.

  2. Find the Text Subscriptions card.

  3. Click the active subscriptions link on the card, for example 5 active subscriptions, to open the Users With Text Subscriptions drawer.

Users are listed highest balance first. What each column shows:

  • User - The user's name and email, the date their subscription was last updated, and "User is inactive." when the user is inactive.

  • Monthly plan - The number of credits the user's plan adds each month.

  • Balance - The user's current text credit balance, including rollover. A High badge marks a balance above 3 times the user's monthly plan.

  • Used (30 days) - The credits the user spent in the last 30 days.

The bottom of the drawer totals the list: Text Subscription Users, Monthly Credits, Total Balance, and Used (30 days). When a balance or usage figure can't be loaded, the drawer shows Unavailable instead of a number, so an Unavailable figure is never a zero balance.


How to Find Users With High Balances

A High balance means a user has built up more than 3 months of their plan's credits, which can point to a plan that is larger than they need.

  1. Open the Users With Text Subscriptions drawer from the Billing page.

  2. Check High balances only.

The number next to High balances only is how many users have a High balance. The checkbox is grayed out when no user does.


How to Export Text Credit Balances to CSV

Exporting gives you the same list as a spreadsheet, so you can share it or compare balances month to month.

  1. Open the Users With Text Subscriptions drawer from the Billing page.

  2. To export only users with a High balance, check High balances only.

  3. Click Export CSV.

The file lists each user's name, email, whether they are active, monthly plan credits, credit balance, credits used in the last 30 days, whether the balance is high, and the date the subscription was updated. A figure the drawer couldn't load exports as "unavailable".


Key Notes

  • Only account admins can open the Users With Text Subscriptions drawer.

  • The drawer lists only users whose text subscriptions your account pays for.

  • The drawer is view-only. You can't add credits or change a plan from it; manage your users' text subscriptions on the Users page.

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