What it is for
The Usage screen shows what each organization used in the month, with those closest to the limit first. It is for warning the client before they go over the plan and for offering a package.Who can do it
Anyone with agency access in the portal sees the screen. The Offer package button does not appear in View as.Where to click
In the portal, open Usage (/consumo). The screen has two tabs: By client and Usage packages.
Step by step
1
Choose the month
Use Previous month and Next month. The cards at the top add up Near the limit, Users, Connections and Voice minutes.
2
See who is close to the limit
Click Near the limit to filter. “Near the limit” means above 80% on any item.
3
Open an organization
Click the row. The side panel shows the month’s meters.
4
Offer a package
In the side panel, click Offer package to send the offer to the client.
5
Download the report
Use Download CSV or Download PDF.
The Usage packages tab
It shows the packages the client buys by Pix, and the money lands in your Stripe. On the Usage screen, the side panel lists the Best-selling packages. Above the limit, the plan’s overage applies, and the client can also buy a package by Pix.What happens next
A client who buys a package gets credits. The wholesale cost only enters your invoice when they use more than the quota. The data changes with the month you choose.Common errors
- “Could not load client usage.” Use Try again.
- “Usage per client not available yet.”
- “The monthly PDF is not available yet. Use the CSV for now.”
- “Could not download the file. Try again.”
- “Usage packages not enabled yet”: Pix packages have not been enabled for the agency yet.
- “No organizations to show”: usage appears once there are organizations with a plan.