The Search Atlas Billing Dashboard gives you complete visibility and control over your subscription, usage quotas, add-ons, and billing history — all from one place.

# **🧭 How to Access the Billing Dashboard**

From anywhere in Search Atlas:

1. Click your **avatar (👤)**.
2. Select **Billing**.

You'll land on the Billing area with four primary sections:

- **Plans & Top-ups**
- **Services**
- **Invoices**
- **Activity Log**

Each section serves a distinct purpose, explained below.

# **📦 Plans & Top-ups — Your Subscription Control Center**

This is the primary overview of your active plan and recurring quotas.

## **What you'll see here**

- **Current plan name** and billing frequency
- **Total monthly cost**
- Primary actions:

  - 🔄 **Manage Subscription**
  - 🔁 **Change Plan**
  - 💳 **Add Payment Method**

## **📌 Cancellation behavior**

Canceling a plan **does not immediately deactivate services**. Your account remains active until the end of the current billing cycle, after which access and services are disabled. You can also navigate to **Billing → Services** to cancel.

## **⚠️ Subscription status shows "Active" after cancellation**

If your subscription status still shows "Active" after completing the cancellation flow, refresh the page. If the status continues to revert, do not attempt to cancel again — contact support so the billing team can confirm backend state and prevent duplicate cancellation charges.

## **⚠️ Plan not showing after a completed payment**

If you completed a payment but your plan does not appear, contact support immediately with your payment receipt. Do not repurchase — this is a known sync issue that the billing team can resolve manually.

## **↩️ Cancellation flow does not complete**

If the cancellation flow does not complete successfully, contact support and provide your account email. Alternatively, navigate to **Billing → Services** to initiate cancellation.

## **💳 Add Payment Method**

You can have multiple payment methods on file at the same time. The card marked as **primary** is billed at each renewal. Newly added cards do not become the default automatically — open Billing → Plans & Top-ups tab to confirm or change which card is primary. If your primary card fails, contact support to request a charge against an alternate card already on file.

**Note:** To remove a saved card yourself, open Billing → Plans & Top-ups tab, go to the payment methods section, click **Remove** on the card, and confirm **Yes, remove card**. The Remove button only appears when more than one card is on file — the last/only card cannot be removed this way. To replace your only card, first use **Add Payment Method** to add a new one, set it as primary, then remove the old card. If you need to remove the only card on file, contact support.

## **💰 Top-ups (non-recurring credits)**

In addition to recurring plan quotas, you can purchase **top-ups** — one-time, non-recurring credit packs that sit on top of your plan (for example, additional AI Quota Generation credits, extra OTTO sites, or extra seats). Top-ups are purchased directly from the **Plans & Top-ups** view using the top-up buttons next to each eligible quota. Non-recurring credits do not reset on your billing date — they remain on the account until consumed or until you purchase more.

## **📈 Plan upgrades via a sales representative**

If you upgraded your plan through a Sales representative and the new plan is not reflected within 24 hours, contact support with your salesperson's name and the agreed plan details so the billing team can apply it manually.

## **💰 Refund requests**

Refund eligibility is determined by the billing team on a case-by-case basis, typically covering duplicate charges, accidental top-up purchases, and charges incurred after a confirmed cancellation. To request a refund, contact support through your usual channel and include your payment receipt and account email. Refund decisions are made by the billing team after reviewing the account history.

# **🔁 Quota Reset Logic**

At the bottom of the Plans & Top-ups view, a system notice confirms:

🕒 **All recurring quotas reset automatically on your next billing date.**

Non-recurring credits — such as one-time top-up packs — are not affected by billing resets. They remain on the account until consumed or topped up again. See the **Top-ups** section above for details on purchasing additional credits.

# **🧩 Quota Breakdown — What Each Limit Controls**

Each quota block includes a progress bar, a recurring vs. non-recurring distinction, and inline tooltips explaining usage.

💡 **Tip for OTTO users:** quota consumption is also visible directly on the **OTTO SEO → All Sites (SEO Automation)** dashboard (`/seo-automation-v3`), so you can monitor usage without leaving your workflow.

# **👥 Team Members (User Seats)**

Controls how many team members can access your Search Atlas account.

- Controls login and workspace access
- Managed via recurring seats
- Expandable via top-ups

# **🤖 OTTO SEO — Sites**

Controls how many sites you can install and activate OTTO SEO on.

- Used for OTTO-powered automation
- Recurring quota
- Removing sites frees capacity

# **⚙️ AI Quota Generation**

Used by OTTO for AI-powered execution, including:

- Cloud Stacks

# **🛠️ Services**

The **Services** section lists every active add-on and individual service attached to your account, giving you a single place to review and manage them.

## **What you'll see here**

- All **active add-ons** and services attached to your plan
- **Cancelled/inactive services**, which can be filtered by status

**🎯 You now have a complete map of the Search Atlas Billing Dashboard — from viewing your plan and managing quotas to handling payments, top-ups, and active services. If you run into a billing issue not covered here, contact Search Atlas support with your account email and payment receipt.**