Loading

The AI Credit Screen

Where AI billing is on, a tenant's administrators can see their AI credit on one screen: how much of this period's allowance is used, the weekly limit if there is one, the top-up balance, which features spent it, and why AI is refused if it is. The person who manages the subscription can buy top-ups there.

Where to find it

Admin Panel → AI:

  • AI Credit — the tenant's allowance, usage by feature, top-up balance and top-ups
  • AI Builder — shows the credit left under its heading, with a link here

Admin Panel → Account:

  • Billing & Plan — the plan and subscription itself

Who can open it

Administrators of the tenant they are signed in to, and architects. Anyone else is told "Only this app's administrators can see its AI credit." Where billing is off the screen says "AI use is not metered on this installation, so there is no AI credit to show."

Reading the screen

  • The heading line: the plan, its status, and the dates of the current billing period.
  • A yellow panel, when AI is currently refused, with the same sentence people see when an AI request is turned down.
  • Included with your plan: a bar and a line giving the amount used, the allowance, what is left and the date it resets. The bar turns amber at the warning point and red when it is used up. An unlimited plan shows only what has been used.
  • This week, when a weekly limit applies: used against the week's limit, resetting on Monday.
  • Top-up credit: the balance, kept until it is used and spent once the plan's credit runs out.
  • This period by feature: requests and amount charged for each feature, such as AI Builder, Query assistant, Code assistant, Document reading, Bank feed coding, Agent tasks, Decisions (Jev), Images and video.
  • Top-ups, refunds and adjustments: the most recent movements other than usage, with what each was and any note.

Buying a top-up

  1. On a self-serve account, sign in as the person who manages the subscription. Only they see the buy buttons; other administrators see "Ask the person who manages this account's subscription to buy a top-up."
  2. Open AI Credit and press one of the Buy £… top-up buttons.
  3. Pay on the payment page.
  4. Back on the screen, "Payment received" shows until the payment is confirmed, then "Your top-up has arrived." The balance updates, and the purchase appears under Top-ups, refunds and adjustments.

If the payment page is abandoned, the screen says the top-up was cancelled and nothing has been charged.

Owed credit

If a top-up is refunded or disputed after its credit was used, the balance goes below zero. A yellow panel above the buy buttons explains the amount owed: it is taken off the plan's allowance when there is allowance to spare, and a new top-up pays it off first. On the movements list it appears as "Owed credit taken off the plan allowance".

For architects

An architect sees the screen read-only, with no buy buttons, and an ActiveManage staff card beside it. The card shows the value of staff AI use this period, which is recorded and never charged. Under Adjust the top-up balance, enter a positive or negative amount and a note, then press Record adjustment to correct a tenant's balance by up to £1,000 either way. Every adjustment is a row on the AI Credit Ledger.

What goes wrong, and how to tell

  • "AI credit belongs to an app": you opened the screen outside any tenant. Open it from inside the app; an architect also sees the day's sign-up and platform AI against its cap.
  • No buy buttons for an administrator: only the person who manages a self-serve account's subscription can buy.
  • "Payment received" never turns into "arrived": the payment provider has not confirmed the payment yet. Reload later; the screen never adds credit on the strength of the return page alone.
  • AI is refused although the bar shows credit left: the weekly limit has been reached, or the remaining credit is reserved by requests still running. The sentence shown with the refusal says which.

Worked example

A tenant's administrator is told by a colleague that the AI Builder's Ask button is greyed out. They open AI Credit and see the weekly bar full and a yellow panel saying this week's AI limit is reached, resetting on Monday, with top-up credit usable now. The account owner buys a top-up; shortly afterwards "Your top-up has arrived" shows, and the AI Builder works again on the top-up balance.

Recommendations

  • Check This period by feature before buying more: it shows what is actually spending.
  • Make sure the subscription owner knows they are the one who can buy.
  • Read the yellow panel before reporting a fault: a refusal is usually the limit working.
  • Architects: always add a note to an adjustment.