Your clients, AI checks, texts and storage this month, and what happens past each.
Each plan includes a number of active clients, AI checks, texts and storage. Nothing a client does is ever stopped by any of them. Past your clients, your AI checks or your storage, you pay for the extra, and you can set a monthly cap on AI checks. Past your texts, reminders go by email, and that is never charged for.
Owners and admins can open Settings → Billing. The This month card shows each allowance as a bar with a figure such as "180 of 300":
Each active client past your plan's is 50¢ a month, and adds 1 GB of storage, 3 AI checks and 2 texts to what your plan includes. Each AI check past your allowance costs 15¢. Storage past your allowance costs 20¢ per gigabyte per month.
Once you subscribe, the top of the page says when your plan renews and what the next charge stands at so far. That figure is your plan plus anything past it this period, after any discount or credit. It rises if you use more before the period ends.
Monthly allowances start again at the start of each billing period. Owners and admins get an email at 80% of an allowance and at 100%. Clients, AI checks, storage and texts can go on past their allowance (the codes clients sign in and sign with always go by text), so they send one more email at twice the allowance.
Each active client past the number your plan includes is charged monthly. The running total for your next invoice appears under Clients beyond your plan. Nothing stops, and you are never moved to a bigger plan. See Plans for what counts as an active client and when a bigger plan would cost less.
Every plan includes 3 AI checks a month for each active client it covers, and each client past your plan adds 3 more. Reading a document counts one for every 10 pages, so a two-page statement is one and a 30-page statement is three. Drafting a form with AI counts 2. Asking the assistant costs nothing. Most firms use a fraction of their checks.
Past your allowance, document review and form drafting carry on, and each check is 15¢, added to your next invoice. The running total appears under AI checks beyond the allowance. If you'd rather not pay for extra checks, set a Monthly AI cap on the Billing page. When the extra checks reach it, Cartenda pauses reading documents and drafting forms until your next billing period and emails you. New documents still arrive and are waiting for you to review, and raising the cap picks reading up again right away.
If a client re-sends a document, or you ask for one to be read again, that counts again. A reading that fails, or that Cartenda retries on its own, does not.
A trial is never charged: when its AI checks are used up, reading and drafting pause until you subscribe.
Every plan includes a number of texts a month. When they are used up, reminders, notices and new requests go by email instead, until your next billing period. Nothing extra is charged. The codes a client signs in and signs with always go by text.
A client you only have a phone number for is not reached while your texts are used up. The request says so in its activity, and the This month card counts how many were not sent. Add an email address, or send again next month.
Storage past your allowance is billed per gigabyte per month. You are billed only for the days you hold it, so if you clear space partway through a month, you stop paying from that day. Settings → Billing shows what it has come to so far this period under Storage beyond the allowance. Cartenda never deletes or refuses anything to make room.
Three things can be billed past your plan: clients, AI checks and storage. Clients and storage can't be paused, because your clients are being served and your files are held, so the only cap is the Monthly AI cap on AI checks. The Billing page shows each charge as it grows, and you get an email before any of them is charged.
If your card is declined, the Billing page shows Payment failed. You cannot send new forms until it is fixed, and automatic reminders pause. Clients can still use links you have already sent, and everything you have received stays in Cartenda and can be downloaded. Press Update card and pay. The new card pays what is owed and sending starts again.
If your bank needs to confirm a payment, the page shows Waiting on your bank. Press Confirm with your bank to finish it on the same page.
If the rate for extra clients or storage goes up, the Billing page shows the new rate and when it takes effect, and owners and admins are emailed at least 30 days before. Texting is covered in Text messages.
Still stuck? Write to hello@cartenda.com and a person will answer.