How Billing Works for Non-Contracted Customers

Feature Snapshot

Summary:
ActiveProspect’s self-service (non-contracted) accounts use a transactional, wallet-based billing model with near real-time, wallet, drawdown, auto-recharge top ups, and deposits to ensure uninterrupted service.

Key Benefits:

• Pay only for the transactions you perform—funds are drawn from your wallet.
• Required auto-recharge and deposit model help prevent service interruption.
• Transparent visibility into spend and activity.
• Ability to make manual one-time payments at any time.

Typical Use Cases:

• Customers who manage their own billing and do not have a contracted agreement.
• Users needing flexible, transaction-based usage without long-term commitments.

How Billing Works

ActiveProspect Online (self-service) accounts use transactional billing model, meaning:

1. As you process leads or perform other billable actions, funds are drawn from your wallet balance near real-time (updated every 5 minutes).
2. At the start of each billing period, your wallet is topped up to a required deposit amount.
3. At the end of the billing period, usage is finalized and taxes are applied.
4. Auto-recharge is required to maintain an active account.

All billing controls live in the Wallet tab of your ActiveProspect account:
https://account.activeprospect.com/billing/wallet

Step-by-Step Instructions

1. Understand Your Wallet Balance

• Goal: Know how funds are stored, spent, and displayed.
• Your wallet holds the funds used to pay for transactions.
• You can:
  1. View your current balance.
  2. Add money manually at any time.
• Taxes are applied at the end of the billing period.

Expected Result: You always know how much balance is available to process usage transactions.

2. Understand Your Billing Period

• Goal: Know when charges and resets occur.
• Your billing period begins when you create a new account with paid features or upgrade to using paid features.
• Billing periods are monthly.
• You can see your next billing date on the billing overview page:
  https://account.activeprospect.com/billing

Expected Result: You understand when billing cycles begin and end.

3. Understand the Monthly Minimum

• Goal: Ensure you understand the monthly minimum requirement for your account.
• Accounts with paid features enabled have a monthly minimum of $10.
• If you have not used $10 at the end of the billing period, your wallet will be drawn down to meet the requirement.

Expected Result: Your understand the monthly minimum requirement.

4. Understand Deposit Requirements

• Goal: Ensure your account always has sufficient funds.
• At the start of each billing period, your wallet is automatically topped up to $10.
• If your wallet balance is equal to or greater than $10 at the end of the billing, no additional charge will be made at the beginning of the period.

Expected Result: Your wallet starts each billing period fully funded.

5. Configure Auto-Recharge

• Goal: Prevent downtime caused by a zero balance.
• Auto-recharge is required for all self-service accounts using paid features.
• Auto-recharge automatically tops up your wallet balance to a specified amount when it drops below a specified threshold.
• You can configure:
  1. Threshold balance
  2. Recharge target amount

Expected Result: Your wallet automatically replenishes, ensuring uninterrupted service.

6. Review Your Activity

• Goal: See exactly what you spent and where.

• The Activity tab shows:

  1. Cumulative transactions
  2. Total spend
  3. Spend trends
  4. Breakdown by transaction type

• Activity updates twice daily (midnight and noon UTC).

Expected Result: You have a complete view of all usage-based charges.

7. Manage Your Payment Method

• Goal: Keep your card up-to-date so payments succeed.

To update your card:

1. Log in at account.activeprospect.com
2. Go to Billing → Wallet
3. Use the menu to edit or replace your card

Expected Result: Your account can successfully process charges and auto-recharges.

8. Make a One-Time Manual Payment (Optional)

• You can make a manual payment at any time.
• Manual payments immediately increase your wallet balance.

Expected Result: You can top up your balance anytime.

9. Understand Taxes

• Taxes are not included in real-time usage deductions.
• Taxes are applied at the end of each billing period.

Expected Result: You understand when and how taxes are applied.

10. Understand Notifications

• Billing emails are sent from: billing@activeprospect.com

Expected Result: You know where billing communications come from.

11. Know What Happens If Your Balance Reaches Zero

If your balance hits $0 and funding fails:

• LeadConduit stops accepting leads
• TrustedForm stops processing certificates
• SuppressionList stops accepting queries
• Lead sources receive real-time errors
• Continued non-payment results in account deactivation

Expected Result: You understand how to avoid downtime.

Best Practices

• Keep auto-recharge enabled and properly configured.
• Regularly review the Activity tab.
• Update your payment method before expiry.
• Monitor billing emails from billing@activeprospect.com.

Troubleshooting

Frequently Asked Questions (FAQ)

Q: Is auto-recharge optional?
A: No. Auto-recharge is required for all self-service accounts using paid features.

Q: When does my billing period start?
A: When you create a new account with paid features or you upgrade to using paid features.

Q: What is the deposit?
A: A required minimum wallet balance at the start of each billing period.

Q: When are taxes charged?
A: At the end of each billing period—not during real-time usage.

Q: Why doesn’t my activity update in real time?
A: Activity updates twice daily (midnight and noon UTC).

Q: What email sends billing notifications?
A: billing@activeprospect.com

Glossary