Articles on
Billing & Plans
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About this section
Billing, Plans & Wallet Architecture
Summary
Wabixo's Billing & Subscriptions Hub (/dashboard/billing) is the centralized financial control center for your organization's messaging expenditures, prepaid WhatsApp balances, platform subscription licenses, add-on resources, and corporate tax compliance.
Operating on the official WhatsApp Business Platform requires understanding two separate financial layers:
- Platform Subscription Plan: The software license (Launch, Connect, or Scale) that governs team seats, automation workflows, CRM tools, API rate limits, and analytics capabilities.
- Prepaid WhatsApp Messaging Wallet: The per-WABA prepaid credit balance from which Meta conversation charges and template dispatches are deducted in real time.
Accessing the Billing Center & Permissions (RBAC)
- Log in to the Wabixo dashboard using an account with billing authorization.
- In the top global navigation bar, click Billing (or navigate directly to
/dashboard/billing).
Granular Billing Permissions Matrix
Access to financial operations is strictly regulated by role-based permissions in Settings > Roles & Permissions:
| Internal Permission Flag | Description & Scope | Default Roles |
|---|---|---|
CanManageBilling | Full master access to subscription plans, wallet recharges, add-on purchases, and invoices. | Owner, Admin |
CanViewInvoices | Read-only permission to inspect billing transaction history and download tax documents. | Owner, Admin, Billing Manager |
CanRenewPlan | Permission to initiate periodic subscription renewals via Razorpay or Paytm. | Owner, Admin |
CanChangePlan | Permission to execute pro-rata upgrades or term downgrades between plans. | Owner, Admin |
CanRechargeWallet | Permission to add prepaid balance to specific WhatsApp Business numbers. | Owner, Admin, Billing Manager |
CanBuyAdditionalUser | Permission to purchase extra agent seats beyond the base plan limit. | Owner, Admin |
CanBuyAddon | Permission to purchase modular add-ons (such as AI Agent BYOK). | Owner, Admin |
[!NOTE] Staff Payment Restriction: Under organizational security governance, internal restricted Invoay staff members (
isRestrictedInvoayStaff) are prevented from executing payments or modifying financial billing profiles.
The 5 Core Billing Tabs
The Billing Hub organizes financial administration into five specialized tabs:
Billing & Plans Hub (/dashboard/billing)
├── 1. Overview (`?tab=overview`) # Plan status, Total wallet balance, Per-number WABA cards, Quick recharge
├── 2. Plans & Pricing (`?tab=plans`) # Launch, Connect, Scale comparison cards, Monthly/Annual toggle, Pro-rata upgrades
├── 3. Add-Ons (`?tab=addons`) # Additional user seats slider (1-10), AI Agent BYOK, Modular capabilities
├── 4. Transaction History (`?tab=history`) # 3 audit ledgers: Wallet recharges, Plan renewals, and Plan changes
└── 5. GST Document (`?tab=profile`) # Corporate GST certificate upload, preview, download, and replacement (PDF/PNG/JPG)
1. Dual-Tier Billing Model Explained
To manage costs effectively, it is essential to distinguish between the software subscription and the messaging wallet:
| Financial Dimension | Platform Subscription Plan | Prepaid WhatsApp Messaging Wallet |
|---|---|---|
| What It Covers | Software platform access, team seats, Bot Builder, Broadcast Wizard, Analytics, API access. | Meta conversation fees for delivering templates and session messages to customer phones. |
| Billing Frequency | Monthly (30 days) or Annual (365 days) subscription cycle. | Pay-as-you-go prepaid credit balance. |
| Payment Gateways | Razorpay or Paytm (Cards, UPI, Netbanking). | Razorpay or Paytm (Instant top-up). |
| Deduction Mechanism | Fixed periodic renewal at term expiration. | Deducted in real time per outbound template / conversation category. |
| Balance Isolation | Organization-wide tenant account. | Scoped per individual WhatsApp Business Number (WABA). |
2. Meta Conversation Categories & Rates
Prepaid wallet credits are deducted according to Meta's official category rate cards:
- Marketing Templates: Outbound promotions, seasonal offers, product announcements (~₹0.96 / message in India).
- Utility Templates: Transactional alerts, order status updates, appointment reminders, billing receipts (~₹0.16 / message in India).
- Authentication Templates: One-Time Passwords (OTPs) and account security verification codes (~₹0.16 / message in India).
- Service Conversations: Inbound customer support inquiries replied to within the 24-hour service window.
3. Multi-Number WABA Wallets
For businesses operating multiple WhatsApp numbers (e.g., separate numbers for sales, customer support, or branch stores):
- Independent Balances: Every connected WhatsApp number maintains its own dedicated wallet balance.
- Visual Status Cards: The Overview tab displays individual cards for each phone line showing line name, phone number,
Activestatus badge, current balance in ₹, and an Add Balance button. - Aggregated Balance: The top header card calculates total combined messaging liquidity across all phone lines.
4. Documentation Guides in This Section
Explore detailed step-by-step guides for each billing subsystem:
| Guide | Primary Topics Covered |
|---|---|
| WABA Wallet Recharge & Balances | Inspecting phone balances, recharge presets, custom amounts, Razorpay & Paytm gateways, and low-balance safeguards. |
| Subscription Plans & Add-Ons | Launch, Connect, Scale comparison cards, Monthly vs Annual savings, Pro-Rata upgrades, Downgrade warnings, Additional seats, and AI Agent BYOK. |
| GST Document Center | Official GST Certificate upload, file validation (PDF/PNG/JPG up to 5MB), inline preview modal, download, and replacement. |
5. Customer Support AI Agent Playbook & FAQs
Q1: "Where do I manage my subscription and wallet balance?"
Resolution: Navigate to Billing in the top navigation bar (
/dashboard/billing). Use the Overview tab to recharge wallet balances and the Plans & Pricing tab to manage your software subscription.
Q2: "Why am I seeing an 'Access Restricted' error on the Billing page?"
Resolution: Financial management requires specific permissions. Your account must have
CanManageBillingorCanViewInvoicesenabled. Contact your workspace Administrator or Owner to grant you billing access in Settings > Roles & Permissions.
Q3: "Does adding balance to my wallet extend my software plan expiry?"
Resolution: No. Software subscription renewals and messaging wallet recharges are separate. Recharging your wallet adds credits for WhatsApp message delivery. To renew or upgrade your platform software license, go to Billing > Plans & Pricing or click Renew Plan on the Overview tab.