Billing and support

Manageroute-ordercredits

Understand scheduled order credits, checkout, purchase history, and insufficient-credit states.

Goal

Explain billing and credit usage.

Who it is for

Company admins and finance users.

Expected result

Admins can understand and manage route-order-credit usage.

Prerequisites

Admin access
Company account
Payment method for purchases

Steps

01

Understand scheduled order credits

A scheduled order credit covers an order or mission when it is scheduled onto a route.

02

Buy monthly credits

Admins can purchase self-serve monthly credits through Stripe checkout and review purchase history.

03

Resolve insufficient credits

When an action needs more credits than are available, admins can increase monthly order credits.

Field definitions

Current monthly allowance
Remaining credits
Required credits
Monthly order credits
Purchase history
Checkout status

Troubleshooting

User is not allowed to buy credits.

Checkout did not return to the app.

Purchase history is delayed.

Credits are insufficient for route planning.

Screenshots to capture

Use anonymized product data. These are screenshot requirements for the final docs pass.

docs-financial-settings-overview.png

Financial settings overview.

docs-credit-balance-status.png

Credit balance card.

docs-purchase-credits-dialog.png

Purchase credits dialog.

docs-stripe-checkout.png

Stripe checkout handoff with demo data.

docs-purchase-history.png

Purchase history table.

docs-insufficient-credits-dialog.png

Insufficient credits dialog.

Need to try it with your own route data?

Start with the full dispatch workflow and 200 scheduled order credits.