> ## Documentation Index
> Fetch the complete documentation index at: https://adapt.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Billing FAQ

> Frequently asked questions about billing and payments

Common questions about Adapt billing, payments, and invoices.

## Credits

<AccordionGroup>
  <Accordion title="How do credits work?">
    Adapt uses a credits system. Credits are consumed as you use Adapt to answer questions, analyze data, and run tasks. You can purchase a plan to receive monthly credits, or enable auto-recharge to top up on demand.
  </Accordion>

  <Accordion title="Do I get free credits?">
    Yes. You receive free credits when you sign up — **\$25** for personal email signups or **\$100** for business email signups. Every organization earns **\$100** for connecting Slack. Business domain organizations can earn up to **\$175 in additional bonuses** on top of that by connecting other integrations (\$25 each for GitHub, Google Workspace, Linear, Notion, and HubSpot) and inviting teammates (\$10 each, up to \$50).

    Promo credits — signup credits, integration bonuses, and invite bonuses — expire **180 days** after they're granted.
  </Accordion>

  <Accordion title="What happens when my credits run out?">
    When your effective spendable balance reaches zero:

    <Warning>
      Usage pauses when your effective spendable balance reaches zero. Automations resume automatically after credits are added.
    </Warning>

    If you have auto-recharge enabled, credits are purchased automatically before you hit zero, preventing interruption.
  </Accordion>

  <Accordion title="What are the different types of credits?">
    Your balance can include a few different credit sources:

    * **Plan credits**: Credits included with your active monthly or annual plan
    * **Rollover credits**: Unused credits carried forward when your billing rules allow it
    * **Recharge credits**: Credits added through auto-recharge or manual top-ups
    * **Bonus credits**: Extra credits included with higher-tier plans beyond the base allocation
    * **Admin credits**: Credits manually added by Adapt for support, promotional, or account adjustment reasons
  </Accordion>

  <Accordion title="Can I see how many credits I have left?">
    Yes. Go to [**Settings > Billing > Usage**](https://app.adapt.com/settings/usage) to see your remaining credits broken down by source: plan credits, rollover credits, recharge credits, bonus credits, and admin credits.
  </Accordion>

  <Accordion title="What credit notifications will I receive?">
    Adapt sends proactive alerts:

    * **70% warning**: Slack notification when 70% of your plan credits are consumed
    * **Low balance banner**: In-app banner visible to your team when credits are running low
    * **Zero-credit pause**: Automations are paused automatically when your effective balance reaches zero
    * **Recharge notification**: Alert when an auto-recharge top-up fires
    * **Resume notification**: Confirmation when paused tasks resume after credits are added
  </Accordion>
</AccordionGroup>

## General Billing

<AccordionGroup>
  <Accordion title="How does billing work?">
    Adapt uses usage-based billing through a credits system. Your credit usage is tracked continuously, and you are billed per billing cycle (typically weekly, or when spend exceeds a threshold). You only pay for what you use.
  </Accordion>

  <Accordion title="When am I charged?">
    Billing typically occurs at the end of each billing cycle. If you reach a spending threshold before that, you may be billed earlier. Billing cycles start from your signup date.
  </Accordion>

  <Accordion title="What payment methods do you accept?">
    We accept all major credit cards (Visa, Mastercard, American Express). Enterprise customers can pay by invoice or ACH.
  </Accordion>

  <Accordion title="Can I get an invoice instead of card payment?">
    Invoice billing is available for enterprise customers with annual commitments. Contact [sales@adapt.com](mailto:sales@adapt.com) to discuss.
  </Accordion>

  <Accordion title="Where can I see my invoices?">
    Go to **Settings > Billing > Invoices** to view and download all past invoices.
  </Accordion>
</AccordionGroup>

## Understanding Charges

<AccordionGroup>
  <Accordion title="What am I being charged for?">
    Your credit usage has two components:

    1. **Response work**: The effort required to understand your request and generate an answer
    2. **Execution work**: Sandbox execution time when Adapt runs code, automations, or file processing

    Most usage comes from normal response generation. Execution work is only charged when code execution is needed for analysis, file processing, or automations.
  </Accordion>

  <Accordion title="Why did my bill increase?">
    Common reasons:

    * More team members using Adapt
    * More complex questions requiring more work and context
    * Scheduled reports running more frequently
    * More execution-heavy analysis or automation

    Check **Settings > Billing > Usage** for a detailed breakdown by user and component.
  </Accordion>

  <Accordion title="When is compute charged?">
    Compute is only charged when Adapt runs code in a sandbox:

    * Python or JavaScript execution
    * Data analysis scripts
    * File processing

    Simple questions, web searches, and reading data from integrations do not use compute.
  </Accordion>
</AccordionGroup>

## Upgrading and Downgrading

<AccordionGroup>
  <Accordion title="What happens when I upgrade my plan?">
    When you upgrade to a higher tier:

    * You are charged the **price difference** between your current plan and the new plan (a flat delta, not a prorated amount)
    * Additional credits are granted **immediately** based on the difference in plan credits
    * Your plan switches to the new tier right away

    If you had a pending downgrade scheduled, upgrading cancels it.
  </Accordion>

  <Accordion title="Can I switch from monthly to annual billing?">
    Yes. Monthly-to-annual switches take effect **immediately**. For self-serve plans, the full annual price is charged up front and includes a 10% discount over the equivalent monthly cost.

    Annual plans grant credits in **12 equal monthly installments**, not as a lump sum. Your first month's credits are granted when the annual plan starts, and the remaining 11 installments are granted automatically on each monthly anniversary.

    Enterprise annual billing follows the payment terms in your contract.
  </Accordion>

  <Accordion title="Can I switch from annual to monthly billing?">
    No. Annual-to-monthly interval changes are not currently supported. Contact [support@adapt.com](mailto:support@adapt.com) if you need to discuss your billing interval.

    <Warning>
      Annual-to-monthly billing changes are not currently supported.
    </Warning>
  </Accordion>

  <Accordion title="How do annual plan credits work?">
    Annual plans grant credits in **12 equal monthly installments**, not as a lump sum. Your first month's credits are granted when the annual plan starts, and the remaining 11 installments are granted automatically on each monthly anniversary.
  </Accordion>

  <Accordion title="What if I upgrade my tier and change to annual at the same time?">
    Both changes take effect immediately. For self-serve plans, you are charged the full annual price for the new tier, which includes a 10% annual discount.

    Annual plans grant credits in **12 equal monthly installments**, not as a lump sum. Your first month's credits are granted when the annual plan starts, and the remaining 11 installments are granted automatically on each monthly anniversary.

    Enterprise annual billing follows the payment terms in your contract.
  </Accordion>

  <Accordion title="What if my payment fails during an upgrade?">
    If your card is declined during an upgrade, the entire operation is rolled back. Your plan stays unchanged, no partial charge is applied, and no credits are granted. You can retry with a different payment method.
  </Accordion>
</AccordionGroup>

## Auto-Recharge

<AccordionGroup>
  <Accordion title="What is auto-recharge?">
    Auto-recharge automatically purchases credits when your effective balance drops below a configured threshold, so your team can keep using Adapt without interruption. It uses your default payment method on file.

    <Note>
      Auto-recharge requires an active self-serve plan or an active enterprise sales contract.
    </Note>
  </Accordion>

  <Accordion title="How do I configure auto-recharge?">
    Go to **Settings > Billing > Auto-Recharge** to open the configuration modal. You can set:

    * The **credit threshold** that triggers a top-up
    * The **top-up amount**
    * A **monthly spending cap**
  </Accordion>

  <Accordion title="How do I enable auto-recharge?">
    Go to **Settings > Billing > Auto-Recharge** and configure your threshold, top-up amount, and monthly cap. Auto-recharge is disabled by default and must be enabled manually.
  </Accordion>

  <Accordion title="Why can't I see auto-recharge?">
    Auto-recharge is only available when your organization has an active self-serve subscription or an active enterprise sales contract. If you do not have an active billing plan on file, the auto-recharge settings will not appear.
  </Accordion>

  <Accordion title="Is there a spending cap on auto-recharge?">
    Yes. Auto-recharge spending is capped monthly. You can configure the cap in the auto-recharge settings.
  </Accordion>

  <Accordion title="Why is auto-recharge disabled?">
    Auto-recharge can be disabled automatically if:

    * Your **card was declined** during a recharge attempt
    * Your **plan was canceled**

    Check **Settings > Billing** for the current status and re-enable once the issue is resolved.
  </Accordion>
</AccordionGroup>

## Managing Costs

<AccordionGroup>
  <Accordion title="How can I reduce my costs?">
    Tips to optimize usage:

    1. Ask specific questions (fewer follow-ups needed)
    2. Request "brief" summaries when detail isn't needed
    3. Use scheduled reports instead of repeated queries
    4. Point Adapt to summary tables when available
  </Accordion>

  <Accordion title="Can I set a spending limit?">
    You can control costs by configuring auto-recharge with a monthly cap, or by monitoring your credit balance in **Settings > Billing > Usage**. Credit notifications alert you at 70% plan credit usage and when your balance is running low.
  </Accordion>

  <Accordion title="Do you offer volume discounts?">
    Yes, through our enterprise program. Contact [sales@adapt.com](mailto:sales@adapt.com) for details on committed spend discounts.
  </Accordion>
</AccordionGroup>

## Account & Payment

<AccordionGroup>
  <Accordion title="How do I update my payment method?">
    1. Go to **Settings > Billing > Payment Methods**
    2. Click **Add Payment Method**
    3. Enter new card details
    4. Set as default if desired
    5. Remove the old card if needed
  </Accordion>

  <Accordion title="What happens if my payment fails?">
    If a payment fails:

    1. We retry a few times over several days
    2. You receive email notifications
    3. Auto-recharge is disabled with a "card declined" reason
    4. If not resolved, your account may be paused
    5. Update your payment method to restore access and re-enable auto-recharge
  </Accordion>

  <Accordion title="What happens if I'm double-charged or see a billing error?">
    Contact [support@adapt.com](mailto:support@adapt.com) immediately. Billing errors are investigated and corrected. If an overcharge occurred, credits or a refund will be issued.
  </Accordion>

  <Accordion title="Can I get a refund?">
    Usage-based charges represent actual resources consumed and are generally not refundable. If you believe there is a billing error, contact [support@adapt.com](mailto:support@adapt.com) and we will investigate and make it right.
  </Accordion>

  <Accordion title="How do I cancel my account?">
    1. Go to **Settings > Account > Close Account**
    2. Export your data if needed
    3. Confirm closure

    You will be billed for usage up to the cancellation date. Auto-recharge is disabled when your plan is canceled. If you had a pending downgrade scheduled, it is preserved if you cancel and later resume. However, if you upgrade before the downgrade takes effect, the downgrade is cleared.
  </Accordion>
</AccordionGroup>

## Organizations & Teams

<AccordionGroup>
  <Accordion title="Is there a per-user fee?">
    No. Adapt has no seat-based pricing. Add your whole team and you only pay for actual usage.
  </Accordion>

  <Accordion title="How is billing handled for organizations?">
    Each organization has its own billing. The organization owner or admin manages payment methods and can view usage for all members.
  </Accordion>

  <Accordion title="Can I see usage by team member?">
    Yes. Go to **Settings > Billing > Usage** and filter by user to see individual usage breakdowns.
  </Accordion>
</AccordionGroup>

## Enterprise Billing

<AccordionGroup>
  <Accordion title="What are the payment terms for enterprise?">
    Enterprise customers typically pay:

    * Annual commitment upfront, or
    * Quarterly payments
    * Net 30 invoice terms

    Contact [sales@adapt.com](mailto:sales@adapt.com) for specific terms.
  </Accordion>

  <Accordion title="How do enterprise credits work?">
    Enterprise contracts use the same credit ledger as self-serve plans.

    Annual plans grant credits in **12 equal monthly installments**, not as a lump sum. Your first month's credits are granted when the annual plan starts, and the remaining 11 installments are granted automatically on each monthly anniversary.

    Your billing page shows contract details and credit balances.
  </Accordion>

  <Accordion title="What if we exceed our enterprise commitment?">
    Usage above your annual commitment is billed at your discounted enterprise rate. No surprise pricing increases.
  </Accordion>
</AccordionGroup>

## Still Have Questions?

<CardGroup cols={2}>
  <Card title="Contact Support" icon="headset" href="mailto:support@adapt.com">
    [support@adapt.com](mailto:support@adapt.com)
  </Card>

  <Card title="Contact Sales" icon="envelope" href="mailto:sales@adapt.com">
    For enterprise inquiries
  </Card>
</CardGroup>
