An agency workspace gets one invoice for all its clients, because every client and pitch project draws from the same pool of checks. Usage by client shows how that pool was spent, so you can pass the cost on. It comes with the agency plans. Plans and limits are in Plans, checks and limits, and the rest of the agency tools are in Agencies.
See the split
- Open Settings and choose Billing.
- Under Usage by client, read the total, then one row for each client with its checks and its share.
Pitch projects are listed too, marked Pitch, because they use the same pool. A client with no checks yet is listed with 0.
Download it
Choose Download CSV. The file has one row for each client: its name, whether it is a client or a pitch project, its checks, and its share of the total. It is named for the month the billing period started in.
What the figures count
- Checks since the start of the current billing period, the same count as the meter in Billing, so the rows add up to the total.
- There is no limit for each client. The allowance is shared by the whole workspace.
- Deleted projects and the demo project are not counted.
Only a workspace Admin sees the card, and only on an agency plan. If you are a Member or a Viewer, ask an Admin.
Related
Billing and the free trial covers invoices and the Stripe billing portal.