We know how important it is to keep your accounts in order. From the Billing Summary page, you can review your active plan, see a live cost estimate for the current billing period, check your license and add-on breakdown, review upcoming charges, and download past invoices.
Let's dive into the details.
Access your bill
To access your Billing Summary, go to your Dialpad Admin Settings and select Billing > Billing Summary.
The Billing Summary page includes two tabs:
Current Billing: Shows your active plan, a live cost estimate for the current period, a breakdown of licenses and add-ons with subtotals and promotions, and a Manage licenses option.
History: Shows a chronological list of your past statements and allows you to download a PDF of each bill. You can also add a note to your invoice.
View billing history
The billing history section displays your current and past bills.
To view your billing history, go to your Dialpad Admin Settings.
Select Billing > Billing Summary
Select the History tab
Your billing history displays these details:
Invoice date
Invoice amount
Status (paid or owing)
Invoice description
Notes
Add a note to an invoice
To add a note (visible to both your company and Dialpad), go to your Dialpad Admin Settings.
Select Billing > Billing Summary
Select the History tab
Under Invoice history, navigate to the desired invoice and select Add
Enter your note
Select Save Note
Your note displays on the invoice and is visible to both your company and Dialpad.
What you're paying for
Your downloadable invoice makes charges easy to review with a summary page, clear organization, highlighted key details, and a summary by charge type.
Below your account charges, your taxes and fees are shown. These local, state, and federal assessments are based on your Company’s billing address. Any changes to the number of lines you made mid-cycle will also be listed.
Tip
Interested in more savings? Upgrade to annual billing!
Update payment info
Need to update your payment information? You can do that from your Billing Summary page.
To update your payment info, go to your Dialpad Admin Settings.
Select Billing > Billing Summary
Select the Current Billing tab
Navigate to Payment mode
Select Edit (the pencil icon)
Enter the new payment information
Select Save
Your payment information will be updated within 24 hours.
If you recently received a Dialpad billing notification asking you to review your payment method, use the procedure above.
Manage your licenses
Use the Manage licenses button to purchase licenses directly from the billing menu.
For more details on purchasing licenses, visit this Help Center article.
Upgrade your account
On a trial and ready to upgrade to a paid account? Navigate to Dialpad.com > Admin Settings > Billing > Billing Summary > Upgrade Account
Looking to upgrade from Standard to Pro? Dialpad Admins can upgrade their team straight from their Billing Summary page.
When you upgrade you'll receive a prorated charge for the new plan. Keep in mind that in order to self-upgrade to Pro, your account will need to:
Be currently active (not in a trial or on hold)
Only have 1 Office
Be paid by credit card
If you need 100 or more user accounts, reach out to our sales team directly.
Billing Change Log
Easily view all updates made to your office, including license add-ons and removals, right from the Change Log.
To access the Change Log, go to your Dialpad Admin Settings and select Billing > Changelog.
Here, you can filter by user or month, and quickly export the data as a CSV file.
Taxes and fees
Dialpad charges taxes and fees associated with providing telephony services. This section goes over items that you may see on your billing statement.
SMS Messaging Registration — Brand Registration
Brand registration fees are billed in accordance with the mandatory SMS Registration process.
Brand registration fees apply for every brand application. Costs will vary depending on your brand, you may see charges for Brand Registration and/or Brand Vetting.
SMS Messaging Registration — Campaign Registration
Campaign registration fees are billed in accordance with the mandatory SMS Registration process.
You will have a one-time setup fee for your Campaign registration, with monthly recurring fees that vary depending on your type of messaging campaign.
Federal Universal Service Fund
This is used to recover contributions Dialpad Communications is required to make to the federal Universal Service Fund, which is used to promote the access of telecommunications services at reasonable rates for those living in rural and high-cost areas, income-eligible consumers, rural health care facilities, and schools and libraries. Dialpad Communications is permitted, but not required, to recover these costs from its customers. The Federal Communications Commission (FCC) sets the applicable USF rate on a quarterly basis and is subject to change. Learn more here.
Federal Cost Recovery Fee
This goes to the Interstate Telecommunications Relay Service (TRS) Fund, which is used to support communications service for persons who have hearing or speech disabilities or who are deaf-blind. Learn more here.
Compliance and Administrative Cost Recovery Fee
The Compliance and Administrative Cost Recovery Fee (“CRF”) is a fee that Dialpad charges in order to recover the various costs and expenses that it incurs in connection with:
Complying with legal, regulatory, and other requirements, including without limitation federal, state, and local reporting and filing requirements.
Responding to subpoenas, civil investigative demands, and other official requests, and otherwise assisting with official investigations.
Reporting and managing payments to third-party telecommunications service providers.
Acquiring and protecting intellectual property, including without limitation through the filing and maintenance of patents, trademarks, and other proprietary rights.
The CRF is a taxable item by your local jurisdiction and is billed per month, per User.
If your account is billed annually, you will be charged for 12 months at the time of purchase.
E911 Regulatory Recovery Fee
Dialpad is required to provide Emergency 911 (e911) services by the Federal Communications Commission (FCC). The FCC allows us to charge a recurring monthly fee that is used for next generation costs to support computer software and hardware upgrades that allow public safety answering points (PSAPs) to send assistance to the registered location of a 911 caller.
The e911 Regulatory Recovery fee of $0.99 is charged for each line of Dialpad.com services that have the ability to place outbound calls.
The E911 charge is per month, per User.
If your account is billed annually you will be charged for 12 months at the time of purchase.
Visit the FCC Website for more information about e911.
State and Local Taxes
Items under this section are taxes and surcharges levied by state, local, or municipal governments. For example, California imposes a number of charges on end users including Local Utility Users Taxes and six mandated telecommunications all-end-user surcharges supporting various public programs, such as the CA Teleconnect Fund which provides a 50% discount on select communications services to schools, libraries, hospitals, and other non-profit organizations.
Canadian Offices Only: GST/HST
The goods and services tax (GST) is a tax that applies to most supplies and services in Canada. Generally, the harmonized sales tax (HST) is imposed in provinces that have harmonized their provincial sales tax with GST; these provinces are referred to as the "participating provinces."
The participating provinces are:
New Brunswick
Nova Scotia
Newfoundland and Labrador
Ontario
Prince Edward Island
In the remaining provinces and territories, GST is imposed on taxable goods and services. In these provinces, there may also be a provincial sales tax or retail sales tax in place.
For rates of each province, see GST/HST rates. To learn more about the basics of GST/HST, click here.
Learn more
Check out our Billing FAQ article for more information about Dialpad Billing.