Manage Dialpad License Billing
    • 13 Mar 2024
    • 2 Minutes to read
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    Manage Dialpad License Billing

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    Article Summary

    Managing and adding licenses for your team in Dialpad is easy. Licenses can be purchased from the Company Settings, Billing menu, or Office Settings. When purchasing licenses, you can choose the number of licenses or add-ons needed and review the payment summary before confirming the purchase. To save money, you can remove licenses that are no longer needed from the Office Settings. However, if you are on a contracted plan, you need to contact your Customer Success Manager for assistance. Licenses scheduled for removal can be restored before the end of the billing cycle without incurring additional charges.

    Managing and adding licenses for your team is a breeze.Once a license is purchased, you can:

    Remember that we charge for licenses as they're purchased, even if they're inactive and unassigned

    Licenses can be purchased during a billing cycle and prorated to the next one.

    Note

    You can only create user accounts for as many licenses as you have available, so make sure you don't over-invite team members.

    This article covers Dialpad licensing; if you want to purchase Dialpad Meetings licenses, please review this Help Center article.

    Let's take a look at managing licenses in Dialpad.

    Purchase licenses

    Licenses can be purchased in two places from your Admin Settings 

    1. From Company Settings
    2. From the Billing menu
    3. From Office settings

    Let's look at how each method works. 

    Note

    For our contracted customers, extra licenses follow your current agreement. If you're on a contract plan, please contact your Customer Success Manager prior to purchasing new licenses.

    Purchase licenses from the Company Settings

    To purchase licenses from the Company Settings, head to your Admin Settings from Dialpad.com

    1. Select My Company from the drop-down menu
    2. Navigate to Licenses
    3. Select Purchase licenses
    4. Enter the number of licenses or add-on to be purchases, then select Next
    5. Review your payment summary and select Confirm Purchase

    Purchase licenses from the Billing menu

    To purchase licenses from the billing menu, head to your Admin Settings from Dialpad.com

    1. Select Billing
    2. Select Purchase Licenses
    3. Enter the number of licenses or add-ons to be purchased, then select Next
    4. Review your payment summary and click Confirm Purchase

    Purchase licenses from your Office Settings

    To purchase a license from your office settings, head to your Admin Settings from Dialpad.com

    1. Navigate to Office
    2. Select Licenses 
    3. Select Purchase Licenses beside the product you wish to add
    4. In the pop-up menu, enter the number of licenses or add-ons to be purchased, then select Next
    5. Review your purchase and select Confirm Purchase

    Remove licenses

    Save your company money by removing licenses that are no longer needed.  

    For companies who are not on a contracted (invoiced) plan, Office admins can schedule license removals from their Admin Settings. 

    If you are on a contracted plan, you won't see this option, so please contact your Customer Success Manager for assistance. 

    To remove licenses, head to your Admin Settings from Dialpad.com 

      1. Navigate to Office
      2. Select Licenses 
      3. Select Remove Licenses or Remove Add-Ons
      4. Enter the number of licenses or add-ons to be removed 
      5. Select Next
      6. Review the changes, then select Remove Licenses
    Note
    Licenses scheduled for removal are removed at the end of the current billing cycle.
    This can vary depending on your company's plan and contract type — please contact your Customer Success Manager if you have any questions. 

    Restore licenses scheduled for removal

    Since licenses scheduled for removal are only removed at the end of the current billing cycle, you can cancel the removal and store these licenses as available (unless stated otherwise in your contract terms).

    To restore licenses, head to your Admin Settings from Dialpad.com

    1. Select Billing 
    2. Select Purchase License
    3. Enter the number of licenses or add-ons less than or equal to the licenses scheduled for removal, then select Next
    4. Review your purchase and Confirm 

    Restoring these licenses does not incur additional charges or fees, as they must still be removed.



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