Credit History
The Credit History section tracks all credit activity for your firm. Review purchases, usage, and spending patterns over time.
Viewing Your History
Access Credit History from the Billing page. The transaction table shows every credit purchase and usage event with details about what action consumed credits.
Filtering Transactions
Use the filters above the transaction table to focus on specific time periods or team members:
- This Month: View current month's activity
- Last Month: Review the previous month
- All Time: See your complete credit history
- By Team Member: Filter to transactions from a specific user
Understanding the Transaction Table
Each row in the transaction table includes:
| Column | What It Shows |
|---|---|
| Date/Time | When the transaction occurred |
| Action | What feature consumed credits |
| User | Who performed the action |
| Credit Change | Credits used (negative) or added (positive) |
| Balance | Credit balance before and after the transaction |
Purchase Transactions
Credit purchases appear with a green indicator in the table. These show positive credit changes when you add credits to your account.
Summary Panel
The summary panel at the top shows two key metrics for your selected time period: Credits Added (from purchases) and Credits Used (from actions). Compare these to understand your usage patterns and plan future purchases.
Monthly Review
Review your credit history monthly to understand usage trends. This helps you set appropriate auto-reload amounts and budget for future needs.