Understanding Client Credits

Manage AI credits for your agency clients.

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How It Works

You allocate credits to clients from your pool:

• Set monthly allocation
• Add one-time credits
• Track usage
• Monitor consumption

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Credit Types

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Monthly Allocation

• Recurring credits each month
• Resets on billing date
• Automatic allocation

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One-Time Credits

• Manual addition
• Doesn’t reset
• For special projects

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Viewing Client Credits

1. Open CRM
2. Select client
3. Go to Credits tab
4. See usage and allocation

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Credit Information

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Allocation History

Track all credit changes:

• Date of allocation
• Amount added
• Type (monthly/one-time)

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Tips

• Monitor usage patterns
• Adjust allocations as needed
• Use for pricing tiers
• Track for billing