Balance and monthly fee: what each one covers
The balance covers variable usage only: call minutes and SMS (plus recording, on the lines that record). Each line's monthly fee is fixed and never comes out of the balance — it goes on an invoice. That's the whole difference: the balance runs out with use, the monthly fee arrives with the billing cycle.
Where do I see the balance and where do I buy?
- In CRM > Phones, the Balance strip at the top shows the current balance and the estimated days of usage left. Recharge opens Balance detail, where you also find Transactions —every call, every SMS and every top-up— and the Auto-recharge block.
- In CRM > Settings > Lines both things live together: the Balance card with the quick top-up buttons and Other amount, and the table of lines with each one's monthly cost. Top right, Buy number opens the purchase wizard.
- If Phones isn't enabled in that account yet, those buttons open the access request (Request access) instead of the wizard — nothing is charged. An owner or admin of the agency can send that request from inside the client's account too.
Who can buy in each account?
It depends on who pays for the account — the same rule as the rest of the extras, explained in Your agency's billing: plans and who pays for each account:
- Account with its own subscription (the client pays). Its owner or admin tops up the balance and buys the lines with their own card, and each line's monthly fee goes on their own invoice. Your agency doesn't buy for them.
- Account your workspace pays for. Only the owner or an admin of the agency buys, standing inside the client's account. Your card is charged and the asset stays in the account: the top-up lands in that account's balance and the line is born in its CRM.
How your agency tops up and buys a line inside a client's account
- Enter the client's account from your organization selector.
- For the balance: use one of the top-up buttons (or Other amount) and read the confirmation dialog. It spells out the three things that matter: For (the client's account), Paid by (your workspace) and the Card that will be charged. You confirm with Confirm purchase.
- For a line: use Buy number, pick the country and the number, and read the panel on the right. At the top it shows For and Paid by; below, today's total (full month plus the prorated adjustment against your agency's cycle) and the line Then: monthly on {your agency}'s invoice.
- Confirm. The number is provisioned in that account's CRM and can be used right away.
Where does the monthly fee of those lines show up?
On your agency's invoice, as an item of its own for that account: "{account} — Phone lines (N)", separate from that same account's modules charge. In Settings > Subscription, the Billing Summary shows it as a Phone lines (N) sub-line under the centralized-accounts total, so you know in advance what you'll pay. And in the account's lines table, each line paid by the workspace reads On {your agency}'s invoice instead of Billed monthly.
Releasing a line your workspace pays for
Release number works the same, with one difference: the line stays active until the end of the paying workspace's billing cycle, and only then is it released and stops billing. There's no refund for unused days, and while the release is still scheduled you can undo it with Cancel the cancellation.
What if my agency's payment fails?
If one of your invoices goes unpaid, the lines of those accounts go to Suspended (unpaid) until the payment is settled; if it isn't, they're released once the grace period ends. When the invoice is paid, they come back on their own. The prepaid balance isn't touched: it still belongs to the account and keeps being consumed per minute.
Still have questions?
Ask MIA, the MB Suite AI assistant: open it with the MB AI button (⌘J) in the top bar. MIA knows the section you're in, so you can ask it about what you see on screen — and it can also answer how-to questions about using MB Suite.