How usage-based credits work in Aesthetix CRM, the types of credits on your account, where to check your balance, and how to keep your wallet funded automatically.
Aesthetix CRM is a usage-based platform. Your subscription covers the software itself. The messages you send and the technology you use on top of it are paid for with credits. Every text, MMS, phone minute, email, and AI action draws from your credit balance at published rates.
This guide explains the types of credits on your account, where to find your balance and usage, and how auto-recharge keeps everything running without interruption.
Credits are the currency your account uses for anything that costs money to send or process. They live in your account wallet and are drawn down as usage occurs.
Because billing is tied to actual usage, your credit spend will rise and fall with your activity. A month with a large text blast or a heavy call volume will consume more credits than a quiet month.
Rates are published and do not change without notice. You can review the full rate card any time on the technology and messaging credits page.
There are two ways credits arrive in your wallet, and they behave differently.
Some plans and agreements include a monthly allotment of credits. Whether your account includes them, and how many, depends on your specific plan and agreement. Enterprise and custom agreements are structured individually, so not every account carries an included allotment.
When an account does include them, these credits renew on your subscription billing date each month and do not roll over. Any unused portion resets at renewal.
To confirm what your account includes, go to Settings, then Billing, or contact Support.
Prepaid credits are funds you add to your wallet, either manually or through auto-recharge. These roll over indefinitely and stay on your account until they are used.
If your account has both, included credits are drawn down first, and prepaid funds cover anything beyond that.
Credit usage falls into four categories. Full rates for each are on the technology and messaging credits page.
Phone numbers, inbound and outbound calling, call recording and storage, SMS and MMS, email sends, email verification, phone validation, and A2P registration and campaign fees.
Mobile carriers set their own per-message fees for SMS and MMS. These are set by the carriers, not by Aesthetix CRM, and are passed through to your account with a small processing fee added. They are additional to the SMS and MMS rates. Carrier fees can change without advance notice to us, and we update our published tables and notify you ahead of the effective date whenever carriers give us notice.
AI image creation, AI copywriting, AI inbox assist replies, Reviews AI responses, Funnel AI, and address autocomplete. If your account has the AI Employee Unlimited add-on, these features are included in that add-on rather than billed per use, subject to fair use.
Premium triggers and actions inside workflows, along with workflow AI actions. They apply only if you build workflows that use actions labeled as premium in the workflow builder, including inbound webhooks.
Go to Settings, then Billing, then open the Wallet and Transactions tab. Everything below lives on that page.
The usage overview at the top shows all technology and messaging credits used within the platform. You can break this down further by activity to see exactly which features are driving your spend.
Below the usage overview, the Wallet and Recharge section shows your current balance, how many credits you have, and any prepaid funds on the account. This is also where you control auto-recharge.
Top-up history shows every credit that has been added to your wallet, whether it came from a manual top-up, an auto-recharge, or an adjustment.
The detailed transaction list gives you a line-by-line view of usage. You can filter by transaction type to isolate a specific category, such as SMS or email verification.
The export center lets you export your transaction data out of the platform so you can run your own reports or hand the numbers to your accounting team.
Auto-recharge tops up your wallet automatically so your balance never runs dry mid-campaign. This matters more than it might sound. If a wallet empties partway through a send, messaging stops until funds are added. Auto-recharge is what keeps workflows from pausing.
You control two settings in the Wallet and Recharge section.
This is how much is added to your wallet each time a recharge triggers. Available amounts are 10, 25, 50, 100, 250, 500, 1,000, 5,000, 10,000, and 15,000.
Choose an amount that comfortably covers your typical sending volume. Larger practices and multi-location groups generally want a higher recharge amount, since fewer, larger charges are less likely to be flagged or held by a card issuer than many small ones.
This is the threshold that triggers the recharge. When your balance falls below this number, a top-up is processed automatically. The limit can be set anywhere from 0 up to 1,000.
Set this high enough that a recharge has time to process before a large send would exhaust the remaining balance. If you run monthly text blasts, look at what a single blast typically costs and keep your threshold above that.
Auto-recharge only works if the payment method on file is valid. If a recharge fails, credit-dependent services including SMS, email, phone, and API requests can be suspended until payment goes through. It is worth whitelisting Aesthetix CRM charges with your bank or card provider so recharges are not declined as unusual activity.
Before sending a text blast, you can estimate credit usage with the Aesthetix CRM SMS calculator at https://aesthetixcrm.com/sms-calculator/.
Remember that a single SMS is billed per 160-character segment, so longer messages and messages containing emoji or special characters can count as more than one segment.
It depends on your plan and agreement. Some plans include a monthly allotment and some do not. Check Settings, then Billing, or contact Support to confirm what applies to your account.
Included monthly credits do not roll over. They renew on your subscription billing date and any unused balance resets. Prepaid credits roll over indefinitely until used.
Credit-dependent features such as SMS, email, and calling will stop until funds are added. Auto-recharge is designed to prevent this by topping up the wallet before the balance reaches zero.
Go to Settings, then Billing, then Wallet and Transactions. In the Wallet and Recharge section, set your recharge amount and your low balance limit.
The usage overview breaks spending down by activity, and the detailed transaction list gives you line-by-line records that can be filtered by transaction type. Both are on the Wallet and Transactions tab.
Yes. Use the export center on the Wallet and Transactions tab to export transactions for your own reporting.
Use the SMS calculator at https://aesthetixcrm.com/sms-calculator/ before you send.
The full rate card is at https://aesthetixcrm.com/technology-messaging-credits/, including a country selector for United States, Canada, Mexico, United Kingdom, and Australia pricing.
