Guide To Your Plan & Billing
Whether you’re on a free trial looking to upgrade, or a paid user looking to cancel, this is the article for you.
Account Owners can make changes to billing. Approx. reading time 5 min.
Here at Callingly, we strive to keep things simple and transparent, so you can spend less time on logistics and more time selling. Because the faster you connect with your leads, the more sales you make.
That means we keep our billing simple, but we understand questions sometimes still arise. This article has you covered regarding how to subscribe, understand your invoices, upgrade, and cancel.
Subscribe To A Plan
Subscribing to a new plan is as simple as navigating to the purchase page, picking the plan you’d like, and entering your billing information. We’ll take you through it step by step.
- 1.
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Navigate to the upgrade page. You can get to the upgrade page in one of two ways.
- Click the Upgrade now! link in the banner at the top of your free trial account.
- Navigate to Settings > Billing and click the Upgrade button.
- 2.
- Select a plan from the dropdown menu at the top of the upgrade page. You can choose from Starter, Growth, Scale, Business, or Agency. Billing can be monthly or annual (save 20% when you pay annually). For help deciding which plan is best for you, see our article, The Plans We Offer.
- 3.
- Enter your billing information. We accept all major credit cards. Enter your credit card information, including the number, expiration date, CVC, and country.
- 4.
- Click the Upgrade button. That’s it!
Welcome to Callingly!
Understanding Invoices
You can find your invoices on the Billing page of your Callingly account. This page will show you when you’ll receive your next bill and how much it will cost. Here you can also download invoices from past payments. Your invoice might contain any of the following line items.
- Plan name (e.g. Starter, Growth, Scale, Business). Your base subscription fee for the billing period. Your plan also comes with a monthly usage credit: $100, $250, $750 or $2,000, every month, even when you pay annually.
- Purchased numbers. The total line access cost for all numbers in your account. These are charged at $5 per line per month, or $48 per line per year (the same as $4 a month) on an annual plan.
- AI calls, SMS and, on some accounts, call minutes. What you used last month at your plan's rates. Your monthly credit pays for this first, so you only pay for usage past it. More on this below.
- Usage. Only on accounts set up outside the US: what Twilio, our telephony provider, charges us for your account's calls and texts. It's billed on top of your plan and isn't paid from your credit.
Additional fees
Usage and your monthly credit
Our current plans come with a monthly credit for usage: $100 on Starter, $250 on Growth, $750 on Scale and $2,000 on Business, the same as the monthly price. On an annual plan you still get the full credit every month. AI calls and the texts you send are paid from that credit, starting with the first one, at your plan's rates. Anything past the credit bills at the same rates. Unused credit doesn't roll over. If you subscribed before our credit plans launched, you may still be on an older plan that includes set amounts of minutes and texts instead of a credit. Your Billing page shows what your plan includes. You can see the rates for each plan in our The Plans We Offer article.
On accounts that signed up directly since September 26, 2026, call minutes are included and aren't billed per minute. Accounts created before then, and client accounts under an agency that signed up before then, also pay for call minutes from the same credit. See Call Minutes for how they're counted.
If your account was set up outside the US, we also pass on what Twilio charges us for your account's calls and texts, at the standard rates for Twilio in your country (near the bottom of their page under IN DEPTH). That shows as a separate Usage line, and your credit doesn't cover it.
Usage from the previous month is added to your next invoice.
Example
You signed up on January 1, 2267. You paid $100 at the time of sign-up, covering your Starter plan for January, and that $100 is also your credit for January's usage.
In January, our AI Agent made 150 AI calls that reached your leads ($0.50 each, $75) and you sent 300 text segments ($0.12 each, $36). That's $111 of usage. Your credit covers $100, leaving $11 to pay.
To summarize, your February invoice will be on February 1, 2267 and will show:
| Description | Qty | Unit Price | Amount |
| Starter
Feb 1 - Mar 1, 2267 |
1 | $100.00 | $100.00 |
| Usage past your credit
Jan 1 - Feb 1, 2267 |
1 | $11.00 | $11.00 |
Phone numbers
Inbound phone calls are received through a phone number set up expressly for this purpose. You can purchase new numbers from us or port in your old number. Each number is $5 a month for line access, or $48 a year (the same as $4 a month) on an annual plan. You can read more about phone numbers in our article Purchasing & Setting Up Phone Numbers. On a monthly plan, this cost will be added to your invoice the month after use.
Example
You signed up on January 1, 2267. You paid $100 at the time of sign-up, covering your Starter plan for January.
You add three inbound phone numbers to your account at $5 each. They will be added to your February invoice.
To summarize, your February invoice will be on February 1, 2267 and will show:
| Description | Qty | Unit Price | Amount |
| Starter
Feb 1 - Mar 1, 2267 |
1 | $100.00 | $100.00 |
| Purchased numbers | 3 | $5.00 | $15.00 |
Users
All plans include unlimited users at no extra charge. Invite as many team members as you need.
Taxes
Callingly is a U.S.-based company selling a web-based software. That means no taxes are due. So if you’re outside the US, you can rest easy. You don’t need to give us your VAT information as there isn’t any VAT charged.
Upgrade Your Plan
You can move between plans at any time from the billing page of your Callingly account — for example, Starter to Growth, Scale to Business, or any tier to Agency.
- 1.
- Click the Upgrade button next to the name of your current plan.
- 2.
- Select the plan you’d like to move to from the dropdown menu at the top of the upgrade page. Billing can be monthly or annual.
- 3.
- Click the Upgrade button. That’s it!
Cancel Your Plan
You may cancel your subscription at any time — there are no long-term contracts. Upon canceling, your subscription will remain active until the end of your current billing period (the end of the month for monthly plans, or the end of the year for annual plans). Once your subscription ends, your account will be closed.
To cancel your subscription, click the Cancel button on your Callingly account's billing page next to your subscription information.
Common questions
What payment methods can I use?
We accept payments from all major credit and debit cards.
Do your plans include VAT/GST?
Callingly doesn’t fall under VAT/GST laws as a US-based company. Therefore those taxes aren’t charged.
I canceled my plan. Why was I still charged?
When you cancel your plan, we stop services when your plan runs out. That means if you use the service during the final days of your plan, you could still incur call usage charges. Those will be billed after your account closes. If you still have questions, get in touch! We’re happy to help.