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The Usage & Billing page shows your credit balances and how each study uses them. Every workspace role can open it from the sidebar.

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Wallets and balances

Your workspace can have one or more wallets. Each wallet has its own balances.
  • If you have more than one wallet, use the wallet picker to switch between them.
  • Each card shows the remaining balance and any expiry date.
  • Select View breakdown to see Used (already charged) and Held (not yet charged).
Balance types:
  • Recruitment credits remaining: Pays for responses from recruited participants.
  • Projects remaining: A study uses one project after it gets enough qualified responses.
  • Interviews remaining: Pays for interview responses.

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Usage breakdown

The Usage breakdown section lists credit use by study.
  • Enter a name in Search all studies.
  • Filter by status: All, Active, or Closed.
  • Select a study to see its sources: Panel, Custom, or Via link or e-mail.
  • A study you cannot read shows Restricted study as its title. Its usage still counts in the totals.

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Request more credits

A request does not charge your wallet.
  1. Click Buy Credits, Add Projects, or Add Interviews on a balance card.
  2. Enter a number in Number of credits, Number of projects, or Number of interviews.
  3. Optional: Add Additional information (optional).
  4. Click Send Request.
Buy Credits does not open a payment page. All three buttons open the same request form.
Listen emails you a copy of the request and copies the credits team. The team follows up with a quote.

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Incentive balance

Incentive balance funds participant incentives. For how incentives work, see Incentives. The Incentives remaining card shows the balance and Total spent.
  1. Click Add Balance.
  2. Enter an amount in Amount (USD), from $1.00 to $1,000,000.00.
  3. Click Continue to payment.
  4. Complete the payment. You return to the page.
A Payment Successful message confirms the top-up.

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Launch cost review

The Cost Summary shows the cost before launch.
  • Check Original Balance and Remaining Balance.
  • If the Cost Summary shows Select a wallet, choose a wallet first.
  • If your balance is short, the button reads Add More Credits. It opens the request form with the missing amount filled in.
  • If your balance covers the launch, the button reads Launch Study.
  • To launch, you need Full access to the study. Admins, Supervisors, and Researchers have Full access to open studies.
  • Without that access, the Cost Summary shows You don’t have permission to launch this study.
The server checks the balance again at launch. A panel launch fails with “Insufficient credits to launch recruitment. Please add credits or select another wallet.”