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The ledger

Every charge and every payment of your workspace, a line each, and how to read the screen.

Version 1.2 · Last updated ·

What the ledger is

The Ledger lists everything your workspace was charged and everything it paid, a line each, the newest first: what your AI agent used, each top-up of the AI wallet, each payment for your plan, and any credit, refund or correction. Every line opens what is behind it.

Open it from Ledger in the menu, under AI usage, or go straight to it. The dashboard’s card Open the ledger leads there too, and so does the same link under AI wallet on Plan & billing.

The Ledger screen: what was charged in these days at the top, then the period with three figures, each type added up, and the lines.

What was charged

The first card, Charged in these days, is one figure: what your AI agent used in the days shown, plus any correction that took money from the AI wallet.

The first card: Charged in these days, the badge One charge in dispute, the amount, and a line saying how much is in dispute and not counted.
  • Payments and credits are not part of it. They are in the figures and the lines below.
  • A charge you disputed is left out until we answer. The badge beside the title says how many are waiting, and a line under the figure gives their amount. See Dispute a charge.

Choose the days

Everything on the screen is for one stretch of days: this month so far, until you choose another.

  1. Press This month, 30 days or 7 days.

    The figures and the lines change at once. The first and last day are written under This period.

    The period card with its buttons ringed: This month, 30 days, 7 days, two date boxes and Show these dates. Under them, three figures: You paid, Refunded and AI wallet balance.
  2. For other dates, fill the two date boxes and press Show these dates.

    The first box is the first day, the second is the last. A range ends today at the latest and covers a year at most. If the dates cannot be used, for example the first is after the last, the screen shows the last 30 days.

Under the buttons are three figures:

On the screenWhat it does
You paidThe top-ups and the plan payments we received in the days shown.
RefundedWhat we gave back to the AI wallet in the days shown.
AI wallet balanceWhat the wallet holds now, rounded down to the cent. This figure does not change with the days. Before the wallet opens it says No data.

Days are counted on your workspace’s time zone, set in Workspace settings. The days are part of the page’s address, so a view can be bookmarked or sent to a colleague.

Each type, added up

By type adds up the lines of the days shown, one card for each type that has any: how many lines, and what they come to. Press a card to see only its lines.

The By type card: AI usage with its number of lines and a minus amount, then Top-ups, Plan payments, Credits and Refunds, each with its amount.
On the screenWhat it does
AI usageWhat your AI agent was charged, a line for each day.
Top-upsBank transfers into the AI wallet.
Plan paymentsWhat we received for your plan.
CreditsMoney put into the wallet without a payment: the free credit, the AI usage your plan includes each month, and what is left of it when the month ends, taken back.
RefundsMoney we gave back to the wallet.
CorrectionsCorrections made by our team, either way.

A charge in dispute is left out of these sums as well.

The lines

Every line lists the lines of the days shown, the newest first, fifty to a page.

The Every line card for seven days: a line for each day of AI usage with a minus amount and the status Charged, one of them in dispute with its amount struck through, and above them the two menus, Show and Download CSV.
On the screenWhat it does
DateThe day of the line, on your workspace’s time zone.
TypeWhat kind of line it is: see the list below.
DescriptionWhat it was for: how many charges that day, a transfer’s reference, the plan and the days a payment covers, or the note our team wrote.
AmountA minus sign is money out of the AI wallet, a plus sign is money into it. A plan payment has no sign: it is paid to us and never passes through the wallet.
StatusWhere the line stands: see the second list below.

The types of line:

On the screenWhat it does
AI usageOne line a day: everything your AI agent was charged that day, added up.
Top-upA bank transfer that arrived and was added to the AI wallet, with its reference.
Plan paymentA payment we received for your plan: the plan, whether it is paid by the month or for the year, and the days it covers.
Plan payment undoneA plan payment that was written down by mistake, taken back by a line of its own. Both lines stay on the ledger.
Free creditThe credit a wallet opens with, once.
Included AI usageThe AI usage your plan includes for the month, added as the month begins.
Included AI usage, unusedWhat was left of it when the month ended, taken back.
RefundMoney we gave back for a charge.
CorrectionA correction made by our team, with the note they wrote for you.

Where a line stands:

On the screenWhat it does
ChargedTaken from the AI wallet.
PaidA payment we received.
CreditedPut into the AI wallet without a payment.
ExpiredIncluded AI usage that was not used, taken back as its month ended.
In disputeA charge you disputed that we have not answered yet. Its amount is struck through and it is in none of the figures.
RefundedA charge we gave money back for. The money is a line of its own, Refund.
UndoneA plan payment written down by mistake, and the line that takes it back.

An amount is written to the cent. An amount under one cent keeps its decimals, so that it does not read as nothing. Point at any amount to see it to a fraction of a cent.

Press a line to see what is behind it: See what is behind a line.

Narrow the list

  1. Choose a type in the first menu, a status in the second, or both.

    The first menu says Every type and the second Any status until you choose.

    The Every line card showing only top-ups. The two menus, the Show button and Download CSV are ringed.
  2. Press Show.

    The list keeps only the lines that match. The figures above it do not change: they are always those of the days shown.

  3. Press Clear filters to see every line again.

When no line matches, the card says so. Clear the filters, or choose other days.

Download the lines as a CSV file

  1. Choose the days, and narrow the list if you want only part of it.

  2. Press Download CSV.

    The file’s name is ledger- followed by the first and the last day. It opens in any spreadsheet.

The file holds the same lines as the screen, narrowed the same way, the newest first.

On the screenWhat it does
DateThe day for a day’s AI usage, the date and time for any other line.
TypeThe type of the line.
DescriptionWhat it was for.
AmountThe amount as a plain number with every decimal: negative when money left the wallet.
CurrencyThe currency of the line.
StatusWhere the line stands.

When there is nothing yet

In a new workspace, or for days in which nothing moved, the card says Nothing in these days yet and lists what will appear. Show the last 30 days looks further back.

The Ledger of a new workspace: every figure at zero, and the Every line card saying Nothing in these days yet with the four kinds of line that will appear.

What is not on the ledger

  • What WhatsApp charges for your messages. Meta bills you directly for those, on the payment method of your WhatsApp Business account: see What WhatsApp charges.
  • A top-up you asked for that has not arrived yet. It is in Top-ups on the AI usage screen, marked Waiting for payment, and becomes a line here when we receive it.
  • A plan you asked for and have not paid yet. It is on Plan & billing: see Choose or change a plan.

Good to know

  • Who can open it: people whose access includes The workspace and billing, which an org admin has.
  • A line is never changed or removed. A mistake is put right by another line, and both stay.
  • The wallet’s lines are in the wallet’s currency, and a plan payment is in the currency your plan is priced in. When the two differ, a figure that adds both shows the two amounts side by side.
  • The same wallet lines, with the balance after each one, are in Wallet history on the AI usage screen: see Receipts and wallet history.

Questions

Why is a day of AI usage one line?

Your agent is charged for each piece of work, which can be hundreds a day. The ledger adds a day of them into one line. Open the line to see the conversations it was charged for.

Why does the figure at the top not change when I narrow the list?

Narrowing is a way to find a line. The figures are always those of the days shown.

I paid for my plan and I do not see the payment.

A plan payment appears when our team has received the transfer and written it down. If your bank shows the transfer as sent and the line is still missing, write to support with your bank’s confirmation.

Is what Meta charges for WhatsApp messages on the ledger?

No. The ledger is what you are charged by us and what you paid us. Meta bills its own charges to you directly: see What WhatsApp charges.

Still stuck?

A person on our team answers. In the app, open the help button in the corner of any screen. From here, write to us.