Plan & Billing page

Plan & Billing is the page for your account or organization’s commercial boundary, at Settings → Plan & Billing. Organization administrators can also open it directly from Organization settings → Plan & Billing. It answers, in one place: which plan and terms that boundary is on, what each action costs, what has been used, what is funded and what is owed, and which agreements are in force — plus the one concrete step, if any, needed to complete billing setup or stay in good standing. The general Settings entrance opens Overview for parent and standalone buyer or Seller Account organizations. From a child account, Billing points to the parent billing organization and opens its Overview; users without parent-admin access do not receive a billing entry point. Other commercial-boundary links for a specific task, such as reviewing invoices, open the relevant tab directly. A standalone Buyer or Seller account is its own commercial boundary until an administrator explicitly attaches it to an organization. Matching email domains or CRM classification never move billing, Terms of Service, standing, or administrators. After attachment, those responsibilities resolve to the parent organization. The page’s core commercial-boundary facts come from the Get billing account API. For an eligible commercial boundary, the Plan & pricing tab adds the one organization IU plan, complete Effective Rate Card, and renewal state from the canonical GET /api/v2/billing/iu-rate-card read. The older GET /api/v2/billing/storefront-rate-card path is a deprecated compatibility alias; it does not make the plan Seller Account-only. Every billing read uses the same organization and admin boundary.

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Who can see it

Plan & Billing describes money for the current commercial boundary, so it follows that boundary’s admin authority:

• Admins of an organization or standalone account see the full page for the boundary they administer.
• Admins of a child account who also administer its parent organization are forwarded to the parent’s page — billing, including authority over payout destinations, lives at the organization level. A child-only admin cannot open or change the parent’s billing information.
• Ordinary members don’t see the page or its Settings entry at all.

You do not need any internal or Scope3-side role to view your own effective commercial terms — admin standing on the relevant boundary is enough.

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Key figures

Available balance is the amount a credit account can spend now: its funded balance plus unused approved credit, after amounts owed. It is not an additional credit limit. When an account has not funded or spent anything yet, the full approved line can appear as headroom. Intelligence usage this period is the customer Intelligence Unit (IU) total for the current billing period. It matches the priced IU activity shown in Usage & credits and does not include internal AI-provider operating costs.

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The next-action banner

The banner at the top of the page shows the single most important thing to do next. On Overview, a four-step setup indicator puts that action in context: accept the current terms, select an IU plan when the organization is eligible, add billing details, then add a payment method. Each marker reflects the commercial boundary’s current facts, so a later step completed early stays complete if an earlier prerequisite reopens. Organizations that are not eligible for an IU plan continue directly to billing details. Established boundaries also receive funding and standing-recovery actions when needed: Only the highest-priority action is returned to the page and compact Plan & Billing app. When there’s nothing to do, the banner says so. When there is, it links to the tab or plan-review task that resolves it.

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Choose how to pay

On Payment & invoices, a business without a payment method chooses how the business will pay Scope3:

• Add a card for card-funded billing with no commitment.
• Request payment terms for invoiced credit. The request includes a credit limit and payment terms, defaults to Net 60, and can be adjusted before submission.

Scope3 may approve the request as submitted, reject it, or return a different credit limit or payment term as a counteroffer. A counteroffer does not change the commercial boundary’s standing until an administrator for that boundary explicitly accepts it. The effective terms and credit limit then appear on that boundary; child accounts inherit the parent organization’s standing. If a verified card is already on file and there is no active credit request or credit line, the page keeps the payment-terms application collapsed. Billing details, card receipts, and invoice history remain available. Choose Request payment terms from the card section to open the invoiced-billing application. Pending requests, counteroffers, and active credit lines always remain visible. For a business with one buyer account, this appears as one business billing setup; you do not need to manage an organization/account hierarchy. The business remains the owner of the card, credit decision, payment terms, and billing history. Buyer accounts separately own operator identity, advertisers, and campaigns, so adding accounts later does not move or recreate the business’s payment authority. During the staging pilot, eligible administrators at invited organizations may see an automatic login prompt with Choose an IU plan, Continue without a paid plan, and Decide later. Continuing without a plan suppresses that prompt only for the exact Rate Card revision; deciding later permits it again on the next login. The manual Choose an IU plan action on Plan & pricing remains available in both cases while the organization is eligible and has not accepted a plan.

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What each tab shows

For an organization that offers a sales agent to other sellers, a private Offer may include the paid operate-agents-for-clients feature key and its support or IU allowance. Sales agent registration, testing, and certification remain free and do not appear as purchased features. This entitlement also does not buy a buyer-visible badge, organic rank, or Murph recommendation preference; Certified Partner verification and any labeled Featured Partner placement are separate program decisions. See Partner Program and agent operations.

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Media billing responsibility

The transaction’s billing party is the authority for who invoices and settles media:

• Agent — Interchange clears the media transaction and Scope3 finance owns its invoice/collection process.
• Operator — the seller or connected platform bills the account operator directly.
• Advertiser — the seller or connected platform bills the advertiser directly.

For compatibility, agent projects to legacy Decisioned, while operator and advertiser both project to legacy Routed. That projection is lossy: Routed cannot distinguish operator from advertiser. Billing party remains the authority for who invoices; routingType does not say whether Scope3 optimized the transaction or which adapter/execution path was used. See the campaign object for the canonical field relationship.

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Organization IU plan renewal

After an IU Rate Card is published and your commercial boundary has accepted a plan, an administrator for that boundary can select Manage renewal from Plan & pricing, then choose End plan at term before the displayed change cutoff. The current plan and price stay in force through the term end; the page shows a pending non-renewal and the exact timestamp the commercial boundary will return to its no-paid-IU-plan posture. This is an organization-wide decision because buyer, Seller Account, Murph, and other IU-rated workloads use the same plan. It does not terminate the platform agreement or change an existing accepted media-pricing arrangement. Individual capabilities can be disabled separately without ending the shared plan. Before that same cutoff, Reinstate renewal restores automatic renewal. Scope3 retains every decision immutably; the renewal task shows the 500 most recent and labels each entry Renewal target or Earlier term, so an earlier decision cannot look like it controls the term being managed. It never edits the accepted term, and an earlier term cannot be changed after its successor has been created. Plan & Billing is the one human-facing home for billing: the organization settings entry redirects here, and the previous contract summary in account settings also redirects here, so one page answers every billing question. Some sections show a “coming soon” or non-billing state. Published price list contains only immutable activity terms in the commercial boundary’s accepted Rate Card. Activities under calibration shows separately labeled starting hypotheses for work whose cost and commercial terms are still being measured; those rows cannot debit the IU balance or alter an accepted contract. Deposits history lists your recent prepay deposits, straight from the platform ledger. Budgets, auto-top-up, and invoices populate as their underlying commercial capabilities launch.

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Money figures

Every money figure on the page renders from the ledger — balances, owed amounts, and payment state are never inferred or cached. The figures match what Get billing account returns, in the commercial boundary’s billing currency.

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For agents

The core account document is available to agents via GET /api/v2/billing/account — see Get billing account for its full contract, including service-token access and redaction. Organization IU plan and renewal facts come from GET /api/v2/billing/iu-rate-card. Agents should use the typed open_iu_plan_task tool to open and present the shared portable task. Showing, declining, deferring, or accepting the offer appends an idempotent response tied to the exact revision. Accepting a plan or changing renewal requires an organization administrator’s explicit confirmation; only the task may invoke those app-only commits, which are not model-visible. The storefront-named REST path and tools remain deprecated compatibility aliases.

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