Plan & Billing page

Plan & Billing is your organization’s commercial-account page, at Settings → Plan & Billing. It answers, in one place: which plan and terms your organization 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 page’s core commercial-account facts come from the Get billing account API. For an organization eligible for IU-priced capabilities, 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 storefront-only. Every billing read uses the same organization and admin boundary.

​

Who can see it

Plan & Billing describes the organization’s money, so it follows the organization’s admin boundary:

• Org admins (of a parent or standalone organization) see the full page.
• Admins of a child account are forwarded to the parent organization’s page — billing lives at the org level, and a child account has no separate billing of its own.
• 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 — org admin standing on your own organization is enough.

​

The next-action banner

The banner at the top of the page shows the single most important thing to do next — not a checklist. It takes a new organization from no-cost setup to the commercial step its selected capabilities require, and helps an established organization stay in good standing: When there’s nothing to do, the banner says so. When there is, it links to the tab that resolves it. 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.

​

What each tab shows

​

Billing types

Rates on the Plan & pricing tab are stated per billing type — how a transaction moves through Scope3: Decisioned — Scope3 acts on the transaction itself. Beyond connecting the buyer and seller, Scope3 applies real-time decisioning and optimization and clears the payment, handling consolidated invoicing and payment processing on your behalf. Routed — Scope3 connects the buyer and seller and routes the transaction, but the parties transact and settle directly with each other. Scope3 does not run decisioning or optimization on the transaction and does not process the payment.

​

Organization IU plan renewal

After an IU Rate Card is published and your organization has accepted a plan, an organization administrator 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 organization will return to its no-paid-IU-plan posture. This is an organization-wide decision because buyer, storefront, 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 previous locations (organization settings → Billing, and the contract summary in account settings) now redirect 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 organization’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.

​

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 organization’s billing currency.

​

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 get_iu_rate_card_offer 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.

​

Related