--- title: "Wallet, invoices and reports" description: "Add funds to your wallet, set a low-balance warning, read the ledger and AI credits, open invoices, review sent reports, and control status-report e-mails in Backoffice." canonical_url: "https://noxtica.com/docs/billing/wallet-invoices-reports/" markdown_url: "https://noxtica.com/docs/billing/wallet-invoices-reports/index.md" last_updated: 2026-10-27 published: 2026-10-27 section: "billing" section_title: "Billing & Usage" site: "Noxtica" language: "en" source: markdown --- # Wallet, invoices and reports The wallet is your prepaid balance. Package fees and other charges draw on it. Invoices are the monthly statements. Reports are the periodic usage and status e-mails. This page covers the Backoffice pages for all three. It states no amounts. See [pricing](https://noxtica.com/pricing/) and your agreement for commercial terms. ## What it is Availability: Availability depends on your plan, role and the modules enabled for your organisation. | Page | Route | Who can open it | | --- | --- | --- | | Wallet | `/billing/wallet` | Admin role, or billing role when enabled for your organisation | | Invoices | `/billing/invoices` | Same | | Monthly Reports | `/billing/reports` | Same | | Status Reports | `/integrations/status-reports` | Admin role | All are under Backoffice → Billing & Plan, except Status Reports, which is under Integrations & API. Adding funds needs the capability to manage billing and a step-up MFA check from the last 6 hours. Reading needs only the capability to view billing. When the wallet is not enabled for your workspace, the Wallet page says **Wallet not enabled**. Your account team can turn it on. Self-serve credit packs for AI Assistant credits are available when self-serve purchase is enabled for your organisation. Otherwise your account team provisions them. ## Prerequisites - The admin role or the billing role. See [Roles and permissions](https://noxtica.com/docs/security/roles-and-permissions/). - MFA enrolled on your account. - The wallet enabled for your workspace, and a payment set up for it. If it is not, Backoffice says **This workspace isn't set up for payments yet. Contact your administrator to enable billing.** - For the low-balance warning e-mail: the warning sweep enabled for your organisation. The preference is saved either way. ## Steps ### 1. Read your balances Go to Backoffice → Billing & Plan → **Wallet**. Each currency has a card with: | Field | Meaning | | --- | --- | | Balance | What the wallet holds. | | Available | The balance minus holds. It turns red when negative. | | Negative-balance allowance | How far below zero charges may go. A platform administrator sets it. | | Platform floor | The lowest balance the platform allows for that currency. | A **Low balance** badge shows when the balance is under your warning threshold. A new wallet shows **No balances yet** until a credit lands. ### 2. Add funds In the **Add funds** card: 1. Choose a **Currency**. The rail follows the currency. A card currency opens a secure checkout page. A crypto currency gives you a deposit address. The baseline set is USD, USDT and USDC. EUR, GBP, TRY and EUROC appear when multi-currency is enabled for your organisation. 2. For crypto, choose a **Network**: default, TRC20 or ERC20. 3. Enter the **Amount**. 4. Click **Add funds** and complete the step-up prompt. For a card, Backoffice redirects you to the hosted checkout. For crypto, the address, the amount and an expiry countdown appear inline. Send the deposit before it expires. If it expires, start a new top-up. Funds are credited after the payment is confirmed. They are not credited when you return from checkout, and a crypto deposit is credited after on-chain confirmation. A top-up still waiting to settle shows under **Pending top-ups** as Card or Crypto, with its start date. Your balance updates after confirmation. ### 3. Set a low-balance warning In the **Low-balance warning** card, enter an **Amount** and click **Save**. Leave it blank to use the default, which is a percentage of your last invoice with a minimum. The card shows **Currently warns below **. The card applies to the USD wallet. It is shown only to roles that manage billing. Saving needs no step-up check. You get one e-mail when the balance crosses below the threshold. You do not get another while it stays below. Recovery sends no e-mail. See [Billing status, grace period and reminders](https://noxtica.com/docs/billing/status-grace-reminders/). ### 4. Check AI credits The **AI credits** card shows **Monthly allotment**, **Used this period**, **Extra credits** and **Remaining**. A custom plan can read **Unlimited (custom plan)**. The monthly allotment resets each month in UTC. Purchased extra credits stay until used and are consumed after the monthly allotment. When self-serve purchase is enabled for your organisation, **Buy AI credits** lists the available packs. One credit is 1,000 assistant tokens. 1. Click **Buy credit pack** on a pack and complete the step-up prompt. 2. Pay on the hosted checkout page. 3. Credits appear after payment is confirmed, on your next visit. The buy button needs the admin role. If purchase is not enabled you see **Buying AI credits isn't available yet for this environment.** Ask your account team. ### 5. Read and export the ledger **Recent activity** lists every wallet entry. Filter by currency, entry type (Top-up, Charge, Refund, Conversion, Adjustment), direction (Credit, Debit) and a From and To date. Choose 25, 50 or 100 rows to a page. The default is 50. Columns include date, type, direction, amount, currency, provider, payment reference and memo. Click **Download CSV** to export the filtered view. ### 6. Open an invoice Go to Backoffice → Billing & Plan → **Invoices**. The list shows Period, Status, Total, Issued and Due. Click **Open**. | Status | Meaning | | --- | --- | | Draft | Not yet issued. | | Issued | Issued and open. | | Paid | Settled. | | Unpaid | Not settled. It counts toward the **Unpaid invoices** banner and reminder e-mails. | | Void | Cancelled. | An invoice for a month is created after the month ends. It combines plan, package, module, pay-as-you-go, AI-credit and speech lines in one statement. AI-credit and speech lines show consumption and carry no amount. Click **Download** on the detail page. It opens a print-ready page in a new tab. Use your browser's print function to save a PDF. Only a platform administrator, with a second administrator approving, can void or reissue an invoice. Wallet settlement of an invoice depends on your organisation. When it is enabled, a successful debit marks the invoice **Paid** and a failure for insufficient funds marks it **Unpaid**. ### 7. Review reports Go to Backoffice → Billing & Plan → **Monthly Reports**. The page lists past reports, up to the 50 most recent. Each row shows Period, Cadence (Monthly, Weekly or Daily), Sent, and Status: | Status | Meaning | | --- | --- | | Sent | At least one recipient was sent the report. | | Suppressed | No recipient was sent it and at least one was suppressed. | | Failed | No recipient was sent it. | Click **Open** to see the exact report that was sent. It is a stored copy, not a new calculation. **Snapshot unavailable** means no copy was stored for that send. A Daily Report panel lets a workspace admin opt in to a short AI-written summary that uses AI credits. It does not turn on e-mail delivery. ### 8. Choose who gets status reports Go to Backoffice → Integrations & API → **Status Reports**. 1. Leave **Send periodic status reports to workspace admins** on, or switch it off. It is on by default. An opt-out always wins. 2. Optionally enter a **Nominated external contact**. It is an extra recipient outside your admin list. 3. Optionally enter a **Display timezone**, an IANA name such as `Europe/Paris`. It changes only how dates are shown. Blank means UTC. 4. Save and complete the step-up prompt. 5. Click **Preview** to render your next report with live data. Nothing is sent. Recipients of reports and billing notices are every active workspace admin plus the nominated contact. The billing role is not a recipient by role. Nominate a finance address as the contact if finance staff need the e-mails. A note reads **Report delivery is not active yet** while delivery is not enabled for your organisation. Your choice is recorded now. ## Verify it works - After a card top-up is confirmed, the wallet **Balance** rises and the ledger shows a **Top-up** credit. The pending top-up leaves the **Pending top-ups** card. - A saved threshold shows **Currently warns below **. - Invoices lists a row for each closed month with a status. - **Open** on a report row shows the stored report. - Status Reports shows **Enabled (default)** or **Turned off for this workspace**. ## Troubleshooting | Symptom | Cause | Fix | | --- | --- | --- | | **Wallet not enabled** | The wallet is not enabled for the workspace. | Ask your account team. | | **The wallet isn't available yet for this workspace.** | The wallet or payment rail is not enabled. | Ask your account team. | | **Top-up is temporarily unavailable. Please try again later.** | The checkout service is not available. | Retry later. | | **This workspace isn't set up for payments yet.** | No payment account is linked to the workspace. | Contact your account team. | | **You're starting top-ups too frequently.** | Rate limit. | Wait a moment and retry. | | **That currency isn't available on this workspace yet.** | A multi-currency option is not enabled. | Choose a baseline currency. | | A top-up is not credited | Payment is not confirmed yet. | Check **Pending top-ups**. For crypto, wait for on-chain confirmation. | | This deposit address has expired | A crypto address has a time limit. | Start a new top-up. | | The Low-balance warning card is missing | Your role does not manage billing. | Use an admin account. | | **No invoices yet** | No month has been closed for the workspace. | Check after the initial month ends. | | **No reports yet** or **Reports have not run yet** | No periodic report was composed yet. | Check after the next scheduled send. | | **Snapshot unavailable** | No copy was stored for that send. | None. Older sends can lack a copy. | | Nobody receives reports | Status reports are switched off, or delivery is not enabled. | Check the Status Reports page and ask your account team. | ## Related - [Billing status, grace period and reminders](https://noxtica.com/docs/billing/status-grace-reminders/): banners, grace window and reminder schedule. - [Plans, packages and add-ons](https://noxtica.com/docs/billing/plans-and-packages/): what charges your wallet. - [Usage, quotas and metering](https://noxtica.com/docs/billing/usage-and-quotas/): usage against quota. - [Roles and permissions](https://noxtica.com/docs/security/roles-and-permissions/): the billing role. - [Terms of Service](https://noxtica.com/terms/): fees, billing and payment.