Understanding credits
What a credit is, what uses credits, how many you need and what happens when you run out
Every Order Invoicer plan includes a number of credits per billing period. A credit measures one action we carry out for you in your tool: creating an invoice, recording a payment, adding a customer…
The rule: 1 item created = 1 credit
Every item we create — or update — in your target tool (invoicing software, ERP, store) uses 1 credit.
So an order does not always equal one credit. It uses one for each item it creates in your tool: its invoice, its payment and, where relevant, a new customer or new products.
What uses credits
| Item created in your tool | Credits |
|---|---|
| Invoice created from an order | 1 |
| Payment(s) for that invoice | 1 per invoice, however many payments there are |
| Credit note created from a refund | 1 |
| Estimate, purchase order, delivery note, proforma | 1 each |
| Accounting entry | 1 |
| Invoice PDF | 1 |
| Customer (and, depending on the tool, its contact) | 1 each, only the first time it is created |
| Product | 1 when created |
| Product update actually sent | 1 |
| Stock update | 1, only if the quantity changed |
| Invoice sent by email | 1 per send |
| Invoice sent to the PA (e-invoicing) | 1 per send |
Invoices issued to individuals (B2C) are never sent to the PA, so they never use a credit for that. See sending invoices to the PA with Pennylane.
What does not use credits
- Reading your store: fetching your orders, customers and products is free.
- Updates to an order already converted: editing or re-syncing an order that already has its invoice uses no new credit.
- Items already there: a customer already created in your tool is not counted again on their next order.
- Failures: only successful creations and sends are counted. An attempt that fails and then succeeds on retry is counted once.
- Stock updates with no effect: if the quantity does not change, nothing is counted.
Examples
| Situation | Breakdown | Credits |
|---|---|---|
| Paid order, known customer, products already in your tool | invoice + payment | 2 |
| New customer buying 2 products never synced before | invoice + payment + customer + 2 products | 5 |
| The same order, with the invoice emailed to the customer | + 1 send | 3 or 6 |
To estimate your needs, start from your orders: 200 paid orders a month from known customers come to about 400 credits. Add your new customers and new products on top.
Credits included in each plan
| Plan | Credits per month |
|---|---|
| Included (free) | 100 (25 for some software combinations) |
| Starter | 150 (offered for some combinations) |
| Launch | 500 |
| Growth | 3,000 |
| Pro | 10,000 |
The plans offered and their prices depend on your store and your invoicing software: pick yours on the pricing page.
Per connector, renewed every period
- Per connector: each connector has its own plan and its own quota. One connector's credits are not shared with another.
- Renewed every period: your quota resets at the start of each billing period. Unused credits do not roll over.
- Yearly subscription: you get 12 times the monthly quota as a single pool for the year. With Launch, that is 6,000 credits to use over 12 months, even if a busy month goes over 500.
When you run out of credits
- Before you get there, the app warns you: "Running low on credits. You have … credits left before automatic order transfers are paused for this billing period."
- Once the quota is reached, automatic transfer is paused until the end of the period ("Order transfers paused"). Your new orders are still fetched: nothing is lost, they simply wait.
- As soon as your credits go up (period renewal, credit purchase or plan change), waiting orders are replayed automatically on paid plans. They go out oldest first, within your available credits and up to 2,000 orders per catch-up.
Getting more credits
Buy extra credits
In your connector, open Overview › Usage tab › Extra credits, then click Buy credits.
Credits are sold in packs of 100 credits. They are added to the connector's quota every period and billed with your subscription until you remove them. Pricing is graduated by tier:
| Packs | Monthly subscription (per pack, per month) | Yearly subscription (per pack, per year) |
|---|---|---|
| 1 to 9 | €10 | €100 |
| 10 to 49 | €7 | €70 |
| 50 and more | €5 | €50 |
Each tier is billed at its own price: 12 packs on a monthly subscription cost 9 × €10 + 3 × €7 = €111 a month, for 1,200 extra credits.
Shopify and Wix connectors are billed through their marketplace, so extra credits cannot be bought there. Upgrade your plan instead.
Upgrade your plan
From Overview › Subscription & usage, click Change subscription. The new quota applies immediately and waiting orders are replayed.
Tracking your usage
- For a connector: open Overview › View usage (Usage tab). You will find the Usage summary (credits used and remaining), Usage by category and the Usage history of past periods. The Period selector lets you compare with the previous cycle.
- For an order: on the order page, Quota consumed shows how many credits it used. Hover over it for the breakdown (invoice, payment, customer, products…).
- Before a manual sync of your customers or products, the app shows an estimate of the credits it will use.