Billing & Credits

Building a report spends credits. This page covers where credits come from and how to get more. If your organization has not purchased an Enterprise license, members can open Billing & Credits to view balances and contact sales. Owners and admins also see payment history. Organizations with an Enterprise license show Credits instead. In the Organizations workspace, the panel applies to the selected organization.

What a credit is

A credit is the unit you spend to build a report. The selected report type determines the cost, which the builder shows before submission. Rerunning an audit spends credits again, the same as building it the first time; loading a previous plan doesn’t change the cost.

Your balance comes in two parts, shown separately in the credits panel:

• Plan credits — a monthly allotment that comes with a paid plan and refreshes each billing period. Unused plan credits don’t roll over.
• Purchased credits — a top-up balance you buy outright. These don’t expire with the billing period.

Reports draw from your plan allotment first.

Owners and admins manage creator spending limits in Members → People, under Credits, for the selected organization.

Included generation and usage limits

Planning reports does not spend credits. Strategies and prompt previews use the credit price shown in the builder. Generating them has hourly limits to keep them available for normal use. If you see You’re doing that too much, wait before trying again. Your inputs stay in place, and you can still open saved strategies and previews. Buying credits does not remove these limits.

Enterprise licensing

If your organization has not subscribed or purchased an Enterprise license, you can use its available starting credits to run reports. Contact sales to discuss an Enterprise license with credit allotments suited to your organization.

The panel shows your remaining plan credits and purchased balance. Owners and admins of organizations without an Enterprise license also see Transaction History. Enterprise and Internal organizations use the Credits label and omit transaction history. Internal organizations use an internally managed allotment.

Upgrading and changing plans

If your organization has not purchased an Enterprise license, choose Contact Sales in Billing & Credits to discuss one. Enterprise credit allotments and additional credits are arranged through your agreement.

Existing subscriptions

If your organization already has a paid subscription, owners and admins can manage it from Billing & Credits. Cancel Plan schedules cancellation at the end of the paid period. Your subscription remains active until that date, then ends. You can resume billing before a scheduled cancellation takes effect.

Buying more credits

Buy Credits is available for existing subscriptions that are active or still paid through their scheduled cancellation date. Choose an amount and check out through Stripe. Purchased credits do not reset at the end of the billing period.

When you run out

If you try to build a report without enough credits, Palmata stops you with an out of credits prompt instead of failing the run.

• If your organization has not subscribed or purchased an Enterprise license, open Billing & Credits and choose Contact Sales.
• For an existing paid subscription, use Buy Credits when purchasing is available.
• For Enterprise, ask your organization admin to arrange additional credits.

No partial reports are built and no credits are spent when you’re blocked this way.