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To access billing, open Settings from the main navigation, select Organization, then Billing. Here you can view your balance, top up credits, manage billing accounts, and review transactions.

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Billing Accounts

Billing accounts are currently in private beta. To access this feature, please reach out to the Conveo team.
Billing accounts let you map Conveo spending to your organization’s budget structure. Each study is billed to a specific billing account, with a corresponding approval flow — before a study is launched, someone with approve permissions on the relevant billing account needs to sign off on the spend.

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Access Levels

Each member or team added to a billing account is assigned one of three access levels:
Access LevelView TransactionsRequest SpendApprove SpendManage SubscriptionManage Access
Manager✓✓✓✓✓
Approver✓✓✓✗✗
Requester✓✓✗✗✗
These access levels are specific to each billing account and are separate from the organization-wide roles (Admin, Member, Viewer). Organization admins automatically have Manager access on all billing accounts.
  • [Optional] Enable PO number requirement for each panel launch or analysis in the Billing settings menu
For step-by-step setup instructions, see Set-up Your Organization.

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Credits

Credits are used for analysis and recruitment. Credits are purchased in USD at the following rate:
  • 1 USD = 50 Credits
For example:
  • $1,000 = 50,000 credits
  • $5,000 = 250,000 credits
Your current credit balance is visible in your organization’s billing settings.

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How to Top Up Credits

The available top-up method depends on your organization’s billing configuration. Stripe (Online Payment) If your organization is configured for self-serve billing:
  1. Navigate to Billing in your organization settings
  2. Select Top Up Credits
  3. Enter or select the desired amount
  4. Complete the payment via Stripe
Credits are added automatically once the payment is successfully processed. Invoice If your organization operates on invoice-based billing:
  1. Contact the Conveo team to request a credit top-up. This is possible through the ‘Chat with us’ functionality
  2. Specify the USD amount or number of credits you wish to purchase
  3. An invoice will be issued
  4. Credits will be added after the invoice is processed
If you are unsure which billing method applies to your organization, please contact the Conveo team for clarification.

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Allocations

When you launch a paid panel (e.g. via Respondent or User Interviews), the billing account statement will show an Allocation for that panel. An allocation represents the estimated cost of participants who have been recruited but have not yet been invoiced. How it works:
  • For active panels, the allocation covers the full original participant quota (or the actual number of completed interviews, whichever is higher) minus any participants that have already been invoiced
  • For paused or completed panels, the allocation only covers the actual completed interviews that have not yet been invoiced
  • Once all participants have been invoiced, the allocation disappears from the statement
Allocations are calculated dynamically each time you view the statement — they are not separate charges. As participants complete their interviews and are invoiced, the allocation decreases and corresponding transactions appear in its place.
Think of allocations as reserved amounts: they give you visibility into upcoming costs so there are no surprises when the final invoice is processed.

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Transaction History

The Transactions section provides a complete overview of all credit-related activity within your billing account. Each entry includes the date, description (such as a top-up or panel usage), the number of credits added or deducted, the corresponding USD amount, and the resulting balance. This allows you to track credit purchases, monitor usage, and reconcile billing activity. Every successful top-up is recorded automatically and reflected immediately in your account balance.

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Quick References

  • Credits are deducted automatically, and are based on study size and length
  • A positive credit balance is required to continue using analysis
  • For custom billing arrangements or large purchases, contact the Conveo team
Need help? Contact us at support@conveo.ai