Accessible via: Workspace settings (gear beside the workspace name) -> Credits

You pay for output, not seats. Credits are the work Sammy can do for you — they’re consumed when something actually runs, and nothing is charged for an idle account.

The settings surface is titled after your workspace — " settings" — and holds two money-related entries: Plan (what you’re subscribed to) and Credits (your balance and top-ups).

Your credit balance

Credits shows the balance shared across your organisation, split into two kinds:

• From your plan — refreshes at the start of each month. Unused plan credits don’t roll over.
• Topped up — credits you’ve bought on top of the plan. These never expire.
• Received — credits a parent or child account sent you. Each keeps the expiry it had on the account that sent it. Shown only when you have some.

The same page estimates what the balance buys in concrete terms — documents e-signed, automations run, notifications sent — so the number means something before you’ve spent it.

Topping up

Buy credits from the Credits page at any time. Top-ups apply immediately and sit alongside your plan credits.

Auto-reload

Auto-reload is the safety net for unattended work: set a trigger balance and a top-up amount, and the card on file is charged each time the balance falls to the trigger. It’s off until you turn it on, and can be turned off again at any time.

Monthly spend cap

Set a cap to bound auto-reload. Once the cap is reached, auto-reload pauses for the rest of the month — manual top-ups still work, so a cap slows automatic spending without blocking you.

Set both together. Auto-reload without a cap has no ceiling; a cap without auto-reload never fires.

Sending credits to a related account

An owner or admin can send credits to the account’s direct parent or child with Send credits on the Credits page. You choose the account and an amount, or send everything that can move. The earliest-expiring credits go first, and each keeps its expiry date. A transfer can’t be undone. The other account can send credits back only if it could send them to you under the rules below: its own plan allows it to send, and yours costs no more per credit than its own.

Both accounts need a live, paid plan, and the account receiving them can’t pay more per credit than yours. Both need to be paid up too: an account with a past-due invoice, or whose plan is paused or past due, can neither send nor receive credits. Pay any past-due invoice of yours from Plan first. An account on a trial can neither send nor receive credits until its plan is paid. Only credits you paid for can move: top-ups, invoiced purchases and your plan’s monthly credits. Bonus and other free credits stay on the account they were given to. Credits from an invoice that isn’t paid yet, including your plan’s monthly credits while that period’s plan invoice is unpaid, move once it’s paid. Send credits appears only when sending is switched on for your account.

Reading your usage

The Usage tab on the Credits page breaks a month down into:

• Purchases — credits added, separated into plan allocation and top-ups.
• Usage — what consumed credits.
• Transactions — the individual entries behind those totals.

Pick the month from the selector, and Export CSV to take the period away for your own reporting.

What members see

Members who aren’t owners get the same numbers under Personal settings › Usage. The figures there are organisation-wide, not per-user — everyone’s activity is covered by the organisation’s plan, and per-user attribution isn’t broken out yet. Owners see the same totals on the Credits page.

Plans

The Plan entry in workspace settings sets the monthly credit allocation and which capabilities are available. Changing plan changes the allocation from the next cycle. See Organisation for who can make that change.