Finance & Billing

PULSE uses a Hybrid Billing Model to secure revenue.

1. The Credit System (Prepaid)

This is the default and recommended mode.

• Clients purchase credits via Stripe (Top-up).
• Credits are added to their Wallet Balance.
• When a lead is distributed, the price is instantly deducted from the balance.
• Low Balance: If balance < lead price, the lead is NOT delivered (unless auto-charge is enabled).

2. Auto-Charge (Post-paid)

For trusted clients, you can enable Auto-Charge.

• If Wallet Balance is insufficient, the system attempts to charge the saved Stripe Payment Method immediately.
• If the charge succeeds, the lead is delivered.
• If the charge fails, the lead is held.

3. Invoicing & Reporting

• Transactions: All movements (Purchase, Consumption, Refund) are logged in credit_transactions.
• Stripe: Use the Stripe Dashboard for official tax invoices.
• Weekly Reports: Clients receive an automatic email every Monday with their spending summary.