How to View My Usage Records and Billing?

Question Type

User Manual Question

Quick Answer

View usage records and billing in account settings.

Quick Operations:

Step 1: Click avatar in top rightStep 2: Select "Account Settings"Step 3: Click "Usage Statistics" or "Billing Management"Can view:✅ Usage statistics: Interview, Scout, report, podcast counts✅ Quota balance: Remaining quota for current period✅ Billing history: All payment records✅ Invoice management: Download and issue invoices

Detailed Explanation

Usage Statistics

View Usage Records

Entry:

Path 1: Account Settings → Usage StatisticsPath 2: Sidebar "Usage Statistics"

Display Content:

1. Current Period Usage

Free Version Example:┌─────────────────────────────┐│ Monthly Usage (2026-01)     │├─────────────────────────────┤│ Interview Sessions   3/5    ││ Social Media Scans   1/2    ││ Research Reports     2/3    ││ Podcast Generation   0/1    │└─────────────────────────────┘Cycle Reset Time: 2026-02-01 00:00

Professional Version Example:┌─────────────────────────────┐│ Monthly Usage (2026-01)     │├─────────────────────────────┤│ Interview Sessions   32     ││ Social Media Scans   8      ││ Research Reports     15     ││ Podcast Generation   5/10   │└─────────────────────────────┘Subscription Status: Professional (¥499/month)Next Billing Date: 2026-02-15

2. Detailed Usage Records

Can view:✅ Each Interview time and personas✅ Each Scout scan target and platform✅ Each report generation time and research project✅ Each podcast duration and styleExample:Interview Records:2026-01-30 14:30  Healthy Snack User Needs  5 personas  15 min2026-01-28 10:00  Package Design Testing     3 personas  10 min2026-01-25 16:45  Pricing Strategy Validation 8 personas 20 minScout Records:2026-01-29 09:00  Scan Xiaohongshu healthy snack discussions  10 min2026-01-22 11:30  Scan Weibo coffee consumption trends        8 min

3. Usage Trend Charts

Features:✅ View usage trends by month✅ Compare different feature usage (Interview vs Scout)✅ Export usage reports (CSV format)Chart Types:- Line chart: Shows monthly usage changes- Bar chart: Compares different feature usage- Pie chart: Feature usage percentageValue:- Understand your usage patterns- Determine if plan is suitable- Optimize usage strategy

Quota Management

View Remaining Quota:

Free Version:┌─────────────────────────────┐│ Remaining Quota              │├─────────────────────────────┤│ Interview: 2/5 remaining     ││ Scout: 1/2 remaining         ││ Reports: 1/3 remaining       ││ Podcasts: 1/1 remaining      │└─────────────────────────────┘⚠️ Quota insufficient? Upgrade to Professional for unlimited usage

Professional Version:┌─────────────────────────────┐│ Remaining Quota              │├─────────────────────────────┤│ Interview: Unlimited         ││ Scout: Unlimited             ││ Reports: Unlimited           ││ Podcasts: 5/10 remaining     │└─────────────────────────────┘

What to Do When Quota Exhausted:

Free Version:

After quota exhausted:❌ Cannot create new Interview/Scout/Reports✅ Can view historical records✅ Can export existing reportsSolutions:1. Wait for quota reset on 1st of next month2. Upgrade to Professional (¥499/month, unlimited)

Professional Version Podcast Quota Exhausted:

After podcast quota exhausted (10/month):❌ Cannot generate new podcasts✅ Other features unaffectedSolutions:1. Wait for quota reset next month2. Upgrade to Team version (unlimited podcasts)3. Contact customer service to purchase additional quota

Billing Management

View Billing History

Entry:

Account Settings → Billing Management → Billing History

Display Content:

Billing List:┌───────────────────────────────────────────────┐│ Date       │ Plan   │ Amount  │ Status │ Action│├───────────────────────────────────────────────┤│ 2026-01-15 │ Pro    │ ¥499   │ Paid   │ Download││ 2025-12-15 │ Pro    │ ¥499   │ Paid   │ Download││ 2025-11-15 │ Pro    │ ¥499   │ Paid   │ Download││ 2025-10-15 │ Free   │ ¥0     │ -      │ -      │└───────────────────────────────────────────────┘Total: ¥1,497 (Last 3 months)

Billing Details:

Click any bill to view details:Billing Details - 2026-01-15┌─────────────────────────────┐│ Order Number: 202601150001   ││ Plan: Professional           ││ Cycle: Monthly               ││ Amount: ¥499                 ││ Payment Method: Alipay       ││ Payment Time: 2026-01-15 10:30││ Status: Paid                 ││                              ││ Usage Period: 2026-01-15 ~ 02-14││                              ││ [Download PDF Bill] [Apply Invoice]│└─────────────────────────────┘

Subscription Management

View Current Subscription:

Subscription Information:┌─────────────────────────────┐│ Current Plan: Professional   ││ Price: ¥499/month            ││ Subscription Date: 2025-10-15││ Next Billing: 2026-02-15     ││ Auto-Renewal: Enabled        ││                              ││ [Upgrade to Team]            ││ [Switch to Annual (20% off)]││ [Cancel Auto-Renewal]        │└─────────────────────────────┘

Modify Subscription:

Upgrade Plan:

Upgrade from Professional to Team:Step 1: Click "Upgrade to Team"Step 2: View price difference:- Current: ¥499/month- Upgrade: ¥1,999/month- Difference: ¥1,500/monthStep 3: Confirm upgrade- Takes effect immediately- Immediate billing for difference (prorated by remaining days)Step 4: Start using team features- Invite members- Share persona library and research

Switch Payment Cycle:

Switch from monthly to annual (enjoy 20% off):Step 1: Click "Switch to Annual"Step 2: View price comparison:- Monthly: ¥499/month × 12 = ¥5,988/year- Annual: ¥4,788/year (save ¥1,200, 20% off)Step 3: Select payment methodStep 4: Confirm payment- Takes effect after current cycle ends- One-time billing of ¥4,788

Cancel Auto-Renewal:

Step 1: Click "Cancel Auto-Renewal"Step 2: Confirm cancellationConfirmation Dialog:"Are you sure you want to cancel auto-renewal? - Current subscription valid until: 2026-02-14 - Will downgrade to Free version after expiration - Data will not be lost, but features limited"Step 3: Confirm cancellationResult:✅ Current cycle still valid✅ No automatic billing next time✅ Downgrade to Free version after expiration

Payment Method Management

View Payment Methods:

Bound Payment Methods:┌─────────────────────────────┐│ Alipay                       ││ Account: 138****5678         ││ Binding Time: 2025-10-15     ││ [Set Default] [Delete]       │├─────────────────────────────┤│ WeChat Pay                   ││ Account: WeChat User         ││ Binding Time: 2025-11-20     ││ [Set Default] [Delete]       │└─────────────────────────────┘[+ Add New Payment Method]

Add Payment Method:

Supported Payment Methods:✅ Alipay✅ WeChat Pay✅ Bank Card (Debit/Credit)✅ Corporate Transfer (Team version)Adding Process:Step 1: Click "Add New Payment Method"Step 2: Select payment methodStep 3: Bind accountStep 4: Verify (SMS/Password)Step 5: Binding successful

Invoice Management

Apply for Invoice

Supported Invoice Types:

Personal Invoice:

Type: VAT ordinary invoice (electronic)Header: IndividualContent: Information technology service feePurpose: Personal reimbursementApplication Process:Step 1: Billing Management → Invoice ManagementStep 2: Select bills to invoiceStep 3: Fill invoice information:- Header: Individual- Email: Receive electronic invoiceStep 4: Submit applicationStep 5: Receive electronic invoice in 1-3 business days

Corporate Invoice:

Type: VAT special invoice (deductible)Header: Company nameContent: Information technology service feePurpose: Corporate reimbursement, tax deductionApplication Process:Step 1: Billing Management → Invoice ManagementStep 2: Select bills to invoiceStep 3: Fill company information:- Company name- Tax ID- Bank and account number- Company address and phone- Mailing address (paper invoice)Step 4: Upload business license (first time)Step 5: Submit applicationStep 6: Paper invoice mailed in 5-7 business days

View Invoice Records

Invoice List:

Invoice Records:┌───────────────────────────────────────────────┐│ Date       │ Type   │ Amount  │ Status │ Action│├───────────────────────────────────────────────┤│ 2026-01-20 │ Personal│ ¥499   │ Issued │ Download││ 2025-12-22 │ Personal│ ¥499   │ Issued │ Download││ 2025-11-18 │ Corporate│¥1,497 │ Mailed │ Track │└───────────────────────────────────────────────┘

Download Electronic Invoice:

Step 1: Click "Download" buttonStep 2: Download PDF invoiceStep 3: Can print or forward to financeElectronic Invoice Content:- Invoice number and code- Issue date- Buyer information- Seller information (atypica company)- Item: Information technology service fee- Amount: ¥499- Tax: ¥29.94- Total: ¥528.94

Team Billing (Team Version)

Team Usage Statistics

Administrator View:

Team Usage Statistics (2026-01):┌─────────────────────────────┐│ Total Usage                  │├─────────────────────────────┤│ Interview: 156 times         ││ Scout: 32 times              ││ Reports: 48 pieces           ││ Podcasts: 15 pieces          │└─────────────────────────────┘Member Usage Ranking:1. Zhang Wei: 42 Interviews2. Li Na: 35 Interviews3. Wang Fang: 28 Interviews4. Liu Yang: 25 Interviews5. Chen Jing: 26 InterviewsFeature Usage Distribution:Interview: 60%Scout: 20%Report Generation: 15%Podcast Generation: 5%Export Options:[Export CSV] [Export PDF Report]

Member View:

Regular members can only see their own usage records:My Usage Statistics (2026-01):┌─────────────────────────────┐│ Interview: 35 times          ││ Scout: 8 times               ││ Reports: 12 pieces           ││ Podcasts: 3 pieces           │└─────────────────────────────┘Team Ranking: 2nd place (out of 5)Note:✅ Team usage unlimited quota✅ All members share quota pool

Team Billing

Billing Management:

Team Billing (Administrator Only):Current Subscription:┌─────────────────────────────┐│ Plan: Team                   ││ Price: ¥1,999/month          ││ Member Count: 5/20           ││ Subscription Date: 2025-10-01││ Next Billing: 2026-02-01     ││ Payment Method: Corporate Transfer│└─────────────────────────────┘Billing History:2026-01-01  Team  ¥1,999  Paid2025-12-01  Team  ¥1,999  Paid2025-11-01  Team  ¥1,999  PaidTotal: ¥5,997 (Last 3 months)

Team Invoice:

Team Invoice Management:Invoice Information (Saved):- Company Name: XX Technology Co., Ltd.- Tax ID: 91110000XXXXXXXXXX- Bank: ICBC XX Branch- Account: 6222XXXXXXXXXXXX- Address: XX Street XX, XX District, Beijing- Phone: 010-XXXXXXXXAutomatically Issue Invoice Monthly:✅ VAT special invoice✅ Mailed before 5th of each month✅ Can login to view tracking numberOperations:[Modify Invoice Information][View Invoice Records][Apply for Supplementary Invoice]

FAQ

Q1: How Long Are Usage Records Retained?

Retained permanently.

Retention Content:

Retained Permanently:✅ All usage records (Interview, Scout, Reports)✅ All billing records✅ All invoice recordsValue:- Review historical usage anytime- Financial audit and reimbursement- Annual usage analysis

Q2: When Does Quota Reset Each Month?

Resets at 00:00 on the 1st of each month (Beijing time).

Reset Rules:

Free/Professional Version:- Resets at 00:00 on 1st of each month- Unused quota from previous month does not accumulateTeam Version:- Unlimited, no reset needed- Podcast quota resets on 1st of each month (10/month)Example:Used 3 Interviews in January, 2 remainingFebruary 1st: Quota resets to 5 (not 7)

Q3: Can Usage Records Be Exported?

Yes, supports CSV and PDF formats.

Export Operations:

Step 1: Go to Usage StatisticsStep 2: Select time range- This month- Last 3 months- Last 6 months- Custom periodStep 3: Select export format- CSV: Suitable for Excel analysis- PDF: Suitable for printing and archivingStep 4: Download fileFile Content:- Date and time- Feature type (Interview, Scout, etc.)- Project name- Usage duration- Quota consumed

Q4: Can Bills Be Modified?

Cannot modify, but can apply for re-issuance.

If Need to Modify:

Common Situations:1. Invoice header incorrect   → Apply for re-issuance (original invoice voided)2. Amount error   → Contact customer service to verify and re-issue3. Invoice information missing   → Apply for supplementary invoiceOperations:→ Billing Management → Find bill→ Click "Apply for Re-issuance"→ Fill correct information→ Submit application→ Customer service reviews and processes (1-3 business days)

Q5: Can Team Members View Team Bills?

No, only administrators can.

Permission Division:

Administrator:✅ View team bills✅ View team usage statistics✅ Manage payment methods✅ Apply for invoicesRegular Members:✅ View their own usage records❌ Cannot view team bills❌ Cannot view team total usage❌ Cannot view other members' detailed recordsViewer:✅ View their own usage records❌ Cannot view anything else

Q6: What Happens If Forget to Renew?

Account will downgrade, but data will not be lost.

Consequences of Forgetting to Renew:

Professional → Free:❌ Lose unlimited quota✅ Revert to 5 Interviews/month, 2 Scouts/month✅ All historical data retained✅ Can re-subscribe anytime to restoreTeam → Professional/Free:❌ Lose team collaboration features❌ Members lose access✅ Administrator data retained✅ Can re-subscribe anytime to restore

How to Avoid:

Recommendations:✅ Enable auto-renewal (default)✅ Ensure sufficient balance in payment method✅ Bind multiple payment methods (backup)✅ Enable email reminders (7 days before expiration)

Q7: Can Request Refund?

Has refund policy, but with conditions.

Refund Policy:

7-Day No-Reason Refund:✅ Within 7 days of subscription✅ Used less than 3 Interviews✅ Full refundAfter 7 Days:❌ Generally no refund support⚠️ Special cases negotiable (such as system bug causing unusability)Application Process:Step 1: Billing Management → Apply for RefundStep 2: Fill refund reasonStep 3: Customer service review (1-3 business days)Step 4: Refund to original payment method (5-7 business days)

Q8: Can Invoices Be Issued Retroactively?

Yes, can issue within 1 year.

Retroactive Process:

Step 1: Billing Management → Invoice ManagementStep 2: Find uninvoiced billStep 3: Click "Apply for Invoice"Step 4: Fill invoice informationStep 5: Submit applicationStep 6: Issued in 1-3 business daysLimitations:- Can only issue for bills within 1 year- Cannot issue beyond 1 year- Recommend applying for invoice promptly

Final Takeaway

"View usage statistics and billing in account settings. Usage Statistics: View Interview, Scout, report counts and remaining quota. Billing Management: View payment records, manage subscriptions, apply for invoices. Team version administrators can view team usage statistics and billing."

Remember:

✅ Usage Statistics: Account Settings → Usage Statistics
✅ View Content: Interview, Scout, Report, Podcast counts
✅ Quota Management: View remaining quota, Free/Pro version resets on 1st of month
✅ Billing History: View all payment records
✅ Subscription Management: Upgrade/downgrade/cancel auto-renewal
✅ Invoice Management: Apply for personal/corporate invoices
✅ Team Statistics: Administrator can view team usage

Related Feature: All Platform Document Version: v2.1