Kasada AI Training / CustoCare Billing
KasadaAI CustoCare Billing

One bill for every product, step by step.

CustoCare Billing prices what every CustoCare product is used for, sends one invoice a month, collects the money, reminds people who are late and tells the products when to pause or restart a client. This course is for the businesses that use CustoCare: how your bill is made, how to sign in, and every screen of your billing portal, with the real labels.

5 modules on 2 pages About 75 minutes Account owners · finance staff Works offline

Your learning path

Do modules 1 and 2 on this page, then modules 3 to 5 on the billing portal page. The example in this course, Mama's Kitchen (a client restaurant), is a made-up business used only for training.

OwnerMember

Your billing portal

Invoices, paying by card, mobile money or bank, usage, top-ups, payment plans, your own users (module 3); receipts, invoice lines and credit (module 4); currency, forecasts and the Marketplace (module 5); plus help and a printable cheat sheet.

Learning paths by role

You are…Role in the billing portalModules
Client account owner (e.g. at Mama's Kitchen)Owner portal user1, 2, 3, 4, 5
Client staff who pay billsMember portal user2, 3, 4, 5 (changing the currency and installing packs are for owners)

Partners: sign in to Partner training.

Where Billing lives

WhatAddress
Your billing portalhttps://billing.custocareai.com/portal
Sign-in pagehttps://billing.custocareai.com/portal/login
If your partner gave you a different address, use the one in your login email.
1

How billing works across products

The big picture: from a phone call answered by the AI to a paid invoice.

You will learn
  • What the products send to Billing, and what Billing sends back.
  • How plans, meters and allowances turn usage into an invoice.
  • What happens when an invoice is paid, and when it is not.
  • Who sends you the bill: Kasada AI or your partner.

CustoCare Billing is one system for every CustoCare product: CustoCare-Resto (restaurants) and CustoCare Call Center (contact centres) today, and any product added later. The products never bill anyone themselves. They tell Billing who their clients are and how much they used. Billing does the rest.

The monthly cycle

1. Usage is reportedThe products count AI voice minutes, chats, seats and results all month.
→
2. Priced by the planEach plan has a monthly fee and, per meter, an included allowance. Only usage above the allowance is charged.
→
3. Billing runOn the 1st of the month the month before is invoiced: one invoice per account.
→
4. Invoice sentNumbered like INV-2026-00001, emailed with a pay link, due after the payment terms.
→
5. Paid, or chasedPaid: done. Not paid: reminders, then AI and calls pause, then logins are blocked. Paying restarts service at once.

What a client's status means

Status in BillingWhenWhat stops in the product
ActiveNothing overdue (prepaid: credit left)Nothing
Past dueOverdue, still inside the grace daysNothing yet
Suspended (AI & calls off)Unpaid after the due date (default: the day after); prepaid credit used upThe AI stops answering calls and chats; outbound calls are refused. Staff can still sign in.
Locked (logins blocked)Still unpaid 30 days after the due date (default)Also blocks staff logins to the client's Resto or Call Center console
ClosedThe account was closedEverything

Who sends you the bill

Direct

Kasada AI invoices you and collects the money. Example: Mama's Kitchen signs up straight with Kasada.

Through a partner, billed by Kasada

A partner introduced you, but Kasada AI still invoices you. Nothing changes for you.

Billed by your partner

Your partner sends you its own bill. Your invoices and payments go through your partner, not this portal.

Postpaid and prepaid

Postpaid (the default)

  • Invoiced monthly, after the month.
  • Paused after an unpaid due date.

Prepaid

  • Buys credit first (top-ups).
  • The month's charges come out of the credit.
  • Paused when credit runs out, back on as soon as they top up.
When you pay, Billing tells your Resto or Call Center app at once, and anything that was paused comes back on by itself. You do not need to contact anyone.
Mama's Kitchen has not paid an invoice and is one day past the due date. What happens by default?
By default AI and calls pause the day after the due date. Logins are only blocked 30 days after the due date. Paying restarts everything at once.
Mama's Kitchen pays the overdue invoice online. When do the AI and calls come back?
Paying reactivates the account at once, and the products are told immediately.
2

Signing in, sessions and locks

Your sign-in page, one session per login, and what to do when someone is locked out.

You will learn
  • Where your billing portal sign-in page is.
  • What the login email contains and why you must choose a new password first.
  • The rules: 5 wrong tries lock you for 15 minutes; one session per login; sign-out after 5 idle minutes.
  • What happens when you sign in again in the same browser.
  • How to switch between light and dark, and use the portal on a phone.
  • Who can unlock you or reset your password.
https://billing.custocareai.com/portal/login
Billing portal

Sign in with the login your CustoCare administrator gave you

accounts@mamaskitchen.example
••••••••••

Sign in Forgot password?

Your first sign-in

  1. Open the login email. Every new login gets one, with the subject "Your CustoCare billing portal login". It holds the sign-in page, your username (your email) and a one-time password, plus a link to set your own password (works for 7 days).
  2. Go to the sign-in page in the email, usually https://billing.custocareai.com/portal/login.
  3. Sign in with the email and the one-time password.
  4. Choose a new password. The page Choose a new password appears before anything else. At least 8 characters; type it twice.
  5. Later changes. AccountChange password (https://billing.custocareai.com/portal/account).
Clients using CustoCare-Resto can open the billing portal in one click from their app's Billing page, without a password. That link works once, for two minutes. If it fails, the page says "Couldn't sign you in"; use Sign in with email instead.

The three sign-in rules

5

5 wrong tries = 15-minute lock

The message: "Too many failed sign-in attempts. Try again in 15 minutes, or ask your admin to reset your password." Even the right password is refused while locked.

1

One session per login

Signed in on another device? You see: "You're already signed in on another device (Accra, Ghana · since 09:12). Sign out there first, or ask your admin to sign you out." A closed laptop frees the session after 10 idle minutes. Signing in again in the same browser is fine (see below).

⏱

Idle sign-out after 5 minutes

One minute before, "Still there?" counts down: Stay signed in or Sign out now. Afterwards the sign-in page says "You were signed out after 5 minutes of inactivity."

Signing in again in the same browser

The "already signed in" message is only for another device. If the earlier session is in this same browser on the same network (a second tab, or a tab you closed without signing out), Billing ends the old session and lets you straight in.

1. Tab A is signed inEfua works in the portal in one tab.
→
2. She signs in againIn tab B, same browser, same office network.
→
3. Tab B opensNo "already signed in" message. The old session is ended.
→
4. Tab A goes to sign-inIts next click shows "You signed in again on this device."
A different browser or a different network counts as another device: then the second sign-in is refused until the first one signs out or has been idle for 10 minutes.

Light or dark, and the portal on a phone

billing.custocareai.com/portal
CustoCare Billing ☾ 1  ⇥
OverviewInvoicesPaymentsUsage… 2
Balance due
GHS 615.57
Account credit
GHS 0.00

Your account name is hidden on small screens 3

  • 1 Toggle theme: the moon (or sun) button in the top bar switches between light and dark. Your choice is remembered in this browser.
  • 2 On a phone the tabs sit in one row: swipe the row sideways to reach Marketplace, Users, Account and Training.
  • 3 The account name and your name show beside the buttons on a wide screen only. On a phone, open Account to see them.
  1. Switch the theme. Tap the moon button (it reads "Toggle theme" to screen readers). Tap the sun to go back to light.
  2. Reach a tab on a phone. Swipe the tab row to the left, then tap the tab, e.g. Invoices.
  3. Pay on a phone. Open the invoice and scroll to Pay this invoice; mobile money works well on a phone.
  4. Sign out. Tap the door button at the far right of the top bar.
These training pages have the same idea: the Theme button at the top right, and they work on a phone too.

Who unlocks whom

Locked or forgottenWho fixes itWhere
A colleague's portal loginYour account's Owner UsersUnlock or Reset password (/portal/users)
Your own forgotten passwordYou Forgot password?Email me a link on the sign-in page (the link works for 2 hours)
The only owner is locked outKasada AI (or your partner) Email billing@kasada.ai or contact your partner
A staff login to your Resto or Call Center consoleYour app's admin In your app: SettingsTeam & roles (Resto) or Staff & teamsStaff (Call Center)
A password reset or a deactivated login ends that login's sessions everywhere. The one-time password from a reset is shown once; copy it before closing the window.
Share one login between two people. Each person gets their own login; a sign-in from a second device is refused anyway, and the sign-in log (with IP, place and device) must show who did what.
Your bookkeeper typed the wrong password five times. You are the owner. What is the quickest fix?
Owners unlock their own team's logins on the Users tab. Never share a login; the lock also ends by itself after 15 minutes.
You see "You're already signed in on another device". What does it mean?
Each login can be signed in at one place at a time. An idle session frees itself after 10 minutes.
You are signed in in one tab and sign in again in a second tab of the same browser. What happens?
Same browser and same network: Billing replaces the old session instead of refusing you.

Next

Your billing portal →

Modules 3 to 5, with help and a cheat sheet.