Reference
Settings and billing
Where the workspace itself is set up: who you are to customers, which channels are connected, who on your team can do what, and what you pay.
Short answer
Settings has a tab for Workspace (brand identity, alert contacts, security), Billing (plan, cycle, invoices) and each connection: WhatsApp, Shopify, Gmail, WhatsApp shop, Meta Ads and Instagram. Brand identity supplies the store name and policy links customers see.
Workspace#
| Section | What it controls |
|---|---|
| Brand identity | Store name, logo and policy links. These appear in message variables and in opt-in tool footers. |
| Alert contacts | Who gets notified about failures and quota warnings. Keep a real person here. |
| Account security | Password and session controls for your workspace login. |
| Delete workspace | Permanent. Export anything you need first. |
Connections#
| Tab | Purpose | Guide |
|---|---|---|
| Your business number, token and webhook. | Connect WhatsApp | |
| Shopify | Store binding, permissions and reconnect. | Connect Shopify |
| Gmail | The mailbox email sends from. | |
| WhatsApp shop | The product catalogue shown inside WhatsApp. | Meta Manager |
| Meta Ads, Instagram | Additional Meta surfaces, where available on your workspace. | — |
Team access#
Invite teammates so inbox replies are credited to whoever sent them, and routing can assign to named agents.
Credit matters more than it sounds. Without it, team performance reports can’t tell you anything.
Billing#
Shows your plan, billing cycle, usage against this cycle’s caps, and invoices.
Plan prices and what each tier includes are on the pricing page.
| Plan | Orders / cycle | Campaign + email sends / cycle | Journey Branch | COD to prepaid | Send priority |
|---|---|---|---|---|---|
| Trial (14 days) | 20 | 200 | No | No | Standard |
| Launch | 100 | 3,000 | No | No | Standard |
| Growth | 800 | 15,000 | Yes | Yes | Priority |
| Scale | 1,500 | 30,000 | Yes | Yes | Highest |
Caps reset each billing cycle. Current prices are on the pricing page.
- Billing cycle
- Monthly, quarterly or yearly. Longer cycles are discounted; caps reset per cycle either way.
- Usage alerts
- You’re warned as you approach a cap and blocked at it. Your alert contacts get the warning.
- GST invoices
- Available on every plan, downloadable as PDF from this tab.
- Order metering
- Orders ingested count toward the cycle cap. Cancelling does not refund the count, and a COD order converted to prepaid counts once.
- Meta message fees
- Meta charges per message, separately from your TopEdge plan. See what it costs.
Frequently asked questions
- Does cancelling an order give back my order allowance?
- No. Orders are metered as they are ingested, and cancelling does not refund the count. A COD order that converts to prepaid is the exception worth knowing: TopEdge recognises the replacement, so one purchase is counted once rather than twice.
- Can I get GST invoices for TopEdge?
- Yes, on every plan. Download them as PDFs from Settings → Billing. Plan prices exclude GST, which is added at the applicable rate.