Articles on: Account & Billing

Subscription and Payment Information

Managing your subscription and payment details is essential for ensuring uninterrupted access to the tools and features you need for your outreach campaigns. This guide provides an overview of how to handle subscription-related queries, update payment methods, and manage billing information seamlessly.

1. Understanding Your Subscription

A. Subscription Plans Overview

Our platform offers a variety of subscription plans designed to meet different business needs. Depending on your goals, you can choose from basic, standard, or premium plans, each offering a different set of features:

Free Plan: ideal to give our platform a try but it's limited on many features

Lite Plan: Ideal to start Cold outreach with many feature for linkedin and without email features

Pro Plan: Full features plan combining linkedin+email automations

B. Monthly vs. Quarterly vs. Annual Billing

Monthly Subscription: Provides flexibility, allowing you to pay on a month-to-month basis. This is a great option if you need short-term access or expect changes in your business needs.
Quarterly & Annual Subscription: Offers cost savings, with a lower monthly rate when you commit to a year-long plan. Ideal for businesses that require consistent, long-term access to the platform.

2. Managing Your Payment Information

A. How to Update Payment Methods

Keeping your payment details up to date ensures there are no interruptions to your subscription. To update your payment method:

Log into your account and navigate to the Account Settings section.
Click on Billing or Payment Information.
Select Edit Payment Method to add, remove, or update your credit/debit card or payment method.
Confirm changes to save your updated payment information.

B. Accepted Payment Methods

We accept several payment options to accommodate your preferences:

Credit/Debit Cards: Visa, MasterCard, American Express, Discover.

Understanding Your Billing Cycle

A. How Billing Cycles Work

Billing is processed based on the subscription type you choose:

Monthly Subscription: Billed on the same day each month, starting from the date of subscription activation.
Quarterly Subscription: Billed once every three months, covering a full 90-day period of access.
Annual Subscription:: Billed once a year, with renewal occurring 12 months after the initial subscription date.

To avoid any disruptions in service, ensure that your payment information is up to date, especially as your renewal date approaches.

B. Prorated Billing for Plan Changes

If you upgrade or downgrade your plan mid-cycle, any changes to the subscription fee will be prorated. For example:

Upgrading: If you upgrade your plan before the end of your billing period, you'll be charged the difference between the two plans for the remaining time.
Downgrading: If you downgrade, the change will take effect at the start of the next billing cycle, and no refund is provided for the current period.

4. Managing Invoices and Receipts

A. Accessing Your Billing History

You can view your payment history and download invoices directly from your account. To access this information:

Go to the Billing section of your account.
Click on Payment History or Invoices to see a full list of past transactions.
Download or print individual receipts for your records.

B. Automated Receipts

Each time your subscription is renewed or a payment is processed, an invoice or receipt is automatically emailed to the address associated with your account. Make sure your contact information is up to date to receive important billing notifications.

5. Subscription Renewal and Cancellation

A. Automatic Renewal

All subscriptions automatically renew at the end of each billing period to prevent any interruptions to your service. If you are on an annual or monthly plan, you'll be charged automatically unless you manually cancel your subscription before the renewal date.

B. How to Cancel Your Subscription

If you need to cancel your subscription, you can do so at any time by following these steps:

Log into your account and go to Account Settings.
Select the Subscription tab.
Click on Cancel Subscription and follow the prompts to confirm the cancellation.
Your account will remain active until the end of the current billing cycle, after which the subscription will not renew.

Frequently Asked Questions (FAQs)

Q1: Can I switch from monthly to quarterly, annual billing?

Yes! You can switch between monthly, quarterly, and annual billing at any time. If you switch to annual billing, your current subscription fee will be prorated, and you’ll be billed for the remainder of the year at the new rate.

Q2: What happens if my payment fails?

If your payment method fails, you’ll receive a notification to update your billing information. We’ll attempt to process the payment again within a few days. If the issue is not resolved, your account may be paused until the payment is successful.

Q3: How do I update my contact information for billing?

To update your contact information, go to the Account Settings section of your dashboard and select Edit Contact Information. Make sure your email address and phone number are accurate to receive important billing updates.

Updated on: 14/09/2024

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