Billing FAQ

Subscription Plans

What subscription plans do you offer?

We offer three subscription plans tailored to different business needs:

• Starter ($14.99/month): Invoicing-only workspace with Document Hub, expense tools, and no CRM, AI Advisor, or voice agents
• Professional ($29.99/month): Full CRM, AI Advisor, and 1 voice agent - ideal for growing businesses
• Business ($49.99/month): Full CRM, AI Advisor, and all 4 voice agents - for businesses wanting full automation

What's included in each plan?

Is there a free trial?

Yes! All new users get a 14-day free trial with full access to their chosen plan's features. You can start without a card for core features, but a payment method is required to enable AI voice agents, buy AI Advisor top-ups, and continue without interruption after the trial ends. If you don't add a card by the end of the trial, your trial access automatically ends.

Can I change my plan later?

Absolutely! You can upgrade or downgrade your plan at any time. When you upgrade, you'll have immediate access to new features. When you downgrade, the change takes effect at your next billing cycle.

Payment & Billing

What payment methods do you accept?

We support card-based billing through Stripe, including major credit and debit cards such as Visa, Mastercard, American Express, and Discover. You can manage the default card on file from Settings → Subscription → Payment Methods.

When will I be charged?

Your subscription is billed monthly on the same date you initially subscribed. For example, if you subscribe on the 15th, you'll be charged on the 15th of each month. Your first charge occurs after your 14-day trial ends.

Are there any setup fees or hidden costs?

No setup fees or hidden subscription charges. Your plan includes the features listed for that tier, including its Document Hub storage allowance and included AI quotas. The main optional extra today is AI Advisor top-ups for Professional and Business.

Do you offer annual billing?

We only offer monthly billing to provide maximum flexibility.

Cancellation & Refunds

How do I cancel my subscription?

You can cancel your subscription anytime from your account settings. Simply go to Account Settings → Subscription → Cancel Plan. Your access continues until the end of your current billing period.

What happens to my data if I cancel?

Your data remains accessible for 30 days after cancellation, giving you time to export everything you need. After 30 days, your data is permanently deleted from our servers. You can always reactivate your account within this period.

Do you offer refunds?

We don't provide refunds for monthly subscriptions or unused time. Cancel anytime in your dashboard—if you cancel during the 14-day trial you won't be billed. AI Advisor top-ups are one-time purchases and are not refundable once consumed. If you spot a duplicate charge, unauthorized transaction, or critical outage, email support@invoicifyai.com within 7 days so we can correct it. See our Refund Policy for details.

Account Management

How do I update my payment information?

You can update your payment method anytime in Settings → Subscription → Payment Methods. Add a new card or update existing card details securely through our Stripe integration.

Can I pause my subscription instead of canceling?

Currently, we don't offer subscription pausing. However, you can cancel and resubscribe later. Remember, you'll have 30 days to reactivate and restore your data after cancellation.

What happens if my payment fails?

If a payment fails, we'll retry a few times over the next week and send you email notifications. Your account remains active during this grace period. If payment continues to fail, your account will be temporarily suspended until payment is resolved.

AI Features & Usage

What are AI voice agents and deal intelligence?

AI voice agents are automated phone calls made by our AI to handle tasks like lead qualification, proposal follow-ups, invoice collection, and customer feedback. AI deal intelligence continuously analyzes your opportunities, providing health scores, risk detection, executive summaries, and recommendations.

Which plans include AI features?

AI features are available based on your plan:

• Starter Plan: AI receipt scanning plus Document Hub AI search/chat only - no CRM, AI Advisor, or voice agents
• Professional Plan: Full CRM + AI Advisor (50 monthly queries) + 1 AI Voice Agent (Invoice Collection/AR)
• Business Plan: Full AI platform - 4 Voice Agents + AI Advisor (100 monthly queries) + AI Deal Intelligence

All plans include AI-powered receipt scanning for expenses with machine learning.

Are there limits on AI features?

Yes. Document Hub AI search & chat is plan-based (Starter: 100/month, Professional: 500/month, Business: 2,000/month). AI voice calls, transcripts, and analytics continue to follow the product's normal subscription and fair-use rules. AI Advisor is the metered AI surface today: Professional includes 50 monthly queries and Business includes 100.

How do AI Advisor top-ups work?

AI Advisor top-ups are available on Professional and Business as optional one-time purchases. They do not unlock extra product features; they only add more AI Advisor query volume. The current packs are 250 additional queries for $19 or 600 additional queries for $39. Your default payment method is charged immediately when you buy a top-up, and purchased top-up queries expire 12 months after purchase.

Who can buy AI Advisor top-ups?

Only the account owner can purchase AI Advisor top-ups, and a default payment method must already be on file. Billing History will show the top-up purchase and receipt alongside subscription invoices.

What's the difference between CRM plans and invoicing-only?

The Starter plan is invoicing-focused with no CRM capabilities. Professional and Business plans include our full CRM platform:

• Lead management and pipeline tracking
• Opportunity management with stages
• Deal health scoring and analytics
• Activity timeline and client history
• BANT qualification and scoring
• AI-powered insights and recommendations (Business plan)

Security & Compliance

Is my payment information secure?

Absolutely! We never store your credit card information on our servers. All payment processing is handled by Stripe, a PCI-compliant payment processor trusted by millions of businesses worldwide.

Can I get invoices for my subscription?

Yes! You'll receive a detailed invoice via email after each payment. You can also access all your invoices and payment history in Account Settings → Subscription → Billing History. That same Billing History view also includes AI Advisor top-up purchases and their receipts.

Do you offer tax exemptions?

If you're tax-exempt, please contact our support team with your tax exemption certificate. We'll update your account to remove applicable taxes from future charges.

Support & Contact

How do I get billing support?

For billing questions or issues, you can:

• Email us at support@invoicifyai.com
• Use the AI billing support widget on the Subscription page
• Check our help center for instant answers

What are your support hours?

Our support response times by plan:

• 24/7 AI Support: Available anytime from the Subscription page for common billing questions
• Email Support (Starter plan): 24-48 hour response time
• Priority Email Support (Professional plan): 8-12 hour response time
• Priority Email Support (Business plan): 2-4 hour response time

Note: Response times are calculated during business hours (Monday-Friday, 9 AM - 6 PM EST). Requests received outside business hours will be addressed the next business day.