Billing FAQ

Subscription Plans

What subscription plans do you offer?

We offer three subscription plans tailored to different business needs:

• Starter ($14.99/month): Basic invoicing only - perfect for freelancers who just need billing
• Professional ($29.99/month): Full CRM + 1 AI Agent - ideal for growing businesses
• Business ($49.99/month): Complete AI-powered CRM platform - 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. No credit card required to start your trial.

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 accept all major credit and debit cards (Visa, Mastercard, American Express, Discover) through our secure payment processor, Stripe. We also support payments via digital wallets like Apple Pay and Google Pay.

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! The price you see is the price you pay. There are no setup fees, hidden charges, or surprise costs. Your subscription includes all features for your chosen plan.

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. If you spot a duplicate charge, unauthorized transaction, or critical outage, emailsupport@invoicifyai.com within 7 days so we can correct it. See ourRefund 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 only - no CRM or voice agents
• Professional Plan: Full CRM + 1 AI Voice Agent (Invoice Collection/AR)
• Business Plan: Complete AI platform - 4 Voice Agents + AI Deal Intelligence

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

Are there limits on AI features?

Today there are no hard caps on AI calls, transcripts, or analytics—usage is governed by our fair-use policy. As we continue to expand metered capabilities, we may introduce plan-specific limits or add-on bundles to keep performance smooth for everyone. If limits change, we'll update pricing documentation, post an in-app notice, and refresh the Terms & Conditions before they take effect.

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.

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 billing@invoicifyai.com
• Use the in-app chat support (Business plan users get priority response)
• Check our help center for instant answers

What are your support hours?

Our support response times by plan:

• 24/7 AI Support: Available anytime 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.