Change your Receipt Bot subscription
In this article, we will outline the various billing options offered by Receipt Bot to accommodate the diverse requirements of businesses, accountants, and bookkeepers. We’ll explain how to upgrade or downgrade your plan, schedule changes for your next billing period, and switch between USD or GBP as a billing currency.
Steps to change subscription plan or currency
Step 1 – Navigate to the Subscription & Billing page using the gear icon from the top right corner.
Step 2 – Click the “Change Plan” button.
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Step 3 – Select the plan switch date for subscription changes and click the “Next” button.
You can select from the following options:
- Option 1 – Change Plan Immediately
- This option is usually helpful when you immediately want additional credits to your account to clear the pending documents.
- If there are any pending invoices in your account, Receipt Bot will provide you with the option to either pay the due invoice or void it.
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- Option 2 – Schedule Plan changes on the next billing date
- You can schedule subscription changes at the next billing date if you have decided to change the plan without incurring additional charges for the current period.
- If you have pending invoices, payment against those will be collected upon scheduling a change in the plan. If you wish to cancel these invoices before changing plans, please use the ‘Change Immediately’ option.
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Step 4 – Select the billing currency.
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Step 5 – Choose a plan according to your estimated usage and click the “Next” button.
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Step 6 – Click the “Pay & Confirm” button. The system will make a payment request against your payment method.
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The system will add the relevant credits to your account based on your selection. You will be automatically charged based on the updated plan or currency at the selected period.
Steps to renew subscription immediately
The subscription model of Receipt Bot is designed to provide maximum flexibility to users. You can renew your subscription immediately to get additional credits without changing your plan. Upon renewing the subscription, you get charged for the current plan and receive the document credits based on it.
Step 1 – Navigate to the Subscription & Billing page using the gear icon from the top right corner.
Step 2 – Click the “Renew Now” button.
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Step 3 – Review the billing amount and credits available and click Renew Now again to confirm
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Your payment account will be charged, and you will get additional credits immediately.
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Steps to make payment for due invoices
If your payment to Receipt Bot fails, your invoice status will show as “Payment Due.” Payment failure can happen due to authorization failure or insufficient funds, and Receipt Bot will make four automatic attempts to process the payment within seven days of the failure. However, if the payment is not cleared within seven days, your subscription will be cancelled and the invoice will be marked as “Voided.”
If you have a payment due invoice and want to prevent the cancellation of your Receipt Bot subscription, you can reattempt the payment immediately by following these steps:
Step 1 – Navigate to the Subscription & Billing page using the gear icon from the top right corner.
Step 2 – Click the Pay Now button.
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Step 3 – Select the checkbox for the pending invoice.
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Step 4 – Click the “Pay Now” button again to confirm your payment.
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Your payment account will be charged, and you will get additional credits immediately if payment is successful.
Frequently Asked Questions
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[toggle title=”Q: How can I purchase additional credit for the current period only? ” open=”yes”]
A: You have the following options to get additional credits for a one-off high usage:
- Upgrade to a plan with more document credits based on your expected usage and later schedule a subscription downgrade to your current plan.
- Renew your subscription immediately to get additional credits.
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[toggle title=”Q: I am a one-time user; how can I get my documents processed?” open=”yes”]
A: Receipt Bot offers a flexible billing model where you can cancel a subscription anytime.
If you are expecting a one-time usage with Receipt Bot, you should subscribe to a paid plan according to your expected usage. Once your documents have been processed, schedule a subscription cancellation so you do not get charged again.
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[toggle title=”Q: How can I save credits from being expired?” open=”yes”]
A: You can schedule subscription changes to the lowest-tier plan and Receipt Bot will carry forward any remaining credits. [/toggle]
[toggle title=”Q: How can I purchase additional credits without upgrading to another plan?” open=”yes”]
A: You can purchase additional credits by clicking the “Renew Now” button.[/toggle]
[toggle title=”Q: What happens if a payment fails during the upgrade subscription or the renewal process? ” open=”yes”]
A: If the payment fails, the system will show an error.
You have the following options to resolve the payment failure issue.
- Option 1 – Change your payment method
- Click the “Edit Payment Method” button and add a new payment account. Your account will be charged after you add the card.
- Option 2 – Reattempt the payment
- Click the Pay Now button; the system will make a second attempt to charge your payment account.
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