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.
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.
- 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.
Pro tip: This option is helpful when you want to switch from a legacy plan to a newer plan or downgrade your plan expecting lower usage has excess credits on account.
Step 4 – Select the billing currency.
Step 5 – Choose a plan according to your estimated usage and click the “Next” button.
Note: You must select a different plan to proceed to the next step.
Pro tip: Receipt Bot will automatically suggest a subscription plan to get enough credits to clear all your pending documents.
Step 6 – Click the “Pay & Confirm” button. The system will make a payment request against your payment method.
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.
Step 3 – Review the billing amount and credits available and click Renew Now again to confirm
Your payment account will be charged, and you will get additional credits immediately.
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.
Step 3 – Select the checkbox for the pending invoice.
Step 4 – Click the “Pay Now” button again to confirm your payment.
Your payment account will be charged, and you will get additional credits immediately if payment is successful.