This article covers the following:

To see your current plan, billing cycle, and past invoices:

Invoices are generated on your billing date and can be downloaded or printed directly from the Billing Info page. Simply scroll down to the Billing history section, select the date, and click on "Invoice" in blue letters.

Homebot uses a third-party billing system called Recurly. Recurly sends you monthly invoices directly to your email (see example below). If you see a charge from Recurly on your credit card statement, that's your Homebot subscription.

How to find your invoice in your email:

If these messages are not in your inbox, please check your spam folder. If invoices keep landing in spam, be sure to whitelist [email protected].

Homebot charges sales tax in states that require it for software subscriptions. The tax rate depends on your billing address. If you see a tax charge on your invoice and have questions about the rate, contact support.

If your organization is tax-exempt, contact support with your exemption certificate and they'll update your account.

If you exceed your included client capacity, additional clients are added in blocks. The block size and price depend on your plan. Blocks are billed monthly. View client block on our pricing page via the website under Plans & Pricing.

Loan Officer plans include 1 co-sponsored agent. Additional agent co-sponsorships cost $25/mo each, unless you're receiving a discount through an Enterprise account. 👉Learn about co-sponsorship

Most plans have a one-time setup fee charged when the account is first created. This fee may have been waived during a promotion.

You can upgrade your plan directly from the Billing Info page. For downgrades or custom plan changes, contact support.

To cancel your account, scroll down to the bottom of the Billing Info page and click the red Cancel subscription button. You will still have access to your account until the end of your current billing cycle.

Check your Billing Info page for details. Common reasons for unexpected charges:

If a payment fails, Homebot will retry automatically. You'll get an email notification. To update your payment method:

If you cancelled but were still charged, you may have been billed before the cancellation took effect (cancellations apply at the end of the billing cycle). Contact support if you believe there's an error.

Did something go wrong when updating or adding your payment info to the Billing tab? Here are the most common issues:

We'll be sure to let you know when your credit card errors with a message like this:

For billing issues, use the pink icon in the bottom-right corner of your account to send customer support a direct message. Include your account email and a description of the issue.