Billing and Subscription Management
Your Billing Day
Your billing day is the day of the month when you pay for your first subscription. For example, if your first payment is on May 15, your billing day is the 15th.
Your billing day stays the same when you add or cancel subscriptions.
- Monthly subscriptions are billed in advance on your billing day. A payment on May 15 covers May 15 through June 14. Your next payment, on June 15, covers June 15 through July 14.
- Annual subscriptions are billed once a year, in advance, on your billing day in the month they renew. A payment on May 15 covers May 15 of that year through May 14 of the following year.
To request a different billing day, please call 888-328-8275.
Billing for Multiple Subscriptions
We combine subscription charges into one invoice per payment method. Each invoice includes all charges due for subscriptions linked to that payment method.
If your subscriptions use multiple payment methods, you’ll receive a separate invoice for each. On your billing day, we create each invoice and automatically charge the associated payment method for the amount due.
An invoice may include monthly subscription charges, annual renewals, or both.
Adding a Subscription to Your Existing Account
When you add a subscription to an existing account, you won’t be charged immediately. Your first charge will appear on your next billing day, along with any other subscription charges due.
The first charge for the new subscription includes:
- A prorated charge for the time from the subscription’s start date through the day before your next billing day.
- Payment in advance for the next full monthly or annual billing period.
This applies to both monthly and annual subscriptions.
Example: Adding a Monthly Subscription
Your billing day is the 15th, and you already have one monthly subscription that costs $100.
On May 31, you add a second monthly subscription for $100. You aren’t charged that day.
On June 15, your invoice includes:
| Charge | Period covered | Amount |
|---|---|---|
| Existing subscription | June 15–July 14 | $100.00 |
| New subscription | June 15–July 14 | $100.00 |
| Prorated charge for the new subscription | May 31–June 14 (15 days) | $48.39 |
| Total | $248.39 | |
In this example, the prorated charge is calculated as $100 ÷ 31 days × 15 days = $48.39.
If nothing changes, your next payment on July 15 will be $200 for the two monthly subscriptions.
For a new annual subscription, your next bill will include the prorated charge for the initial partial period plus payment for the upcoming full year.
Accessing Your Billing Portal
Use your Billing Portal to:
- View your account details, invoices, payments, and statements.
- Add or update payment methods.
- Reactivate canceled subscriptions.
To open the Billing Portal, select your avatar in the upper-right corner, then choose Account.
Can’t Access Your Billing Portal?
Please call 888-328-8275 to have the Billing Portal enabled for your account.
How to Add a Subscription
In your CustomBooks™ Portal/Dashboard, select Add Client or Add Company to add a subscription.
Canceling a Subscription
To cancel a subscription, contact our support team.