Billing
Your Billing Day (Single Subscriptions)
Your billing day is set to the day of the month when you first subscribed. If you'd like to change this day, please contact us at 888-328-8275 to request a different billing date.
When you are Billed? (Multiple Subscriptions)
Monthly Subscriptions
Upon the first monthly subscription creation you will be billed for the full amount of the subscription. The date of this transaction becomes your monthly billing date. Each month your card will be billed for the full amount of the subscription, covering the upcoming month. For each subsequent subscription that is added, it will be billed in a pro-rated fashion for the amount of time between the day of the new subscription and your monthly billing date. Subsequent months will all be billed on the same day for all subscriptions, giving you one consolidated invoice each month for your monthly subscriptions.
Example:
Subscription 1 (costing $49/month) was created on August 21 and $49 was charged to the credit card on file to cover the period of August 21-September 20.
On September 1, another subscription costing $49/month was added. The card on file is charged $34.30, the pro-rated amount for the second subscription for the time between September 1 and September 20.
On September 21, $98 is charged to cover both subscriptions for the period of September 21-October 20.
Annual Subscriptions
Each Annual subscription will have its own individual billing date and will occur annually on the purchase date unless cancelled.
Accessing your Billing Portal
You may view your account, invoices and payments in your Billing Portal. To access the portal, click your avatar drop-down in the upper right hand corner and choose 'Account'.
What to do if your Billing Portal is not available?
If you cannot access your Billing Portal, please call us at 888-328-8275 to enable it for your account.
Adding Subscriptions
To add subscription, click the 'Add Client' button in your CustomBooks™ Portal/Dashboard.
Cancelling Subscriptions
To cancel your subscription, you may contact our support team for assistance.
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