Billing

How does pricing and billing work? How do I change my plan level?

Hannah avatar
Written by Hannah
Updated over a week ago

The Receptionist offers monthly and annual payment plans. Our plans are based on the number of employees, or contacts, that you have uploaded into the system. All plans include all features; no features are locked behind higher paywalls, and we do not charge more for more visitors.

When you visit the Billing page of the web portal, you can select a plan and choose between Annual and Monthly billing cycles. Most accounts can change their plan from this page; simply select the new plan level and select "Update Subscription." If you upgrade your plan level during an existing subscription term, the system will automatically apply the unused portion of your current plan to the new charge as a credit.

This is also a great place to check on past payments; simply select the Invoices button. From there, you can view and download your account's recent invoices.

When you add or update your credit card information from this page, you can rest easy knowing that your credit card is only sent to our third-party, PCI-DSS Level 1 compliant billing partner.

During the trial, SMS notifications will be enabled upon entering billing information on your account. You'll have 14 days to continue using the service before any charges occur; if you are unsatisfied during those 14 days, you can cancel your trial and won't be charged.

If your organization would prefer to be invoiced for your service, simply let us know and we'll make it happen!

Have questions or want to chat through options? Click on that orange chat button in the lower right corner to livechat with a member of The Receptionist team!

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