Billing help

Plans and canonical pricing

Starter, Growth and Scale are the canonical plans. Pricing V2 determines current plan versions, entitlements and regional price books. Help does not maintain a separate price list.

Geography changes the price/currency, not the meaning of a plan’s entitlements. Regional display and the locked subscription/checkout snapshot are authoritative; do not expect every non-India account to display USD.

Trial and no-card requirement

The current public trial terms below are read from the same canonical Pricing V2 projection used by Pricing, rather than hard-coded into this guide. Existing accounts retain their recorded trial dates.

Check the remaining trial and available usage in Billing & Usage. Do not assume a new trial resets an existing business’s recorded trial end date.

Operational users and active membership

Operational usage counts active memberships with Owner, Manager or Sales roles. Invited and removed members do not count as active operational users. Active Viewer memberships have their own entitlement.

Included seats, purchased extra operational seats and business entitlement overrides determine your limit. Converting a Viewer into an operational role is checked against capacity; changing a job title alone is not a seat change.

1. Open Billing & Usage and review Usage.
2. Compare the active operational count with Team membership statuses and roles.
3. Review the current entitlement and any purchased seats before inviting or promoting more operational users.

Monthly and annual billing

Use the interval offered in Pricing or checkout and review the complete quote before paying. The annual amount comes from its canonical yearly price row, not an assumed monthly × 12 calculation.

Your subscription/payment snapshot determines the region and currency for the purchase. Review any plan-change or renewal notice shown in the account before assuming a change is immediate.

Payment History and Invoices

Invoices and payment records belong to the current business. Visibility and downloads depend on billing access.

1. Open Billing & Usage and select Payment History to find the relevant attempt.
2. Check status, amount, date and transaction reference. A pending or failed attempt is not proof of an activated plan.
3. Open Invoices for the issued record and use the available invoice view/download.
4. Reconcile the invoice with the verified payment. If missing, contact support with a safe transaction reference and approximate time.

Billing permissions and checkout

Owner and permitted Manager or Account Team access can review billing as allowed by the current business role/access settings. Sales does not get billing checkout; Viewer cannot mutate billing.

Only the enabled, configured payment option shown by checkout is available. Gateway configuration belongs to platform operations and is not a business-user setting. Never paste card details, gateway credentials or bank authentication codes into support.

Failed payments and renewal issues

Access depends on the recorded subscription and business state. A failed payment may leave the account needing attention; this guide does not promise automatic immediate suspension or an invented grace period.

1. Read the displayed payment/subscription status and account notice.
2. Check whether a successful payment already exists before retrying.
3. If the payment provider confirms a charge but the account does not, contact support with a non-secret reference.
4. Follow the account’s displayed resolution flow. Do not create another business or buy the same plan repeatedly to force activation.

Historical credits and usage

Pricing V2 deprecates ordinary per-lead CRM credit purchases/consumption for new billing. Historical credit, payment and invoice records remain preserved where exposed by the account.

Do not treat a legacy credit balance as a substitute for current subscription entitlements. If you are reconciling an old transaction, share its safe reference with support.

WhatsApp usage charges

Meta WhatsApp usage charges are billed separately by Meta to your connected WhatsApp Business Account. RevenueLancer does not add a markup to Meta messaging charges.

A RevenueLancer plan does not replace the connected account’s Meta billing or provider requirements. Review connection readiness separately from subscription capacity.