Subscription & Billing

Manage your Whatify subscription, view billing information, change plans, and handle payment methods.

Overview

Billing management allows you to:

• View current subscription plan
• Upgrade or downgrade plans
• Manage payment methods
• View billing history
• Download invoices
• Cancel subscription

Accessing Billing

Navigate to Settings → Billing to access:

• Current plan details
• Usage statistics
• Payment information
• Billing history
• Subscription management

Note: Only organization owners can access billing settings.

Subscription Plans

Available Plans

Whatify offers three subscription tiers:

Free Plan

Perfect for getting started:

• 1 WhatsApp device
• 100 messages/month
• 100 contacts
• 10 tags
• 1 organization
• Email support

Price: $0/month

Pro Plan

For growing businesses:

• 5 WhatsApp devices
• 1,500 messages/month
• Unlimited contacts
• 50 tags
• 3 organizations
• 10 team members
• Priority email support
• API access
• Bulk messaging
• Message scheduling

Price: $29/month or $290/year (save 17%)

Elite Plan

For large teams and enterprises:

• Unlimited WhatsApp devices
• 10,000 messages/month
• Unlimited contacts
• Unlimited tags
• Unlimited organizations
• Unlimited team members
• Priority support (24/7)
• Advanced API features
• Custom integrations
• Dedicated account manager
• SLA guarantee
• White-label options

Price: $99/month or $990/year (save 17%)

Plan Comparison

Viewing Current Plan

Plan Dashboard

Your current plan shows:

Subscription Details:

• Plan name (Free, Pro, Elite)
• Billing cycle (Monthly, Yearly)
• Price per month
• Next billing date
• Renewal status

Usage Statistics:

• Messages sent this month
• Percentage of limit used
• Devices connected
• Active team members
• Storage used

Plan Features:

• Enabled features
• Feature limits
• Upcoming features
• Add-ons available

Upgrading Your Plan

Upgrade Process

Upgrade to a higher plan:

1. Navigate to Settings → Billing
2. Click Upgrade Plan
3. Select new plan (Pro or Elite)
4. Choose billing cycle:
   • Monthly: Billed every month
   • Yearly: Billed annually (save 17%)
5. Review changes and pricing
6. Enter payment information (if not already on file)
7. Click Confirm Upgrade

Immediate Changes:

• New limits apply instantly
• Prorated credit for remaining time on old plan
• Access to new features immediately
• Existing data remains intact

Mid-Cycle Upgrades

When upgrading mid-cycle:

Prorated Billing:

• You pay only for remaining time at new rate
• Credit applied from old plan
• Next bill reflects full new plan price

Example:

• Current: Pro plan ($29/month)
• Upgrade to: Elite plan ($99/month)
• 15 days remaining in cycle
• Prorated charge: ~$35 (half of $70 difference)

Downgrading Your Plan

Downgrade Process

Downgrade to a lower plan:

1. Navigate to Settings → Billing
2. Click Change Plan
3. Select lower plan
4. Review feature changes
5. Confirm you understand limitations
6. Choose downgrade timing:
   • End of billing cycle: Recommended
   • Immediately: Lose access to features now
7. Click Confirm Downgrade

Important Considerations

Data Limits:

• If exceeding new plan limits, reduce usage first
• Example: 3 devices but downgrading to 1 device plan
• Must disconnect extra devices before downgrade

Feature Loss:

• API access may be disabled (Pro → Free)
• Team members exceed limit (remove extras)
• Advanced features removed
• Data remains but some features unavailable

Billing:

• No prorated refund for downgrades
• New rate applies at next billing cycle
• Can re-upgrade anytime

Payment Methods

Adding Payment Method

Add or update payment information:

1. Navigate to Settings → Billing → Payment Methods
2. Click Add Payment Method
3. Choose payment type:
   • Credit Card (Visa, Mastercard, Amex)
   • Debit Card
   • PayPal (if enabled)
   • Bank Transfer (Elite only)
4. Enter payment details
5. Click Save Payment Method

Updating Payment Method

Update existing payment method:

1. Go to Payment Methods
2. Find current payment method
3. Click Edit or Update
4. Enter new payment details
5. Save changes

Setting Default Payment Method

If multiple payment methods:

1. View all payment methods
2. Click Set as Default on preferred method
3. This card will be used for automatic billing

Removing Payment Method

Delete saved payment method:

1. Find payment method in list
2. Click Remove
3. Confirm deletion

Note: Cannot remove default payment method if subscribed to paid plan.

Billing History

Viewing Invoices

Access all past invoices:

1. Navigate to Settings → Billing → Invoices
2. See list of all invoices:
   • Invoice number
   • Date issued
   • Amount
   • Status (Paid, Pending, Failed)
   • Payment method used

Downloading Invoices

Download invoice PDFs:

1. Find invoice in list
2. Click Download PDF
3. Save to your computer

Invoice Contents:

• Invoice number and date
• Billing period
• Plan details
• Amount breakdown
• Payment method
• Organization information
• Tax details (if applicable)

Exporting Billing History

Export all invoices:

1. Click Export Billing History
2. Choose format (CSV, Excel, PDF)
3. Select date range
4. Download file

Usage & Limits

Viewing Usage

Monitor your plan usage:

1. Navigate to Settings → Billing → Usage
2. View current usage:
   • Messages sent/limit
   • Devices connected/limit
   • Team members/limit
   • Organizations/limit
   • Storage used/limit

Usage Alerts

Set up usage notifications:

Alert Thresholds:

• 50% of limit reached
• 75% of limit reached
• 90% of limit reached
• 100% limit reached (blocked)

Notification Methods:

• Email alerts
• In-app notifications
• Dashboard warnings

Exceeding Limits

What Happens:

• Free plan: Messaging blocked until next billing cycle
• Paid plans: Automatic overage charges or blocking (depending on settings)

Soft Limits (Elite plan):

• Continue sending with overage charges
• $0.01 per message over limit
• Billed at end of cycle

Hard Limits (Free/Pro plans):

• Messaging blocked at limit
• Must upgrade to continue
• Limit resets on billing cycle

Managing Subscription

Pause Subscription

Temporarily pause your subscription:

1. Navigate to Settings → Billing
2. Click Pause Subscription
3. Select pause duration (1-3 months)
4. Confirm pause

During Pause:

• No billing charges
• Data retained
• Cannot send messages
• Read-only access
• Auto-resumes after pause period

Available on: Pro and Elite plans only

Cancel Subscription

Cancel your subscription:

1. Navigate to Settings → Billing
2. Click Cancel Subscription
3. Select cancellation reason (optional feedback)
4. Choose cancellation timing:
   • End of billing cycle: Access until period ends
   • Immediately: Lose access now (no refund)
5. Confirm cancellation

After Cancellation:

• Downgraded to Free plan
• Excess devices/contacts/team members removed
• API access disabled (if Free plan)
• Data retained for 30 days
• Can reactivate anytime

Reactivating Subscription

Reactivate cancelled subscription:

1. Navigate to Settings → Billing
2. Click Reactivate Subscription
3. Select plan
4. Enter payment information
5. Confirm reactivation

Immediate Access:

• All features restored
• Previous data still available (if within 30 days)
• Billing starts immediately

Billing Cycles

Billing Date

Your billing cycle:

• Starts on date you first subscribed
• Renews monthly or yearly
• Shown in Settings → Billing

Example:

• Subscribed: June 15
• Next billing: July 15 (monthly) or June 15, 2025 (yearly)

Changing Billing Cycle

Switch between monthly and yearly:

1. Navigate to Settings → Billing
2. Click Change Billing Cycle
3. Select new cycle
4. Review savings/changes
5. Confirm change

Monthly to Yearly:

• Immediate annual charge
• Credit for unused monthly time
• Save 17% on total cost

Yearly to Monthly:

• Switch at end of yearly cycle
• No refund for remaining year
• Higher monthly cost

Taxes & Compliance

Tax Information

Update tax details:

1. Navigate to Settings → Billing → Tax Info
2. Enter:
   • VAT/Tax ID
   • Business address
   • Country
   • Tax exemption status (if applicable)
3. Save tax information

Tax Calculation:

• Automatically calculated based on location
• VAT/GST added where applicable
• Shown on invoices
• Complies with local tax laws

Receipts

All payments include:

• Receipt sent via email
• Downloadable from dashboard
• Shows tax breakdown
• Includes payment confirmation

Discounts & Promotions

Promo Codes

Apply promotional codes:

1. Navigate to Settings → Billing
2. Click Apply Promo Code
3. Enter code
4. Click Apply

Discount Applied:

• Shown in plan pricing
• Applied to next invoice
• Duration varies by promotion

Annual Discount

Save 17% with yearly billing:

• Pro: $348/year instead of $420
• Elite: $1,188/year instead of $1,428

Referral Program

Earn credits by referring others:

1. Get your unique referral link from Settings → Referrals
2. Share with friends/colleagues
3. Earn credits when they subscribe:
   • $10 credit per Pro subscription
   • $25 credit per Elite subscription
4. Credits applied to your next bill

Team Seat Management

Adding Team Members

Included Seats:

• Free: 1 seat (owner only)
• Pro: 10 seats
• Elite: Unlimited

Additional Seats (Pro plan only):

• $5/month per additional seat
• Added through Settings → Team → Add Seats
• Prorated billing

Removing Seats

Remove team member seats:

1. Remove team members first
2. Navigate to Settings → Billing → Seats
3. Reduce seat count
4. Confirm changes
5. Credit applied to next bill

Payment Issues

Failed Payments

If payment fails:

Immediate Actions:

• Email notification sent
• Retry automatically in 3 days
• Update payment method
• Service continues temporarily

After 7 Days:

• Account suspended
• Messaging blocked
• Read-only access
• 15 days to resolve

After 15 Days:

• Account cancelled
• Downgraded to Free plan
• Data retained for 30 days

Updating Failed Payment

Fix payment issues:

1. Navigate to Settings → Billing
2. See failed payment notice
3. Click Update Payment Method
4. Enter new payment details
5. Click Retry Payment

Disputing Charges

Contest a charge:

1. Navigate to Settings → Billing → Invoices
2. Find disputed invoice
3. Click Dispute Charge
4. Provide details
5. Submit dispute

Support will review within 3-5 business days

Enterprise Features

Custom Pricing

For Enterprise needs:

1. Click Contact Sales on pricing page
2. Discuss requirements:
   • Number of devices
   • Message volume
   • Team size
   • Custom features
3. Receive custom quote
4. Negotiate terms
5. Sign enterprise agreement

Annual Contracts

Benefits:

• Discounted pricing
• Priority support
• Dedicated account manager
• Custom SLA
• Flexible payment terms

Volume Discounts

Discounts for high volume:

• 10,000+ messages/month: 10% off
• 50,000+ messages/month: 20% off
• 100,000+ messages/month: 30% off
• Custom pricing for higher volumes

Next Steps

• Organization Management - Manage your organization
• Team Management - Add team members
• Device Management - Connect more devices
• Pricing Page - Compare plans