Billing and Plan Updates
Billing and Plan updates can be handled within the Settings -> Billing section of your REISift account. Click Settings on the left sidebar of your account, then the Billing tab.
Only the account owner (Sensei) and Super Admin roles can make changes to the subscription. Admins can view billing information and download invoices but cannot make plan changes, close the account, or add new billing cards.
For more information on user roles and permissions, please see: Adding Users to your REISift Account
Your Plan
The Your Plan section displays your current subscription type, the amount you're billed, and whether you're on a monthly or annual plan. You’ll also find your next scheduled billing date here. All invoices are set to auto-pay on the date shown in your account.
Upgrade Plan
Want to switch plans? You can do so through the Upgrade Plan section. If you're currently on an annual plan and wish to switch, please reach out to our support team via chat for assistance.
When changing plans mid billing cycle, the amount will be automatically prorated and applied to your new plan. The credit is calculated based on the remaining time in your current plan.
Payment Method
In the Payment Method section, you can view the current payment method, add new billing cards, and select your default payment method. If only one card is added, it will automatically be set as the default and used for all future subscription invoices and when purchasing additional space on upload.
Payment History
The Payment History section allows you to view past billing dates and download invoices. These invoices provide a breakdown of subscription charges, but note that any credit purchases or additional monthly upload space purchases will not appear on these invoices, as they are billed separately. When credits or extra space are purchased, the account owner will automatically receive a receipt by email.
Please note: If you decide to close your account (but why would you? -- you'd be missing out on features that can actually help you make and save money) any available credits left in your account will not be refunded. If you have any active mail campaigns, they will be terminated and will not deploy. There will be no refunds.
*Credits and data are deleted 90 days after an account closes. If you plan to return 90 days or more after canceling, reach out through our support chat to discuss data storage options.
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