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Billing & Subscription

Manage your Need Theo subscription, view invoices, and update payment methods.

Accessing Billing​

  1. Go to Settings in the left menu
  2. Click Billing

Your Subscription​

Current Plan​

See which plan you're on:

  • Plan name (Free, Starter, Pro, Enterprise)
  • Features included
  • Usage limits
  • Billing period (monthly or annual)

Renewal Date​

Your next billing date and amount due.

Usage​

See how much you've used:

  • Phone minutes
  • Number of phone lines
  • Number of contacts
  • Other plan-specific limits

Changing Your Plan​

Upgrading​

Need more features or higher limits?

  1. Go to Billing
  2. Click Upgrade or Change Plan
  3. Select a new plan
  4. Confirm the change

What happens:

  • New features are available immediately
  • You're charged the difference for the rest of your billing period
  • Future bills reflect the new plan price

Downgrading​

Switching to a smaller plan?

  1. Go to Billing
  2. Click Change Plan
  3. Select a lower plan
  4. Confirm

What happens:

  • Change takes effect at your next billing date
  • You keep current features until then
  • Make sure you're under the new plan's limits before it starts

Cancelling​

To cancel your subscription:

  1. Go to Billing
  2. Click Cancel Subscription
  3. Confirm

What happens:

  • Access continues until your billing period ends
  • Phone numbers will be released
  • Data may be deleted after a retention period
  • You can resubscribe anytime

Payment Methods​

Viewing Your Payment Method​

See your current card on file in the Billing section.

Updating Payment Method​

If your card changed or expired:

  1. Go to Billing
  2. Click Update Payment Method
  3. Enter new card details
  4. Save

Failed Payments​

If a payment fails:

  • You'll receive an email notification
  • We'll retry the charge
  • Update your payment method to avoid interruption
  • After multiple failures, your account may be paused

Invoices​

Viewing Invoices​

See all your past invoices:

  • Date
  • Amount
  • Status (Paid, Open, Failed)
  • Download option

Invoice Details​

Each invoice shows:

  • Line items (subscription, phone lines, overages)
  • Total amount
  • Payment status

Downloading Invoices​

Click Download next to any invoice to get a PDF for your records.

Understanding Your Bill​

Subscription Fee​

Your base plan cost, billed monthly or annually.

Phone Line Fees​

If you have paid phone numbers beyond what's included in your plan.

Usage Overages​

If you exceed your plan limits (minutes, etc.), overage charges may apply.

Credits​

Any credits or promotional discounts applied.

Plans Comparison​

FeatureFreeStarterProEnterprise
Website ChatbotYesYesYesYes
Phone AgentLimitedYesYesYes
Phone Numbers-1MultipleCustom
Team Members125+Unlimited
Calendar Integration-YesYesYes
Priority Support--YesYes

Contact sales for Enterprise pricing and custom needs.

Common Questions​

When am I charged?​

You're charged on your subscription anniversary date each month (or year for annual plans).

Can I pause my subscription?​

Currently, you can cancel and resubscribe later. Contact support for special circumstances.

What happens if I go over my limits?​

Depending on the limit:

  • Some features may be restricted
  • Overage charges may apply
  • You'll be notified to upgrade

Do you offer refunds?​

We generally don't refund partial months, but contact support if you have concerns.

Is there a free trial?​

Check our current promotions. Some plans may include trial periods.

Can I get a discount for annual billing?​

Yes! Annual plans typically include a discount compared to monthly billing.

What payment methods do you accept?​

We accept major credit and debit cards (Visa, Mastercard, American Express, etc.) through Stripe.

Is my payment information secure?​

Yes. Payments are processed by Stripe, a PCI-compliant payment processor. We never see or store your full card number.

Tax Information​

Sales Tax​

Depending on your location, sales tax may apply. This is shown on your invoice.

Business Invoices​

If you need specific tax or business information on invoices, contact support.

Getting Help with Billing​

For billing questions:

We respond to billing inquiries within 1-2 business days.

Need Help?​