Billing a Single User
Billing a single user for marketing is a feature that comes with the Local Store Marketing add-on. It allows users (e.g. Franchise users) to run their own campaigns and manage their own spend on text message campaigns.
Franchisee users with marketing permissions can securly subscribe and manage their payment information enabling text message campaigns in their account.
Things to Know
All payment information is hosted by a 3rd-party application, Chargebee, which allows for a secure way to manage your payment and plan information.
User-level billing is only available to Enterprise accounts with the local store marketing add-on enabled. Billing rules only apply to two roles: Franchisee - Insights & Marketing, and Franchisee - Insights, Marketing & Support. Other roles either do not have marketing permissions or are not restricted by user-level billing rules.
At minimum, a Franchise user must have an active subscription to a “Single-User Marketing” plan for the current calendar month to schedule any campaigns. You can subscribe at anytime in the month, there is no prorated rate; this is a volume based plan. Any overages will be charged to your card on file. Subscription renewals are processed on the first of every month at 00:00 AM PST.
To cancel or downgrade your subscription email billing@spendgo.com before you next monthly renewal, your services will continue to be available until the end of the month and you may be charged overages to your card on file if you exceed your plan’s messaging allocation.
Note: you must be a Franchisee - Insights & Marketing or Franchisee - Insights, Marketing & Support in a Enterprise account with local store marketing add-on enbaled to see the billing settings.
When your payment is good to go, you will see a notification that states “Status: Everything is running smoothly!”. It May take up to 30 minute for your first payment to process and for you account to be enabled.
When your payment needs attention, you will see a red notification that states: “Needs attention: Please check your billing information.”
Subscribing to a Plan
To start sending text messages, you need to first subscribe to a plan. If you have already subscribed and want to manage your payment and plan information, skip to the Manage Payment section below.
Navigate to your Dashboard Settings / Profile
Click the Manage Payment button
You will see the standard “Single-User Marketing” plan on-screen. Proceed to checkout.
Your email will be auto-filled. Click Next.
Enter your first and last name and click Next.
Enter your billing information and click Next.
Enter your credit card information and click Next.
Review your information and click Pay & Subscribe.
Manage Payment
You already have a plan and you want to:
Add a message bundle to your plan
Update your billing information
Add a new payment
Update existing payment
View billing history
Reactivate subscription
Add a Message Bundle
Increase your monthly volume by adding on a message bundle to your plan. Changes are applied to the next calendar month.
Navigate to your Dashboard Settings / Profile
Click the Manage Payment button
Your email will be auto-filled. Click Next.
A one-time passcode will be sent to your email, enter your one-time passcode on the screen and click Login.
Click on your current plan.
Click Edit Subscription.
Click Add Addons.
Select your Addons and Add.
Click Update Subscription to apply the updates to the next calendar month.
Add Your Payment Information
Add a new credit card.
Navigate to your Dashboard Settings / Profile
Click the Manage Payment button
Your email will be auto-filled. Click Next.
A one-time passcode will be sent to your email, enter your one-time passcode on the screen and click Login.
Click Payment Methods.
Select Add New to add a new payment.
Enter in your payment details and click Add.
Update Your Payment Information
Update an existing credit card on file.
Navigate to your Dashboard Settings / Profile
Click the Manage Payment button
Your email will be auto-filled. Click Next.
A one-time passcode will be sent to your email, enter your one-time passcode on the screen and click Login.
Click Payment Methods.
Select the payment method to edit and click Edit Payment.
Enter in your payment details and click Update.
Update Your Billing Information
Update the billing information we have on file.
Navigate to your Dashboard Settings / Profile
Click the Manage Payment button
Your email will be auto-filled. Click Next.
A one-time passcode will be sent to your email, enter your one-time passcode on the screen and click Login.
Click Billing & Shipping Addresses.
Click on your Billing or Shipping information.
Enter in your new details and Update.
Reactivate Subscription
Reactivate your subscription at anytime.
Navigate to your Dashboard Settings / Profile
Click the Manage Payment button
Your email will be auto-filled. Click Next.
A one-time passcode will be sent to your email, enter your one-time passcode on the screen and click Login.
Click on your current cancelled plan.
Click Reactivate Subscription.
Click Confirm.
Paying Your Invoices
The following instructions are for paying your open invoices. Invoices can be accessed from your Spendgo billing email notifications sent to your billing contact’s email address.
Click the Pay Now button in your invoice email to see a summary of your open invoices and the corresponding amounts, due dates, and billing periods.
Select each invoice you want to pay and click the Pay Now button at the top right.
*Your invoice details can be downloaded by clicking on Download PDFA prompt with your saved payment methods will appear. Select the payment method you would like to use and click Pay Now.
A popup will notify you that the payment was successful and a confirmation email will be sent to your billing email address.
Setup an ACH (Direct Debit) payment
Direct debit payments are done electronically through an Automated Clearing House (ACH). Accepting direct account payments require that:
Bank accounts must be verified.
The bank account holder must give Spendgo authorization to process payments.
Kindly note that ACH payments may take up to five (5) business days to receive acknowledgment of payment success or failure. It takes ACH payments up to seven (7) business days to be reflected.
Accessing your payments
1. You can access your account by clicking the Log into your account now → link at the bottom of your Spendgo billing emails.
2. Enter your account billing email and continue. You will be sent a one-time password to that email. The one-time password is valid for 5 minutes from the time it is generated.
3. Enter your one-time password to log in.
Adding Payment Method
1. To update an existing payment method, select the payment method you want to edit and follow the on- screen instructions to update your payment.
2. Click on Add New to start the add payment method process.
3. Select ACH as your preferred payment method. Enter the required fields and click on Proceed to Review.
4. You will then be directed to the review page. Carefully read the authorization agreement and click on Add.
5. Once added, select whether you would want this payment method to be your primary or backup. You may also Skip this step selection.
Verifying your bank account
After successfully adding your ACH payment method, you will be required to verify your bank account details. Follow the following steps in order to successfully complete this step:
1. Click the Update Payment Method link at the bottom of any Spendgo billing email.
2. Add your bank account as a payment method. For more information on this please see Add ACH Payment Doc
3. Once the account has been created, the payment method screen will show that your payment method is pending verification. Click on the payment method to be verified.
4. Check the verification details in the verification prompt then click on Verify.
5. The bank account will be added to your payment methods
Note: Direct debits only accept funds that are in USD and only for US bank accounts.
Never miss a payment! Ask us about automated payments and allow us to make transactions easier for you.
Managing Your Payment Method(s)
The following instructions will walk you through how to add or update your payment method(s) when:
You want to add a new payment method
You want to update your payment method
Your payment method is expiring
Your payment method is invalid
Accessing your payments
1. You can access your account by clicking the Log into your account now → link at the bottom of your Spendgo billing emails.
2. Enter your account billing email and continue. You will be sent a one-time password to that email. The one-time password is valid for 5 minutes from the time it is generated.
3. Enter your one-time password to log in.
Updating your Payment Method
1. To update an existing payment method, select the payment method you want to edit and follow the on-screen instructions to update your payment.
2. You can select your primary and backup payment options, or skip.
3. Click on Update to complete the process.
Adding a Payment Method
1. To add a new payment method, click on Add New.
2. Select Credit Card or ACH and enter or update your payment details and click Proceed to Review.
Note: For ACH payments, account verification is required. Kindly see the help doc on Verifying your bank account.
3. You can set your primary and backup payment options, or skip this step.
4. Your newly added payment method will be added to your Spendgo Payment Methods page.
