Plans and billing

Your plan decides how many messages a workspace can send each month, how many WhatsApp numbers and team members it can have, and which features it includes. Plans belong to a workspace: every workspace has its own plan and its own messages.

You manage all of this on Billing & plans in the sidebar. Payments are handled by Paddle, Wbiztool's payment provider.

For prices and what each plan includes, see Pricing. For refunds and cancellations, read the Refund policy and Cancellation policy.

Quick answers:

• Buy a plan: see Buy a plan.
• Upgrade, downgrade or switch to yearly: see Change your plan.
• Cancel: see Cancel your subscription.
• Invoices: open Settings → Payments.
• Card declined: see Payment failed.

Before you start#

• Only Owners manage billing. The sidebar shows Billing & plans to a workspace's Owners only. An Editor or Analyst who opens /pricing-plans/ sees "Only the workspace owner can manage billing." See Roles and permissions.
• Check which workspace is selected. Everything you buy applies to the selected workspace only, and plans don't move between workspaces. See Switch workspace.

Free trial and free plan#

What a workspace starts with depends on whether it's the first workspace you created:

On a second or later workspace, the page says: "This workspace has no messages yet – the free trial is only for your first workspace. Choose a plan below to start sending."

Deleting a workspace never gives you a new free trial. The free messages always stay with the first workspace you created, even if you delete it. See Create a workspace and Delete a workspace.

What's on the Billing & plans page#

A red banner appears at the top when a payment has failed. See Payment failed.

Your current plan#

How usage is counted#

• Messages counts messages sent and messages still waiting to be sent in the current period. Failed, cancelled and expired messages don't use your messages.
• WhatsApp numbers counts every number added to the workspace, connected or not.
• Team members counts everyone in the workspace, including you.
• The limits include your add-ons: each Extra WhatsApp Number adds one number and each Extra 1,000 Messages adds 1,000 messages.

On a monthly plan, your messages reset when the plan renews and the payment goes through. Unused messages don't carry over. On yearly billing you pay once a year, but your messages still reset every 30 days.

Buy a plan#

Use this when the workspace is on the free trial or free plan.

1. Pick monthly or yearly billing

   Above the plans, choose Monthly or Yearly. Yearly shows the price per month, billed yearly, and a "Save N%" badge.

2. Choose the plan

   Click Choose followed by the plan's name, for example Choose Lite. The Review your change dialog opens with an estimate from Paddle: each item, Estimated total today and what you'll pay after that every month or year.

3. Add extras if you want

   The dialog may offer Add a shared inbox (Unibox): pick how many WhatsApp numbers you want in the Unibox inbox, billed with your plan. If you have a coupon, click Have a coupon code?. See Coupon codes.

4. Pay

   Click Continue to checkout. Paddle's checkout opens. Enter your payment details and pay.

5. Wait for activation

   Keep the page open. You see "Activating your subscription…" and then "Your plan is active." The page reloads with your new plan and its messages.

The page shows prices in your local currency once Paddle has loaded them ("Prices in INR, as you'll pay them"). Otherwise it shows list prices, and the checkout shows your local price and taxes. If you close the checkout without paying, nothing changes.

After a purchase, the workspace's creator gets the email "WbizTool - Subscription Activated" if their email address is verified.

Coupon codes#

Coupon codes only work on a new purchase: buying a plan from the free trial or free plan, or a lifetime plan's first add-ons. They can't be applied to a plan you already pay for.

1. Open the coupon field

   In the Review your change dialog, click Have a coupon code?.

2. Apply the code

   Type the code under Coupon code and click Apply. You see "Code … applied." and a Discount line in the estimate.

If someone sent you a link that ends in ?coupon= and a code, for example /pricing-plans/?coupon=WELCOME10, the code is filled in for you when you open the review.

If a code is refused, you see why, for example "This coupon code has expired." or "This code doesn't apply to what you're buying." You can also type a code directly in Paddle's checkout. Paddle checks it again there.

Change your plan#

On a paid plan, the plan cards show what each one would do:

1. Pick the new plan

   Click the button on the plan you want, or Switch to yearly on the Current plan card.

2. Review the change

   The Review your change dialog shows what changes, for example "Upgrade: Lite → Standard", and Paddle's figures: Charged today, or Credit for unused time for a downgrade, and Next invoice on a date.

3. Confirm what will be removed

   If the new plan has lower limits than you use, the dialog warns you. Extra WhatsApp numbers are removed (disconnected numbers first, and the dialog lists them), and you're asked to remove extra team members or Unibox numbers. Tick I understand what will be removed to continue.

4. Confirm

   Click Confirm and pay (when you're charged) or Confirm change (when you get a credit). The page shows "Updating your subscription…" until Paddle confirms, usually within a few seconds, then "Your subscription was updated."

What to expect:

• Changes apply straight away. Your renewal date stays the same, and Paddle charges or credits the difference for the rest of the current period. A credit is used on your next invoices. It isn't paid back to your card.
• Switching to yearly starts a new yearly period today. You pay the yearly price minus a credit for the unused part of your current month. Your add-ons move to yearly billing with the plan.
• Your messages follow the new plan. You get the new plan's monthly messages minus what you've already used this period, so upgrading and then downgrading doesn't reset your usage. Messages from Extra 1,000 Messages add-ons stay on top.
• Yearly to monthly: a yearly plan can't switch to monthly from this page. Contact support and they'll switch it at your renewal.

If the confirmation takes longer than 90 seconds, you see "Your change was accepted. It can take a minute to show here – refresh shortly." Click Refresh before trying again.

Plan changes are paused while a payment has failed or a cancellation is scheduled. Update your card or click Keep my plan first.

Add-ons#

Add-ons extend a paid plan or a lifetime (AppSumo) plan:

Each add-on shows its price, "You have N" and, if Wbiztool gave you some for free, "(N included)". Included add-ons are never charged or removed from this page. For prices, see Pricing.

On the free trial or free plan, add-ons can't be bought: "Choose a plan first – add-ons are added to a paid plan."

Buy, change or remove add-ons#

1. Set the quantity

   Under Add-ons, use + and − to set how many you want to pay for (0 to 100). Click Reset to start over.

2. Review

   Click Review changes. The dialog shows the change, for example "Extra Team Member: 1 → 2", and Paddle's figures.

3. Confirm

   Click Confirm and pay or Confirm change.

Add-ons are billed with your plan and on its cycle ("Added to your Standard plan and billed monthly with it."). Like plan changes, adding one charges the rest of the period today, and removing one gives a credit for the unused time.

How Extra 1,000 Messages works:

• When you buy them or raise the quantity, the messages are added to the current period straight away. Usage shows the new total once the payment is confirmed.
• They renew with your plan's messages: when a monthly plan renews, and every 30 days on yearly billing and lifetime plans. Unused messages don't carry over.
• If you lower the quantity or remove them, you keep this period's messages. The lower amount applies from your next renewal.

With Extra WhatsApp Number, you can connect the extra numbers as soon as the purchase is confirmed. If you remove some and the workspace then has more numbers than it allows, the dialog warns you and lists the numbers that will be removed, disconnected numbers first. Tick I understand what will be removed to continue.

If you lower your Unibox numbers below what you use, the newest extra inbox numbers are turned off. Without any Unibox add-on, the workspace's inbox numbers stop.

Update your payment method#

Click Update payment method on the Current plan card. Paddle's page for your card opens in a new tab. The button is only shown once the workspace has paid through Paddle.

If you see "There is no payment account to open yet.", the workspace hasn't paid through checkout yet.

Payment failed#

If Paddle can't charge your card for a renewal, a red banner appears at the top of the page:

• "The last payment for your plan failed. Update your card to keep your plan – plan changes are paused until then."
• For add-ons billed separately: "The last payment for your add-ons failed."

Click Update payment method in the banner to fix your card. Paddle keeps retrying the payment.

While the payment is failing, your plan and WhatsApp numbers stay, but your messages aren't renewed until a payment goes through, and plan and add-on changes are paused. If the payment still fails after Paddle's retries, the plan ends. If you see "Your subscription has lapsed. Choose a plan below to continue.", buy a plan again.

Cancel your subscription#

1. Cancel

   On the Current plan card, click Cancel subscription.

2. Confirm

   In the dialog, click Yes, cancel. You see "Cancellation scheduled. Your subscription stays active until the end of the current billing period."

This cancels your plan and any add-ons. You keep everything until the end of the period you've paid for, and you aren't charged again. The Current plan card then says "Ends on" the date, followed by "– it won't renew."

To undo it before that date, click Keep my plan. You see "Your subscription will continue to renew."

When the paid period ends:

• The workspace moves to the free plan: the Free trial for the first workspace you created, or the Free plan with no messages for any other workspace. Messages left from the paid plan are removed.
• If you have more WhatsApp numbers than the free plan allows, the extra ones are removed. Connected numbers are kept first, then the most recently added.
• Without a Unibox add-on, the workspace's Unibox inbox numbers stop.

Cancelling doesn't refund the current period by itself. Refunds follow the Refund policy.

To delete a workspace, cancel its plan first and wait for the paid period to end. See Delete a workspace.

When you run out of messages#

When a workspace has no messages left in the current period:

• The dashboard shows "No messages left this period." with Get more messages.
• API requests are refused with Not enough credits. Bulk requests say how many messages were requested and how many are left. See API errors.
• Campaigns, reminders, Unibox replies and the other send screens refuse to send and say you're out of messages.
• Google Sheets triggers stop at the first row that can't be sent. The remaining rows are sent on the next change to the sheet after you have messages again.
• When an API request or a Google Sheets trigger is refused, the workspace's creator gets the email "Your Wbiztool Subscription Has Not Enough Credits" (if their email address is verified), at most once every 3 days for each workspace, plus a WhatsApp message to the phone number in their Profile.

To send again, upgrade to a larger plan (the new messages apply straight away), buy Extra 1,000 Messages (also added straight away) or wait until your plan renews. On the free plan, buy a plan.

Invoices and billing details#

• Invoices: past payments and invoice PDFs are in Settings → Payments. The Payment history link on the Current plan card goes there.
• Billing details: to put your business name, address and GST or VAT number on invoices, fill in Billing details.

AppSumo and lifetime plans#

If you bought Wbiztool on AppSumo, you activate the license from AppSumo. Wbiztool has no field to paste a license key.

1. Pick the workspace

   If you already have a Wbiztool account, log in and switch to the workspace that should get the lifetime plan. You must be an Owner of it.

2. Activate on AppSumo

   In your AppSumo account, activate your Wbiztool license. AppSumo sends you back to Wbiztool. If you aren't logged in, you're asked to log in or sign up first, and the license is applied right after.

3. Check the plan

   You land on Billing & plans with "Your AppSumo license is active on this workspace." It shows your AppSumo plan with a Lifetime badge, "Lifetime access." and when your usage limits reset.

The license isn't applied, and Billing & plans tells you why, when:

What to know about lifetime plans:

• The plan never expires. The tier's messages are given straight away and reset every 30 days.
• Each license applies to one workspace.
• The Plans section isn't shown, because your limits come from the license. To change tier, click Manage on AppSumo. The new tier is applied to the same workspace.
• You can buy Add-ons on top, including extra WhatsApp numbers and messages. Extra messages reset with your tier's messages every 30 days. For your first add-ons, choose Monthly or Yearly and go through Paddle's checkout. They're billed on a separate add-on subscription, which you can cancel with Cancel add-ons and keep with Keep my add-ons.
• If the license is refunded or deactivated on AppSumo, the workspace goes back to the free plan and its remaining messages are removed.
• AppSumo purchases don't appear in Payments. Find them in your AppSumo account.

Troubleshooting#

Related#

• Pricing
• Workspace settings, team members and roles
• Unibox inbox
• API keys
• Refund policy and Cancellation policy