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Billing and Invoices

All billing is managed from Settings, then Billing. This page covers payment methods, invoices, WhatsApp messaging charges, and common billing questions.

Payment Methods​

CustomerFlows accepts major credit and debit cards (Visa, Mastercard, American Express, Discover). Payments are processed through Stripe.

To update your payment method:

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

The new card is used for all future charges. Previous invoices remain associated with the card that was charged at the time.

Monthly Invoice​

Your invoice is generated on your billing date each month and includes:

Line ItemDescription
Plan subscriptionYour tier (Starter, Growth, or Scale) at the monthly rate
WhatsApp messaging (included)Messages sent within your plan's included allowance -- $0
WhatsApp messaging (overage)Messages beyond the allowance at $0.005 per message
TotalSubscription + overage

Invoices are always accessible in Settings, then Billing, then Invoice History. Stripe can also email invoice and receipt notices to the billing contact on file when customer emails are enabled in Stripe.

Billing Email Notices​

Stripe sends subscription emails to the billing contact saved on your workspace. Depending on your Stripe customer email settings, that can include:

  • trial ending reminders
  • invoice and payment receipts
  • failed payment notices
  • cancellation confirmations

If you are not seeing those emails, confirm the billing email in Settings, then Billing, and ask support to verify the Stripe email settings for your workspace.

WhatsApp Messaging Billing​

WhatsApp messaging appears as a separate line item on your invoice. Only outbound template messages (utility and marketing categories) count toward your allowance. Inbound service conversations are always free.

Example invoice with no overage:

Growth Plan:              $149.00
WhatsApp: 847 / 5,000:     $0.00
Total:                    $149.00

Example invoice with overage:

Growth Plan:              $149.00
WhatsApp: 5,000 / 5,000:   $0.00
WhatsApp overage (312):     $1.56
Total:                    $150.56

To prevent overage charges, set a spending cap. See WhatsApp Spending Caps.

If CustomerFlows blocks a WhatsApp template send, check the WhatsApp billing page first. Common reasons are:

ReasonWhat to do
Payment method requiredAdd or update the workspace payment method before sending paid template messages
Spending cap exceededRaise the cap, wait for the next billing cycle, or send after the customer messages you again
WhatsApp account not activeReconnect or finish WhatsApp setup before sending

Failed Payments​

If your payment fails, Stripe retries the subscription according to the retry rules configured for CustomerFlows. The billing contact on file receives failure notices when Stripe customer emails are enabled.

During retry period: Your account remains fully active.

After 3 failed retries: Your account moves to read-only mode. The AI chatbot pauses and new leads stop being captured. Update your payment method in Settings, then Billing to reactivate immediately.

Cancellation​

To cancel your subscription:

  1. Go to Settings, then Billing
  2. Click Cancel Subscription
  3. Confirm cancellation

Stripe shows the final cancellation confirmation inside the billing portal. When Stripe customer emails are enabled, the billing contact also receives a cancellation notice by email.

Your account remains active until the end of your current billing period. After that, it enters read-only mode for 30 days (you can still log in and export data). After 30 days, data is permanently deleted.

You can reactivate at any time during the read-only period by choosing a plan in Settings, then Billing. All data is restored immediately.

See Account Cancellation for full details.

FAQ​

When am I first charged? Your first charge follows the plan and trial terms shown at checkout. If your workspace includes a 14-day trial, Settings, then Billing shows the trial end date, billing contact, and plan scheduled after the trial. Stripe can also send a trial-ending reminder to the billing contact before that first charge when trial reminder emails are enabled.

Can I get a refund? CustomerFlows does not offer prorated refunds for partial months. If you cancel mid-cycle, you retain access until the end of the billing period.

How do I get a copy of my invoice for tax purposes? All invoices are available in Settings, then Billing, then Invoice History. Each invoice includes your company name, address, and a detailed breakdown suitable for accounting and tax records.

Does CustomerFlows add markup to WhatsApp messaging costs? No. The $0.005 per message overage rate is Meta's cost passed through at cost with zero markup.

Need help with billing? Email billing@customerflows.com.