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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 emailed automatically and accessible in Settings, then Billing, then Invoice History.

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.

Failed Payments​

If your payment fails, CustomerFlows retries automatically at 24 hours, 48 hours, and 72 hours. You'll receive an email notification after the first failure.

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

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 credit card is not charged during the 14-day free trial. The first charge occurs when the trial ends and you select a plan (or if you select a plan before the trial ends).

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.