Billing & Subscriptions

How RepOtz subscriptions, billing, and payment tracking work.

Plans

RepOtz offers three plans: Basic, Pro, and Agency. The limits for each plan (Businesses, Locations, Campaigns, etc.) are displayed dynamically on the website, based on the plan configuration which is the source of truth.

In the dashboard, each management screen (Businesses, Locations, Campaigns) displays a usage gauge (for example “1/1”). When your plan limit is reached, the add button is hidden and replaced by an invitation to upgrade: you can still view and modify existing items, but creating a new item requires upgrading. This way you are notified before hitting any hard limit.

The Billing page displays your current plan and a comparison of offers (monthly/annual, with annual providing 2 free months), so you can see at a glance what each plan includes. You can change plans directly from this page:

• During the trial (before any paid subscription): the change is immediate and free; your new plan applies right away and will be the one billed at conversion.
• With an active subscription: the change is made via the secure payment portal (Stripe), where you confirm the new plan. In case of an upgrade (higher plan, or switching from monthly to annual), the new plan applies immediately and the prorated difference for the period already paid is billed and charged right away; your renewal date does not change. In case of a downgrade (lower plan, or switching from annual to monthly), you keep your current plan until the end of the period already paid; the new plan (and its pricing) takes effect at renewal, with no partial refund.
• Trial ended or subscription expired: your plan card displays a “Reactivate this plan” button which opens the secure payment page (Stripe) directly to subscribe. Choosing a different plan in this state also leads to payment. As long as the subscription is not reactivated, your public collection pages are paused (see the public funnel guide).

You do not need to be on the Billing page to get going again: as soon as billing is no longer live (trial ended, subscription expired, or a failed payment), the sidebar permanently displays a “Reactivate my subscription” button, visible from any dashboard page. It opens the secure payment page for your plan; if a subscription already exists with a failed payment, it opens the billing portal so you can update your payment method.

Subscription lifecycle

1. Trial for 14 days with no card required (see the Accounts & authentication guide). During the trial, the sidebar menu permanently displays “End trial and activate my subscription”, and your plan card on the Billing page offers the same button to open the secure payment page (Stripe).
2. Conversion: adding a payment method, the paid subscription starts. The payment page requests your billing address (required for automatic tax calculation) and a promo code can be entered (if valid, the discount applies automatically).
3. Automatic renewal according to the frequency you chose.
4. Plan change possible: upgrade applied and billed immediately (prorated), downgrade applied at the end of the current period.

Billing

Stripe is the single source of truth for billing. The dashboard displays one line per transaction, with a link to the invoice hosted by Stripe - there is no locally generated invoice. The name appearing on your bank statement is RepOtz Inc.

The “Payments and invoices” button on the Billing page opens the secure Stripe portal: payment method updates, invoice history, and subscription management happen directly there.

Taxes

Prices displayed on the website are tax-exclusive. Applicable taxes are calculated automatically at payment time, based on your billing address:

• Quebec customers: GST (5%) and QST (9.975%) are added to your plan price.
• Other Canadian provinces and other countries: taxes in force in your jurisdiction apply if applicable.

Tax details (amounts and rates) appear on each Stripe invoice, as well as RepOtz’s GST and QST registration numbers. If you are a business, you can enter your own tax number during payment: it will appear on your invoices.

Offline payment

For cases that do not go through online card payment, an offline payment is possible via a Stripe invoice sent by email (Stripe Invoicing).

Payment failures

In case of a recurring payment failure, an automatic dunning sequence is triggered, and the customer is invited to update their payment method.

Note: Repeated payment failures are a known case and handled by the team.

Frequently asked questions

Q. Where can I find my invoices? A. In the dashboard, each transaction links to its invoice hosted by Stripe.

Q. What name appears on my bank statement? A. RepOtz Inc.

Q. My payment failed, what happens? A. An automatic dunning notice is sent and you can update your payment method. This case is handled by the team if needed.

Q. Can I change plans? A. Yes, from your subscription area. An upgrade applies immediately: the prorated difference for the period already paid is billed right away, and your renewal date does not change. A downgrade takes effect at the end of the period already paid: you keep your current plan until renewal, with no partial refund.

Q. If I upgrade to a higher plan, do I have to pay right away? A. Yes, only the difference between the two plans, calculated prorated for the time remaining in your current period. The full price of the new plan applies at the next renewal.

Q. If I downgrade to a lower plan, do I get a refund? A. No. You keep all the features of your current plan until the end of the period already paid, then the lower plan (and its reduced pricing) takes effect at renewal.

Q. Do prices include taxes? A. No, prices displayed are tax-exclusive. Applicable taxes (for example GST and QST in Quebec) are added automatically at payment based on your billing address, and itemized on your invoice.

Q. Can I have my tax number appear on my invoices? A. Yes, a “tax number” field is offered during payment; the number entered will then appear on your invoices.