Billing & Subscription

The Billing section lets you manage your Goldilocks subscription, update payment methods, and access invoices.

Accessing Billing

1. Click your account menu (usually top-right)
2. Select Settings
3. Click Billing or Subscription

Or navigate directly to Settings > Billing.

Your Current Plan

Plan Overview

See your current subscription:

• Plan name - Free, Pro, Enterprise, etc.
• Price - Monthly or annual amount
• Billing cycle - When you're charged
• Next renewal - Date of next charge

Plan Limits

Each plan includes:

• Conversation limits
• Message limits
• Storage allocation
• Team member seats
• Feature access

Compare to your usage to ensure you're within limits.

Changing Plans

Upgrade

To upgrade your plan:

1. Go to Settings > Billing
2. Click Change Plan or Upgrade
3. Select your new plan
4. Review changes and pricing
5. Confirm upgrade

What happens:

• New features available immediately
• Pro-rated charge for the difference
• New limits apply right away

Downgrade

To downgrade your plan:

1. Go to Settings > Billing
2. Click Change Plan
3. Select a lower plan
4. Review what you'll lose
5. Confirm downgrade

What happens:

• Downgrade takes effect at period end
• Keep current features until then
• May need to reduce usage to fit new limits

Cancel Subscription

To cancel:

1. Go to Settings > Billing
2. Click Cancel Subscription
3. Select reason (optional)
4. Confirm cancellation

What happens:

• Service continues until period end
• No further charges
• Data retained for [X days] after cancellation
• Can reactivate before data deletion

Payment Methods

Add Payment Method

1. Go to Settings > Billing
2. Find Payment Methods
3. Click Add Payment Method
4. Enter card details
5. Save

Update Payment Method

1. Find your current payment method
2. Click Edit or Update
3. Enter new details
4. Save

Set Default Payment

If you have multiple methods:

1. Find the method to make default
2. Click Set as Default
3. This card will be charged for renewals

Remove Payment Method

1. Find the payment method
2. Click Remove
3. Confirm

Invoices

View Invoices

1. Go to Settings > Billing
2. Find Invoices or Billing History
3. See list of past charges

Download Invoice

1. Find the invoice
2. Click Download or the PDF icon
3. Invoice downloads as PDF

Invoice Details

Each invoice shows:

• Invoice number
• Date
• Amount charged
• Payment method used
• Line items (plan, extras)

Billing Issues

Failed Payment

If payment fails:

1. You'll receive an email notification
2. Update your payment method
3. Retry the payment
4. If not resolved, service may be suspended

Disputed Charge

If you don't recognize a charge:

1. Check your invoice history
2. Review what the charge was for
3. Contact support if unclear
4. We'll investigate and resolve

Refunds

Refund policy:

• Pro-rated refunds for annual plans
• No refunds for monthly plans (cancel instead)
• Contact support for special circumstances

Enterprise Billing

Enterprise customers have additional options:

Invoice Payment

Pay by invoice instead of card:

• Net 30 payment terms
• PDF invoices sent
• Wire transfer or check accepted

Custom Contracts

Negotiate custom terms:

• Volume discounts
• Custom SLAs
• Dedicated support

Contact sales@goldilocks.chat for enterprise inquiries.

FAQ

When am I charged?

• Monthly plans: Same day each month
• Annual plans: Annually on signup date

Can I switch between monthly and annual?

Yes. Switching to annual typically saves money. Contact support to arrange.

What happens if I exceed limits?

Depending on your plan:

• Soft limits: Warning notifications
• Hard limits: Service may be restricted
• Overages: May be charged for excess usage

How do I get a receipt for my company?

Download invoices from the billing page. They include all necessary tax information.

Contact

For billing questions:

• Email: billing@goldilocks.chat
• Use in-app support chat
• Check our billing FAQ