Getting started with QuoteCloud

Plans, invoices and payments, sorted on your phone

Billing & Plans shows your plan, seats, invoices and usage in one place, and changing plan or paying an invoice takes a few taps.

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In QuoteCloud Mobile, Settings, Plan & billing shows your plan, renewal date, seats, invoices, upcoming invoice, spending and usage. Change plan walks through plans, add-ons and a review with the exact amount due today, then card or bank-transfer payment. Unpaid invoices can be paid by card, or the bank details copied.

Last reviewed by the QuoteCloud team

Illustration with sample data: Halden Climate Co. changes plan on the phone. Billing and Plans shows the Essentials plan, monthly, next renewal and 6 of 8 seats, invoices, usage and Change plan. The plan list has a Monthly and Annual switch and the Starter, Essentials and Business plans. Business lists what it adds. Review shows the amount due today with a discount code field. Billing setup takes billing contacts and the card, and Confirm and subscribe ends on a success tick.

Illustration · sample data

How do you change plan on a phone?

  1. Pick a plan

    Monthly or Annual, then the plan. Your current plan is marked.

  2. Check the features

    Each plan lists what it adds to the one before.

  3. Add-ons

    Keep, remove or add add-ons for the new plan.

  4. Review

    The exact amount due today, with a discount or referral code field.

  5. Pay

    Card, or bank transfer with an invoice to pay. Nothing is charged until you confirm.

Upgrade between jobs, see the price first

Halden Climate Co. needs approvals for its commercial quotes, so the director moves from Essentials to Business. Review shows what's due today before anything is charged. A move to a smaller plan is scheduled for the next renewal instead of charged.

Sample business from our HVAC pages. Figures are illustrative; prices exclude any applicable taxes.

Compare plans and prices

Illustration with sample data: Halden Climate Co. changes plan on the phone. Billing and Plans shows the Essentials plan, monthly, next renewal and 6 of 8 seats, invoices, usage and Change plan. The plan list has a Monthly and Annual switch and the Starter, Essentials and Business plans. Business lists what it adds. Review shows the amount due today with a discount code field. Billing setup takes billing contacts and the card, and Confirm and subscribe ends on a success tick.

Illustration · sample data

An unpaid invoice? Pay it in a minute

Invoices lists every invoice with Pay Now on unpaid card invoices. Each one shows its issue and due dates and status, and downloads as a PDF invoice or receipt. Paying charges your primary card first, then any backup cards, with card verification on the page when your bank asks for it.

Accounts that pay by bank transfer see the bank details and the reference to use, with Tap a row to copy it and a button to send remittance advice.

Illustration with sample data: Invoices lists Halden Climate Co.'s invoices with one unpaid and a Pay Now button. The invoice shows Issued, Due and Unpaid with Download invoice. Pay Now shows the amount due and the card on file; Pay charges it and the result reads Invoice paid. For accounts paid by bank transfer, the bank details are listed instead, and tapping a row copies it.

Illustration · sample data

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What else is in Billing & Plans?

  • Usage and spending

    Documents used against your plan's allowance, API documents, storage, and monthly spending with a three-month average.

  • Upcoming invoice

    What the next invoice is projected to be, line by line.

  • Payment methods

    Primary and backup cards, account credit applied before card charges, and a retry button if a payment failed.

  • Billing emails

    Up to 25 addresses that receive invoices and payment notices.

  • Add-ons

    Active add-ons with their tier, price and start date, and a confirmed unsubscribe.

  • Pause or cancel

    Tell us why, then pause, move to the Free plan or cancel at the end of the period. Resume any time.

More of QuoteCloud Mobile

Every part, each with a phone you can tap.

Questions about billing on mobile

Can I upgrade my QuoteCloud plan on my phone?

Yes. In Settings, Plan & billing, tap Change plan. Choose monthly or annual and a plan, review add-ons, and the review shows the exact amount due today before you pay by card or bank transfer.

Can I pay a QuoteCloud invoice on my phone?

Yes. Open Invoices and tap Pay Now on an unpaid invoice. It charges your card on file, or you can use a different card. Accounts paying by bank transfer see the bank details to copy.

Can I download invoices on mobile?

Yes. Open an invoice and tap Download invoice, or Download receipt once it's paid. Both are PDFs.

Who can change billing on a phone?

The same people as on desktop: changing plan, add-ons, pausing or cancelling needs permission to manage subscriptions, and paying invoices or editing cards needs billing permission. Others see who to ask.

What happens if my trial ends while I'm on my phone?

QuoteCloud Mobile shows that your trial has ended and that the account continues on the Free plan's limits, with a button to browse plans and subscribe.

More QuoteCloud Mobile questions

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