Skip to content
SetMore AI
Help center

Account · 1 min read · Updated September 11, 2026

Billing

When you are charged, changing plan, adding sub-account seats, invoices, promo codes, cancelling, and who can see billing.

When you are charged

Every plan is charged the day you subscribe, monthly, or yearly if you chose annual on Business or Agency. Starter and Outbound are monthly only. There is no trial and no setup fee. Your dedicated number is included in the price and is set up as soon as the first payment goes through.

The billing page showing the current plan, renewal date, seats and the button that opens the billing portal.
Billing. Everything with money on it is one click from here.

Managing your subscription

The billing screen opens a secure portal where you can download invoices, update your card, change plan, add or remove sub-account seats, and cancel. If your subscription is already live and you press upgrade, you are sent into that portal rather than a second checkout, which is what stops an account being charged twice.

  • Moving to a plan that no longer covers something you use, such as seats or an outbound line, is refused until you remove it.
  • Cancelling keeps your access to the end of the period you paid for. The setter stops when the plan ends.

Promo codes

Enter a promo code at checkout. A code applies to the plan and term it was issued for and each one can be used once per account.

Who can see billing

Only owners and admins can open billing or change a subscription. Other members of the workspace do not see the screen. Sub-accounts are free; a SetMore number for a client is $149 a month, billed to your agency, and you set your client's price; the client sees only what you charge them.

Questions people ask

Can I get a refund?
Charges are for the period ahead and are not refunded, but you keep access until that period ends. Email support if a charge looks wrong.
Do seats get the annual discount?
No. A client's SetMore number is $149 a month whatever term the agency plan is on.