Finding Your Billing Tab
Your Billing tab is where you can view your current plan, manage your payment methods, and access receipts and invoices. Here's how to get there:
Step 1: Click the gear icon (Settings) in the bottom-left corner of BrokerBot, or navigate to Settings from the sidebar.
Step 2: In the Settings sidebar, scroll down to the "Team" section.
Step 3: Click "Billing" (shown with a credit card icon).
Note: The Billing tab is only visible to team administrators. If you don't see it, contact your team admin.
Viewing Your Current Plan
On the Billing page, you'll see a "Current Plan" card that shows:
Your plan name (e.g., Team, Solo, Brokerage, Enterprise, or Pay As You Go)
Your monthly price
Plan status (Active or Inactive)
Plan features including seat count and monthly message credits
Managing Your Billing (Receipts, Invoices & Payment Methods)
To access your receipts, invoices, and payment methods:
Step 1: Go to Settings → Billing (see above).
Step 2: Click the "Manage" button in the top-right corner of the Current Plan card.
Step 3: This opens the Billing Portal where you can:
View and download receipts for all past charges (including annual fees)
View invoices and payment history
Update your credit or debit card on file
Change your billing address
Manage your subscription details
How to Find a Specific Receipt
If you're looking for a receipt for a specific charge (e.g., an annual fee):
Step 1: Navigate to Settings → Billing → Manage.
Step 2: In the Billing Portal, look for your Invoice History or Payment History section.
Step 3: Find the charge by date and click to view or download the receipt as a PDF.
Updating Your Payment Method
Step 1: Go to Settings → Billing.
Step 2: Click the "Manage" button.
Step 3: In the Billing Portal, locate your current payment method.
Step 4: Click "Add Payment Method" to enter new card details including:
Card number
Expiration date
CVV / Security code
Billing address (if prompted)
Step 5: Click "Add" to save your new payment method.
Still Having Trouble?
If you continue to experience issues with billing, receipts, or payments, please reach out to our support team at [email protected]