Automatum

Billing Overview ​

Manage your Automatum subscription, payments, and invoices.

Subscription Plans ​

Starter Plan - $99/month ​

Ideal for: Solo ISVs and small teams getting started

Includes:

  • Up to 3 team members
  • 1 cloud account connection
  • 5 active listings
  • 10 private offers/month
  • Basic analytics
  • Email support
  • 14-day free trial

Professional Plan - $299/month ​

Ideal for: Growing companies with multiple products

Includes:

  • Up to 10 team members
  • Unlimited cloud accounts
  • Unlimited listings
  • Unlimited private offers
  • Advanced analytics
  • Priority support
  • Custom branding
  • API access
  • Slack integration
  • 14-day free trial

Enterprise Plan - Custom Pricing ​

Ideal for: Large organizations with complex needs

Includes:

  • Unlimited team members
  • Unlimited everything
  • Dedicated support manager
  • Custom SLA
  • SSO/SAML integration
  • Custom integrations
  • Audit logs
  • Data residency options
  • Onboarding assistance
  • Quarterly business reviews

Billing Cycle ​

Monthly Billing ​

  • Charged on the same day each month
  • Pro-rated for mid-cycle changes
  • Automatic renewal

Annual Billing ​

  • 20% discount vs monthly
  • Charged once per year
  • Locked-in pricing
  • Cancel anytime (no refund for remaining period)

Payment Methods ​

Accepted Methods ​

  • Credit cards (Visa, Mastercard, Amex)
  • Debit cards
  • ACH bank transfer (US only)
  • Wire transfer (Enterprise)
  • Invoice/PO (Enterprise)

Update Payment Method ​

  1. Go to Settings > Billing
  2. Click Payment Method
  3. Enter new card details
  4. Click Update

Failed Payments ​

If payment fails:

  1. Notification sent via email
  2. 3-day grace period
  3. Retry automatically
  4. Access restricted if unresolved

Invoices ​

View Invoices ​

  1. Go to Settings > Billing > Invoices
  2. View all past invoices
  3. Download PDF or CSV

Invoice Details ​

Each invoice includes:

  • Invoice number
  • Billing period
  • Plan details
  • Usage charges (if applicable)
  • Taxes
  • Payment status
  • Payment method

Invoice Settings ​

Configure invoice preferences:

  • Company name for invoices
  • Billing email address
  • Tax ID / VAT number
  • Address

Usage-Based Billing ​

Metering Events ​

If you exceed plan limits:

OverageCost
Extra team members$25/user/month
API calls over limit$0.001/call
Additional storage$0.10/GB/month

Monitor Usage ​

Track usage in Settings > Billing > Usage:

  • Current period usage
  • Historical trends
  • Projected overages
  • Alerts at 80%, 90%, 100%

Upgrading & Downgrading ​

Upgrade Plan ​

  1. Go to Settings > Billing
  2. Click Change Plan
  3. Select new plan
  4. Review pro-rated charges
  5. Confirm upgrade

Pro-ration: Credit for unused current plan applied to new plan.

Downgrade Plan ​

  1. Go to Settings > Billing
  2. Click Change Plan
  3. Select lower plan
  4. Review feature changes
  5. Confirm downgrade

Effective: End of current billing period.

Data Limits

If you exceed new plan limits, you may need to remove resources before downgrading.

Cancellation ​

Cancel Subscription ​

  1. Go to Settings > Billing
  2. Click Cancel Subscription
  3. Complete exit survey (optional)
  4. Confirm cancellation

After Cancellation ​

  • Access continues until billing period ends
  • Data retained for 30 days
  • Can reactivate within 30 days
  • After 30 days, data deleted

Data Export ​

Before canceling:

  1. Export all data
  2. Download reports
  3. Save configurations

Discounts ​

Available Discounts ​

DiscountAmountRequirements
Annual billing20%Pay annually
Startup program50%< 2 years old, < $1M revenue
Non-profit30%Registered non-profit
Education40%Educational institution

Apply Discount Code ​

  1. Go to Settings > Billing
  2. Click Apply Discount
  3. Enter discount code
  4. Click Apply

Tax Information ​

Tax Calculation ​

  • Taxes calculated based on billing address
  • US: Sales tax where applicable
  • EU: VAT based on country
  • Tax-exempt? Provide documentation

Tax Exempt Status ​

  1. Go to Settings > Billing
  2. Click Tax Information
  3. Upload exemption certificate
  4. Status updated within 2 business days

VAT/GST ​

For international customers:

  • Enter VAT/GST number in billing settings
  • Reverse charge applied where applicable
  • VAT receipts available for download

Enterprise Billing ​

Custom Agreements ​

Enterprise customers can negotiate:

  • Custom pricing
  • Volume discounts
  • Multi-year commitments
  • Payment terms (Net 30, 60, 90)
  • Purchase orders

Procurement Support ​

We support common procurement processes:

  • W-9 forms
  • Vendor registration
  • Security questionnaires
  • SOC 2 reports
  • BAA agreements (healthcare)

Contact Sales ​

For Enterprise billing:

Refunds ​

Refund Policy ​

  • 30-day money-back guarantee for new subscriptions
  • No refunds for annual plans after 30 days
  • Pro-rated refunds at company discretion
  • Marketplace fees non-refundable

Request Refund ​

  1. Contact support@automatum.io
  2. Provide account email and reason
  3. Refunds processed within 5-10 business days

Billing API ​

Get Current Subscription ​

bash
GET /api/billing/subscription
Authorization: Bearer YOUR_API_KEY

Get Invoices ​

bash
GET /api/billing/invoices
Authorization: Bearer YOUR_API_KEY

Get Usage ​

bash
GET /api/billing/usage?period=current
Authorization: Bearer YOUR_API_KEY

FAQ ​

Q: Can I switch between monthly and annual billing? A: Yes, you can switch anytime. Annual subscriptions cannot be converted mid-term.

Q: What happens if I exceed my plan limits? A: You'll receive a notification and can upgrade or pay overage charges.

Q: Do you offer refunds? A: Yes, within 30 days for new subscriptions. Contact support.

Q: Can I get a receipt for my purchase? A: Yes, invoices/receipts are available in Settings > Billing.

Q: Do you support multiple billing contacts? A: Yes, add additional billing contacts in billing settings.

Need Help? ​

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