Your XBert subscription has two separate fees:
A per-user fee for you and your staff using XBert.
A plan for each client, which depends on how much of XBert you want working on that client.
This article covers how those come together when you check out.
For a client with a connected ledger, XBert works out the plan from that client's activity volume - the number of journal entries processed for them.
Note: You cannot choose a different Financial AI plan for a client.
For how the Financial AI plan fees themselves work, including how a client's activity decides which plan they land on, read more here: Understanding XBert Pricing
Where you start: your Client Plans page
Go to Settings, then under Clients select Plans.
Everything to do with paying for clients starts here. Each client has a row showing their activity, their plan, what it costs, and what to do next.
In the Plan column you will see one of three things for each client:
A green tick, meaning there is nothing to pay or action for this client.
A tick box showing the plan and an Upgrade button, for example Upgrade to Micro. This is a client whose trial has not been paid for yet. Click Upgrade on their row to activate and pay for them.
To handle several at once, use Select All, and then Review selected Clients at the top of the Plan column.
An Unlock button, if the client file has locked because a trial ended or it has not been paid for. Clicking Unlock takes you through the same checkout steps below.
đ See: How To: Unlock a File
Step 1: Review
This screen shows exactly what you are about to pay for, before any charge is made.
If this is the first time you are activating clients, it is headed Review your activation and leads with Activate [client name]. If you are already on a paid plan and adding more clients, it uses review and upgrade wording instead.
Either way the rest of the screen works the same.
The clients being activated are listed by name at the top.
Users shows how many users you have and what they cost. If your plan includes free user places, they appear as (inc N Free) and only the extras are charged.
Client plans are grouped by plan name, showing how many files fall into each and what they cost. The column matches your account's billing frequency, so you will see either Paid per month or Paid annually.
Subtotal, any Coupon discount, and the Total.
Because a client is switched on straight away, you only pay a pro rata amount today - the remainder of your current billing period rather than a full one. Your billing period starts when your account is created, so this applies to your first activation as well.
Once you are on a paid plan and add clients later, the Subtotal and Total are labelled (pro rata) for the same reason.
Prices shown here exclude GST. GST is added at checkout.
Fast-Track Quality Sessions
They can be added here as a one-time charge.
The Add to plan button is greyed out until you have enough connected clients to qualify - hover over it to see the minimum.
Click Learn more for what the programme includes, or Remove if you change your mind
Step 2: Confirm & pay
If you already have a card on file, you will see the card's last four digits and a note that it will be charged immediately.
The screen splits the amounts into:
Charged today - the amount being taken now.
On your next invoice - what will appear on your next consolidated invoice, with the date it is sent. Click see statement for the breakdown.
If you have not paid before, you will be asked for your billing details first: street address, city, state or province, post or zip code, country, and a billing email address.
Click Pay [amount] now to complete the purchase.
Once it succeeds, click Done.
If you added Fast-Track Quality Sessions, you will also see a link to book your first session.
After you pay
Your card is charged and an invoice is emailed to you. From then on you are charged each billing period at the frequency your account is on.
To see past invoices, go to Settings, then Billing and Payment under Organisation, and choose View Invoices.
đ See: How to: View Your Invoices
Need help?
If you have any questions, our support team is here to help!
Reach out via the chat widget on the bottom left of your XBert screen (Help), or email us at support@xbert.io