Squarebox
  • Welcome to Squarebox Docs!
  • 🗒️Onboarding Procedure
    • Prerequisites for Onboarding
    • How to Sign Up for Squarebox
    • Connecting Whatsapp
    • Meta Business Verification
    • Messaging Limits & Quality Ratings
  • 👥Customers & Segments
    • Custom Columns
    • Importing Customers
    • Customer Details
    • Search and Filter
    • Column Customization
    • Bulk Actions
    • Segments
  • 📔Templates
    • WhatsApp Templates
    • Template Library
  • Automations
  • 🖼️Media Library
    • Assets
    • Dynamic Image Generation
    • Layouts
  • 📤Campaigns
    • Basic Campaigns
    • Campaigns with Rules
    • Retargeting Campaigns
    • Campaign Status and Performance
    • Use Cases for Campaigns
  • 🗣️CHat
    • Key Features
    • User Roles & Permissions
    • How Chats Work
    • Chat search
  • 🔗Integrations
    • Google Sheets Integration
  • 📍Others
    • Team Management
    • Plan & Billing
    • Profile & Business Details
    • Notifications
  • Test team
  • Advanced Preferences
  • Knowledge Base
  • Automations and triggers
    • Overview
    • Auto Messages (Trigger-Based Automations)
    • Performing Internal Actions
    • Exit Conditions and Real-Time Use Cases — Education & Real Estate
    • Page
Powered by GitBook
On this page
  • Overview
  • Key Features
  1. Others

Plan & Billing

Overview

The Plans & Billing module in Squarebox helps businesses manage their subscriptions, billing cycles, and credits. It ensures seamless renewals, clear tracking of usage, and provides options for upgrades and downgrades. With a centralized balance system, businesses can use credits for subscriptions and messaging.

Key Features

1. Subscription Plans

Squarebox offers flexible subscription plans to cater to businesses of all sizes.

  • Basic Plan: ₹7,499 per quarter

    • Supports up to 5 users.

  • Pro Plan: ₹14,999 per quarter

    • Supports up to 10 users.

Discounts:

  • Yearly Discount: Get 20% off on annual subscriptions.

  • Free Trial: New businesses receive a 7-day free trial.

2. Central Balance

The central balance acts as a wallet from which all usage (e.g., messaging costs) and subscription fees are deducted.

Features:

  • Recharge Anytime: Add credits as needed to avoid interruptions.

  • Low Balance Alerts: Notifications are sent 3 days before renewal if the balance is insufficient.

Screenshot: Add Credit to Balance Quickly recharge your wallet with pre-defined or custom amounts.

Notifications:

  • In-App Alerts: A visible low-balance banner.

  • WhatsApp & Email: Notifications sent daily until renewal.

3. Renewal Process

Subscription renewals are automatic using the central balance.

  • Grace Period: A 5-day window is provided after the due date to recharge the balance.

    • The platform remains accessible during this period.

  • Failure to Recharge:

    • After the grace period, access to the platform is temporarily restricted until payment is completed.

6. Adding Balance

To avoid service interruptions, businesses can manually add credits to their central balance.

Steps to Add Balance:

  1. Go to the Plan & Billing section.

  2. Click on Add Credit Balance.

  3. Choose a recommended amount (₹1,000, ₹2,000, or ₹5,000) or enter a custom amount.

  4. Taxes (18% GST) are automatically calculated.

  5. Proceed to payment.

Screenshot: Adding Credit with GST Breakdown A simple breakdown of balance top-up and applicable taxes.


7. Failed Payments

If auto-renewal fails due to insufficient balance:

  1. Notifications are sent daily during the grace period.

  2. After 5 days, access to the platform is temporarily restricted.

  3. Businesses can regain access by recharging the balance.


8. Usage Transactions

Track all credit usage, including subscription renewals and messaging costs.

  • See individual transaction IDs for reference.

  • Analyze transaction status (e.g., partial sync or failure).

  • Download invoices for records.

PreviousTeam ManagementNextProfile & Business Details

Last updated 6 months ago

📍