Wealthbox makes it easy for account owners to manage billing details directly from their accounts. This guide walks you through how to access invoices, update payment methods, and manage billing information for your firm.
See also:
Billing details
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Wealthbox accounts are billed per user, per billing cycle, at the subscription rate across the entire account. No account level includes or limits users or seats.
See: Wealthbox Pricing - Plan levels are account-wide and cannot differ among users or workspaces.
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Charges on your credit card statement may appear as either Starburst Labs or Wealthbox.
Downloading invoices
The account owner can download invoices directly in Wealthbox. To do so:
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Log in to Wealthbox.
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In the top-right corner, click the three stacked dots (⋮) and select “Settings.”
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Click on Billing.
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On the Billing page, you'll see options for Previous Invoices and Next Invoice. Click the View button next to the invoice you’d like to download or print.
Payment method
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Only one payment method is supported per Wealthbox account.
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Wealthboxes' acceptable payment methods include: credit card or ACH.
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If you wish to set up ACH payments, please contact our support team at support@wealthbox.com.
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The current account owner can update billing information, including the payment method, on the billing page in Wealthbox. To do so:
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Log in to Wealthbox.
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In the top-right corner, click the three stacked dots (⋮) and select “Settings.”
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Click on Billing.
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Changing the Account Owner
Common Questions
Q: How can I view my invoices?
A: Go to the three stacked dots (⋮) → Settings → Billing → click View next to the invoice you want to view/print.
Q: Are invoices emailed monthly?
A: No, it is not possible to automatically send paid invoices via email. However, the account owner can download copies of your firm’s invoices directly from their login in Wealthbox.
Q: Can I have more than one payment method for my Wealthbox account?
A: No, only one payment method is supported per Wealthbox account. Payment splitting must be handled at the group level.
Q: How do I set up ACH payments?
A: Please email us at support@wealthbox.com for assistance.
Q: How does my monthly billing change if I add or remove users or change my plan?
A: We’ll prorate your monthly billing based on the date of the change within the billing period. Your next invoice will reflect the prorated charges.
Q: Who can update billing information?
A: Only the current account owner can update billing details and payment information.
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