In this article, we will show you how to manage Add-ons to customize your FileInvite Plan base on your needs.
📝 Note: A Prorated charge will apply when activating your Add-ons in the middle of your billing cycle.
Additional Users are also automatically billed when you add them under Settings > Team
See our other guides:
Choose/Change your pricing plan here
Prorated charges on your Bill here
Updating Payment information here
In this guide:
Learn how to enable/disable the Mortgage Add-on
How to manage additional Invites and SMS
1. Click on Settings then Plans & Billing located on the navigation panel on the left side of the dashboard
2. Click on the Manage Button under Active Add-Ons
3. Enabling/Disabling the Mortgage Add-on is done through the checkbox. Use the plus and minus buttons to add or reduce additional Invites and SMS respectively.
📝Note: Mortgage Add-on is added per User. If you want 3 Users to have Mortgage Add-on, you need 3 subscriptions.
4. Review the changes and as soon as you're finished, click on Update.
🎉 Now the Add-ons are taken care of, time to request those docs! 🎉
😓 Need a Hand? Let us sort it in the chat bubble 😎