In this article, we will show you how to manage Add-ons to customize your FileInvite Plan base on your needs.

πŸ“ 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

  • 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.

πŸ“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.

πŸŽ‰ Now the Add-ons are taken care of, time to request those docs! πŸŽ‰

πŸ˜“ Need a Hand? Let us sort it in the chat bubble 😎

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