Managing billing
You can access your billing settings from Settings in the left sidebar.
Payment is only charged at checkout, after all plan information has been entered and documents have been reviewed. Nothing is charged partway through.
Checkout options
When you check out for a plan, you can pay with:
A credit card on file
A new credit card
Plan credit
Plan credits and prepayment
Plan credits let you prepay for trust-based or will-based plans and apply them as plans come in, rather than paying for each plan individually at checkout. Purchasing credits in bulk also comes with a discount.
You can purchase credits from the Plan Packages button in the left sidebar.
Plan package pricing
5-pack: approximately 5% off per plan
10-pack: approximately 10% off per plan
Credits are valid for 5 years, so there's no pressure to use them right away
Recommended strategy
If you know you'll be writing multiple plans, buying a 10-pack locks in the biggest discount. You can then apply those credits as plans come in over time rather than paying full price plan by plan.
A few note on client-paid plans: The payment options above apply when you're paying for a plan yourself. When you send your client a review and payment link instead, they pay by card directly, and they'll need to enter a new card each time. Saved cards and cards on file aren't available on the client payment page. Plan credits also don't carry over to client-paid checkout.
See Advisor-Driven vs Client-Driven Paths to learn more about the different paths and Client Access options.
Here is a video explaining payment methods: