Balance XO subscriptions are billed monthly through Stripe. This policy explains how plan changes, cancellations, and billing corrections are handled.
Trial
New businesses may begin a 14-day trial on a selected plan after the business owner completes Stripe checkout and provides a valid card. Nothing is charged at trial signup. Unless canceled before the trial ends, the selected monthly plan begins automatically and Stripe charges the saved card.
Plan changes
Business owners can change plans through the secure Stripe billing portal. Upgrades and downgrades may generate prorated charges or credits based on the remaining time in the current billing period. The amount is shown before confirmation.
Cancellation
You may cancel from Admin & Billing by opening the Stripe billing portal. Unless stated otherwise during cancellation, access continues through the end of the already-paid billing period and the subscription will not renew. Canceling does not automatically delete business data.
Refunds
Monthly subscription charges are generally non-refundable once a billing period begins. We will review duplicate charges, incorrect charges caused by a technical error, and refunds required by applicable law. Submit a request promptly with the billing email and relevant invoice information.
Failed payments
If a payment fails, Stripe may retry the payment and notify the billing contact. Balance XO may become read-only or unavailable until billing is restored. Business owners can update payment information through the billing portal.
Billing assistance
For a billing correction or cancellation question, email support@balancexo.com. Do not send full card numbers or other sensitive payment credentials.