Billing & Subscriptions
Manage your GoRefer subscription, view invoices, and control your plan — all from the Billing dashboard.
Subscription Plans
| Plan | Annual Price | Best For | Preparers | GIO Credits | Key Features |
|---|---|---|---|---|---|
| Growth | $2,499/yr | Growing firms ready to scale referrals | Up to 3 | 500 credits/yr | Referrals, intake, commissions, GIO AI, leaderboards, competitions |
| Scale | $4,999/yr | Established firms wanting full automation | Up to 8 | 1,500 credits/yr | Everything in Growth + FlowBuilder, FirmIQ, ConnectHub — includes 14-day trial |
| Enterprise | $9,999/yr | Large or multi-location firms | Up to 20 | 4,000 credits/yr | Everything in Scale + white-glove onboarding, dedicated support, custom SLA |
All plans are billed annually. Scale plan includes a 14-day free trial.
Managing Your Subscription
- Upgrade or downgrade your plan at any time from Billing → Subscription
- Pro-rated charges apply when upgrading mid-year
- Downgrade takes effect at the start of your next annual term
- Cancel any time — access continues until the end of your annual period
- Reactivate a cancelled subscription at any time before data expiry
Invoices
All invoices are available in Billing → Invoices. You can view, download, and print any invoice.
- Itemized invoice for every billing cycle
- PDF download available for each invoice
- Invoice history going back to account creation
- Automatic invoice email on each billing date
Payment Methods
- Credit and debit cards accepted (Visa, Mastercard, Amex)
- ACH bank transfer for Enterprise accounts
- Update payment method without service interruption
- Multiple cards stored (designate a primary)
Cancellation
You can cancel your subscription at any time from Billing → Subscription → Cancel Plan. After cancellation, your account remains active through the end of your current annual billing period — your data is preserved and you retain full access during this time.
After your subscription ends, data is retained for 60 days. You can export your data at any time before account deletion.
Billing Issues
If your payment fails, GoRefer will retry automatically for 3 days and send you email notifications. A banner will appear in the platform alerting you to update your payment method.
- 3 automatic retry attempts before suspension
- Email alerts at each failed attempt
- In-app billing issue banner with one-click update
- No service interruption during the retry window