Billing & Account | Local Business Pro

Featured articles

subscription-overview
updating-billing

All articles

Understanding Your Subscription: Plans, pricing, and what's included in each subscription tier.
Updating Billing Information: Change payment methods, update card details, and manage billing contacts.
Transactions Not Showing in List - How to Fix: Fix issues when payment transactions don't appear in Local Business Pro transaction history.
How to View Complete Transaction Details: View full payment transaction details in Local Business Pro including amount, method, reference numbers, and linked invoices.
Step-by-Step: Checking Daily Payment Activity: Review daily payment activity in Local Business Pro to monitor collections and catch any payment issues early.
How to Find a Specific Transaction or Payment: Search for specific transactions in Local Business Pro by customer name, amount, or transaction ID.
How to Reconcile Transactions with Bank Statements: Reconcile Local Business Pro transactions with your bank statements for accurate bookkeeping and accounting.
How to Monitor Pending Payments: Track pending payments in Local Business Pro to know what's processing and identify any stuck transactions.
How to Review Refund History: Track refunds in Local Business Pro to monitor money returned to customers and ensure all refunds were authorized.
Why Did This Transaction Fail? Common Causes: Understand why transactions fail in Local Business Pro and how to resolve payment issues with customers.
Understanding Transaction Stats Cards: Learn what each transaction stats card means in Local Business Pro including Total Revenue, Paid, Pending, and Refunded.
How to Export Transaction Data for Accounting: Export transaction data from Local Business Pro for bookkeeping, tax preparation, and accounting software import.
Team Member Not Receiving Invite Email - How to Fix: Fix issues when team members don't receive their Local Business Pro invitation email to join your account.
How to Invite Team Members to Your Account: Invite team members to your Local Business Pro account with appropriate roles and permissions.
Step-by-Step: Changing a Team Member's Role: Change team member roles in Local Business Pro to adjust permissions when responsibilities change.
How to Remove a Team Member from Your Account: Remove team members from Local Business Pro when they leave your company or no longer need access.
Understanding Team Roles and Permissions: Learn what each team role can do in Local Business Pro: Owner, Admin, Editor, and Viewer permissions explained.
How to Search and Filter Team Members: Find specific team members in Local Business Pro using search and role filters.
Team Member Forgot Password - How They Can Reset: Help team members reset their Local Business Pro password when they can't log in.
How to See Who Has Admin Access: View all team members with Admin permissions in Local Business Pro to audit full-access users.
Best Practices for Team Account Security: Keep your Local Business Pro account secure with best practices for team management and access control.
Team Member Can't See a Feature - Check Their Role: Fix issues when team members can't access certain features in Local Business Pro due to role permissions.
Not Receiving Notifications - How to Fix: Fix issues when you're not receiving Local Business Pro notifications via email, push, or in-app.
How to Configure Your Notification Preferences: Set up notification preferences in Local Business Pro to control what alerts you receive and how.
How to Turn Off Email Notifications: Disable email notifications in Local Business Pro when you prefer other channels or want fewer emails.
How to Enable Push Notifications: Enable push notifications in Local Business Pro for instant alerts on your desktop or mobile device.
How to Manage Team Member Notifications (Owners): Manage notification settings for team members in Local Business Pro when you're the account owner.
Understanding Notification Categories: Learn what each notification category covers in Local Business Pro: Estimates, Invoices, Jobs, Conversations, and more.
Getting Too Many Notifications? How to Reduce Alert Fatigue: Reduce notification overload in Local Business Pro by focusing on essential alerts and disabling less important ones.
Why Can't I Disable Some Notifications?: Understand why certain Local Business Pro notifications are mandatory and cannot be turned off.
Best Practices for Notification Settings: Optimize your Local Business Pro notification setup for productivity without missing important alerts.
How to Test Your Notification Settings: Verify your Local Business Pro notification settings are working correctly by triggering test notifications.
Payment Failed or Card Declined - How to Fix: Fix payment failures and card declined errors in Local Business Pro. Update payment methods and resolve billing issues quickly.
How to Add or Update Your Payment Card: Add a new payment card or update existing payment methods in Local Business Pro. Manage your billing information securely.
How to Set an Overage Spending Cap to Control Costs: Set spending limits on Local Business Pro overages to prevent unexpected charges. Control your maximum monthly billing amount.
How to View and Pay Your Invoices: Access your billing history and pay invoices in Local Business Pro. View past charges, pay overdue bills, and download receipts.
How to Check Your Minutes Usage and Patterns: Monitor your AI phone minutes usage in Local Business Pro. View daily patterns, compare against plan limits, and plan for upgrades.
Account Suspended Due to Billing - How to Restore: Restore your suspended Local Business Pro account by resolving billing issues. Pay overdue invoices and update payment methods.
Understanding Your Billing Charges and Line Items: Learn what each charge on your Local Business Pro invoice means. Understand subscription fees, overage charges, and billing details.
How to Remove a Payment Card from Your Account: Remove old or expired payment cards from your Local Business Pro account. Keep your payment methods organized and secure.
Understanding Your Billing Cycle and Renewal Date: Learn when your Local Business Pro subscription renews and how billing cycles work. Know when to expect charges.
Best Practices for Managing Your Billing: Keep your Local Business Pro billing smooth with these best practices. Avoid payment failures, monitor usage, and control costs.
How to Upgrade Your Plan for More Minutes: Upgrade your Local Business Pro subscription to get more included minutes and features. Step-by-step upgrade guide.
How to Downgrade Your Plan to Save Money: Downgrade your Local Business Pro subscription to a lower tier when you need fewer minutes. Changes take effect at next billing cycle.
How to Compare Plans and Choose the Right One: Compare Local Business Pro subscription plans side by side. Understand features, minutes, and pricing to choose the best fit.
How to Cancel Your Subscription: Cancel your Local Business Pro subscription when you no longer need the service. Access continues until your billing period ends.
Plan Change Not Taking Effect - How to Fix: Troubleshoot when your Local Business Pro plan change isn't applying. Understand upgrade vs downgrade timing.
Upgrade Requires Payment Card - How to Add One: Add a payment card to complete your Local Business Pro plan upgrade. Step-by-step guide for new payment setup.
Managing Your Plan for Seasonal Business Needs: Adjust your Local Business Pro plan for busy and slow seasons. Save money during off-peak times, scale up when busy.
What Happens When You Cancel Your Subscription: Understand what happens to your data, phone number, and access when you cancel Local Business Pro. Complete cancellation guide.
How to Reactivate a Cancelled Account: Resubscribe to Local Business Pro after cancellation. Restore your data if within the 30-day retention period.
Custom Enterprise Plans for High-Volume Businesses: Learn about custom Local Business Pro plans for businesses with high call volumes. Contact us for enterprise pricing.
How to Change Your Account Password: Update your Local Business Pro password for security. Step-by-step guide to changing your login credentials.
How to Change Your Account Email Address: Update your login email for Local Business Pro. Verify your new email to complete the change.
How to Update Your Name in Your Account: Change your first or last name in Local Business Pro. Keep your account information accurate and up to date.
Email Verification Not Received - How to Fix: Troubleshoot missing verification emails when changing your Local Business Pro email address. Resend or check spam folder.
How to Transfer Account to a New Owner: Transfer your Local Business Pro account when changing owners. Update name, email, and password for the new user.
Forgot Your Password - How to Reset It: Reset your forgotten Local Business Pro password using the password reset email. Get back into your account quickly.
Best Practices for Securing Your Account: Keep your Local Business Pro account secure with these security best practices. Protect your business data.
Cannot Log In to Your Account - Troubleshooting: Fix login issues with your Local Business Pro account. Troubleshoot password, email, and account access problems.
Account Info vs Business Details - What's the Difference: Understand the difference between Account Info and Business Details in Local Business Pro. Personal vs business settings.
Why You Should Use a Business Email for Your Account: Use a business email address for your Local Business Pro account instead of personal email. Benefits and best practices.