Anyone who owns a business, regardless of what the business size is, can use TheCloudBill for their daily billing, invoicing, and client management requirements. TheCloudBill covers all the features and functionalities needed to keep your business processes running effortlessly.

We suggest you start by signing up for a free trial of TheCloudBill here. Go through the various modules that TheCloudBill offers to check which modules should your business process incorporate in order to function at it’s best. Choose a plan accordingly and know that you can upgrade or downgrade anytime you want. If you’re starting our really small, have a fresh business, or aren’t familiar with the accounting terms and processes, feel free to reach out to us at [email protected] and our team will be happy to assist you.

If you have a monthly standard subscription active, it is advisable to make the switch to the professional plan at the end of the month while renewing the subscription. But if in case you have an annual standard subscription active and want to upgrade to the professional plan in between, drop your upgrade request at [email protected] and one of our executives will get in touch with you to guide you on how to proceed.

If you have a monthly professional subscription active, you can only make the switch to the standard plan or the free plan at the end of the month while renewing the subscription. Keep in mind that you will not be able to use certain features that fall under our professional plan after you downgrade. Your data associated with those professional features will stay safe with us and will again be accessible to you when you upgrade to the professional plan again in future. 

But if in case you have an annual professional subscription active and want to downgrade to the standard or free plan in between, you’ll be provided with a refund if your downgrade request is eligible for it. We recommend you also go through our Refund Policy to see whether or not your refund request is eligible.

We do not auto renew the subscriptions. If your subscription expires, you will not be able to access certain features based on the plan you were using. You still will be able to use all the features that fall under our free plan. The paid features and your data related to those features, however, will be accessible to you again as soon as you renew your subscription manually.

No, our payment system does not incorporate auto renewal of subscriptions. If your subscription expires, you will not be able to access certain features based on the plan you were using. You still will be able to use all the features that fall under our free plan. The paid features and your data related to those features, however, will be accessible to you again as soon as you renew your subscription manually.

We do issue refunds but your refund request should satisfy our refund criteria. Please read our Refund Policy to learn more.

TheCloudBill removes all your data from their active databases after one year of inactivity in your account. Your data will then be removed from the backup databases after 6 months of being removed from the active databases.

All of our modules have a data import feature where we specify the format that you could use to import your data correctly into TheCloudBill to get started. If it seems too complicated, get in touch with us at [email protected] and one of our executives will guide you through the process of your initial setup.

TheCloudBill is always under the supervision of multiple experienced chartered accountants to make sure we stay up to date on all the new policies and regulations. As a result, any changes in the policies are implemented and validated within TheCloudBill almost immediately to help our clients maintain their same business processes without much hassle.