Billing & Account
Manage your subscription, billing information, and account settings.
All Articles (62)
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.
Related Categories
Didn't find what you need?
Our support team is happy to help. Reach out and we'll get back to you within 2 hours.
Contact Support