Account/Billing/Referrals

 

We want to make sure we’re serving our customers the best way we can. As such, we have options for all of our customers. 

 

Here is the information you will find in this article:

 

Update your credit card information

Download invoices

Referral Program

Downgrade/Pause/Close your account

Refunds



Update your credit card information

 

Only the owner of the account and managers with account permission can update the card on file.

  1. Sign in to your Homebase account
  2. Select Settings in the top navigation bar.
  3. Select Plan & Billing in the left navigation.
  4. In the location name row, select the pencil icon to the far right.
  5. Select Edit Payment Method.
  6. Enter your new card information and Submit.

 

Download invoices

Only owners of the Homebase account have access to download and review invoices:

Web

  1. Sign in to your Homebase account. -- Owner only.
  2. Select Settings in the top navigation bar.
  3. Select Plan & Billing in the left navigation.
  4. For the month you'd like to check, select Download Invoice to the far right.

 

Referral Program

To refer another business to Homebase, send them the link found in your Homebase account or send them the referral email from your Homebase account. Employees, Managers, and Owners are all eligible for the referral program.

Rules:

To qualify, the person you’ve referred must sign up and upgrade to a paid plan. You will get a $100 gift card via email after 30 days - after their free trial period has expired and they have paid for the plan (any plan). 

**Does not apply to administrators of multiple accounts or accounts that were closed before the bonus is issued. 

**You cannot participate in pay per click advertising on trademarked terms, including any derivations, variations or misspellings thereof, for search or content based campaigns on Google, MSN, or Yahoo. For the purposes of these terms, “trademarks” includes Homebase, Homebase Payroll, Homebase HQ, Homebase Benefits, Homebase Coupon, joinhomebase.com and Buy Homebase (all keywords apply as broad match).

 **Are you an accountant or partner? Email us at support@joinhomebase.com.

 

Follow these steps to use your referral link:

Web

  1. Sign into your account.
  2. Click your avatar in the upper right corner.
  3. From the dropdown, select Referrals. 
  4. Enter their email address and click Invite or copy and paste the link and send it to them.
  5. When the person you’ve referred uses the link to sign up for Homebase and upgrades to a paid plan, you will receive a $100 gift card after at least 30 days. The person you’ve referred will receive a 15 day free trial on our Plus plan.
  6. All new accounts must be set up through the referral link.

Mobile

  1. Sign in to your Homebase mobile app.
  2. In the navigation bar, tap More.
  3. Tap Earn $100.
  4. All new accounts must be set up through the referral link.




Downgrade/Pause/Close your account

We will cover all situations below:

Customers on Paid Plans

Customers on Free Plans

Customers on Plans Billed by the Apple App Store

Customers on Plans Billed by the Google Play Store

Customers on Paid Plans Billed by Clover or other Partners 

 

**New Information as of March 16, 2020: If you are on a paid plan and you would like to pause your billing, we can help. 

 

Customers on Paid Plans

There are two options for customers on paid plans. You can pause your billing during the time your business is impacted by Covid-19. If you choose this approach, you will maintain access to the paid features you use. 

Alternatively, you can change to a free plan, and forgo paid features. 

  1. Click the arrow under your photo/intials on the far right side of the Homebase navigatoin. 
  2. Select Manage Plan from the drop-down.
  3. Select See All Homebase Plans. This will take you to a new page. 
  4. Click the Basic link in the upper left corner
  5. Click Start Now
  6. You will see two options - Pause Billing or Downgrade to Basic. Select the option that's right for you. 

You can remain on your free account indefinitely. This gives you access to timecards, employee information, schedules and all other Homebase content, even if you are temporarily inactive. 

 

Customers on Free Plans

We do not recommend deleting your account. If you delete your account, you will lose access to time cards, employee information, schedules and all other Homebase content. These records may be important for you and your team. 

If you must delete your account follow these steps:  

  1. Follow the steps above to place your location on a free plan
  2. Click Settings in the top navigation bar.
  3. Click Plan & Billing in the left navigation.
  4. Click Delete Company.

 

Customers on Plans Billed by Apple

  1. Open the Settings app. 
  2. Tap your name. 
  3. Tap Subscriptions. (If you don't see "Subscriptions," tap "iTunes & App Store" instead. Then tap your Apple ID, tap View Apple ID, sign in, scroll down to Subscriptions, and tap Subscriptions.)
  4. Tap the subscription that you want to manage. Don't see the subscription that you're looking for?
  5. Tap Cancel Subscription. If you don’t see Cancel Subscription, the subscription is already canceled and won't renew.

 

Customers on Plans Billed by Google Play Store

  1. On your Android phone or tablet, open the Google Play Store .
  2. Check if you're signed in to the correct Google Account.
  3. Tap Menu. Subscriptions.
  4. Select the subscription you want to cancel.
  5. Tap Cancel subscription.
  6. Follow the instructions.
  7. Here's the Google How To article.

 

If you have multiple locations or a certain location you'd like to pause, change plans for or close, call (415) 951-3830 or email help@joinhomebase.com with your request. 

 

Customers on Paid Plans who are Billed by Clover POS or other partners

If you need assistance pausing or downgrading an account that is billed via Clover POS, or any other POS, call (415) 951-3830 or email us with your request. 

 

Refunds

We issue refunds on a case by case basis. 

We do not currently offer refunds for those who subscribed to our annual billing plans.

Please contact help@joinhomebase.com to submit a billing request.