How to Manage or Cancel Your Plan & Change Payment Methods

You can manage your Homebase subscription from your account, including plan changes, cancellations, payment methods, and add-ons.

Billing may appear as:

Direct Homebase charges – Monthly/annual plan fees or add-ons (Payroll, Tip Manager, Task Manager, Hiring, Background Checks).
Partner charges – Billed through a connected POS or payroll provider.
Mobile app charges – Subscriptions made via the Apple App Store or Google Play.

Note: If you are billed through a partner or mobile app store, you’ll need to manage your payment method directly through that platform. Owners and manager with the right permission can still go to Plan & Billing to view who their billing source is.

Refund Policy

For monthly and annual plans, you have 30 days from purchase to cancel for a full refund.
After 30 days, no refunds are issued. You will retain access to your plan until the end of your billing cycle.
No prorated refunds are offered for any plan or add-on.

Managing Your Plan

Note: Upgrading to a higher plan will result in an account credit that will be applied to the next billable charge. For example, if you have $40 in credit in March, it will apply to your next bill in April.

Sign into your Homebase account on the web.
Click your profile icon in the upper right corner of the purple navigation menu.
1. Note: This icon may show your initials if you've not yet uploaded a profile photo.
Click Manage Plan.
Choose the plan you want to change to.
Enter in or choose your billing information.

Canceling Your Plan

Go to your Plan & billing page.
Click Manage next to the plan for the location you need to downgrade.
1. Note: Multi-location accounts require at least the Essentials plan or higher for all active locations. Downgraded locations on multi-location accounts will not be accessible until a new plan is added.
Continue through the downgrade process.

Changing Your Payment Method

Once you've added a card on file for a paid subscription through Homebase, you can change that card at any time by following steps below:

Sign into your Homebase account on the web.
Click your profile icon in the upper right corner of the purple navigation menu.
1. Note: This icon may show your initials if you've not yet uploaded a profile photo.
Click Billing from the dropdown.
Under the Plan section, locate the subscription you wish to edit your payment method for and tap the pencil icon to the right of Credit Card On File.
Tap Edit Payment Method and then enter your new card details or choose an existing payment method.
Select Submit when completed.

Note: Payment methods can only be deleted by contacting customer support.
Note: You should see the plan & billing option regardless if you're billed through a partner (like a POS or payroll provider) or through the Apple App Store or Google Play. it will only not appear if you aren't a owner and lack the necessary permission as a manager.

For Managing & Canceling Add-Ons

Add-ons are extra features or services, appearing as separates charges, that Homebase offers outside of the Essentials, Plus, and All in One plan.

Note: For more info on how to upgrade your account, see here.

Managing Add Ons

Go to the Manage plan page.
Scroll down to Add-ons.
1. For Payroll click Go to Homebase Payroll and follow the instructions on the page to begin the setup process.
2. For Tip Manager click Add Tip Manager and enter your billing information.
3. For Task Manager click Add Task Manager and enter your billing information.

Canceling Add Ons

Go to the Plan & billing page.
Scroll down to Add-ons.
Click Manage and Cancel.

For Managing & Canceling Mobile Subscriptions

If you've paid for your Homebase account via the Homebase mobile app, you'll update your payment method for your subscription via the App or Play Store.

Tap the store you use below for detailed instructions on changing your payment method for mobile subscriptions:

URL Name

Changing-My-Plan-Payment-Method

Information

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