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Managing Your RB2B Plan and Credits

Updated over 4 weeks ago

You can update your RB2B subscription or purchase additional credits at any time by clicking Buy Credits in the dashboard sidebar, or by visiting https://app.rb2b.com/subscription.

Viewing Your Current Subscription

At the top of the Subscription page, you’ll see a summary of your current plan, including:

  • Plan type and billing frequency (monthly or annual)

  • Number of included credits and their associated cost

  • Next billing date

To view your complete credit usage history, including how credits have been applied across visitors, click Subscription Details in the sidebar or visit https://app.rb2b.com/subscription/credit_usage.

Changing Your RB2B Plan

From the Subscription page, you can:

  • Continue with RB2B Pro after your initial trial

  • Downgrade to the RB2B Free plan with restricted services

  • Purchase additional credits on top of your current RB2B Pro plan

  • Switch billing frequency (e.g., from monthly to annual or vice versa)

Note: To cancel your subscription entirely, follow the steps outlined in the FAQ: How do I cancel my subscription?

Purchasing More Credits

RB2B Pro users can add more credits by selecting the desired number and subscription frequency (monthly or annual), then clicking Select Plan.

⚠️ Important: Regardless of frequency, unused credits remaining at the end of a billing cycle are not carried into the next cycle. The only time that unused credits will carry forward is when changing your subscription frequency and/or purchasing more credits.

How Credit Purchases Affect Your Billing Cycle

When you purchase more credits:

  • Your current billing cycle ends immediately.

  • A new billing cycle begins, and your existing unused credits are rolled into your new credit pool.

  • You’ll be billed immediately based on your new credit selection.

If you're downgrading to a lower-priced plan, the change takes effect right away and you’ll be charged the new, lower rate immediately.

Switching Billing Frequencies When Adding Credits

From Monthly to Annual

  • When switching from a monthly to an annual Pro plan, any unused credits from your current month will carry over to your annual plan.

  • This option is ideal if you want to take advantage of discounted bulk pricing.

From Annual to Monthly

  • When moving from an annual plan to a monthly plan, remaining annual credits are rolled into your new monthly credit balance for the first monthly cycle.

For more information on deciding if a monthly or annual/bulk subscription is right for you, please read RB2B Subscription Options: Flexible Plans for Short-Term Pilots & Long-Term Growth.

Confirming Your Plan Change

After selecting a new plan or purchasing additional credits, you’ll be asked to confirm the change. The confirmation page includes:

  1. A summary of your current plan

  2. Details of the new plan or credit purchase

  3. A field to enter a coupon code (if applicable)

  4. Settings to configure overage limits (Learn more about credit overages)

  5. Your billing details – if no payment method is saved, you’ll be prompted to add one

Click Confirm Plan Change to finalize.

⚠️ Important: Do not navigate away from the page until you see a confirmation message indicating your plan or credit purchase has been processed successfully.

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