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Managing Your RB2B Plan and Credits

Updated this week

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.

Managing your credits and subscription plans in RB2B is crucial for optimizing your usage and ensuring you have the resources you need to meet your requirements. Understanding how credits work across different plans helps you make cost-effective decisions for your business.

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

  • 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 Pro or Pro+ or Starter, after your initial trial

  • Downgrade to the Free plan with restricted services

  • Purchase additional credits on top of your current Pro or Pro+ plan

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

Purchasing More Credits

Pro and Pro+ users can add more credits by selecting the desired number and subscription frequency, then clicking Select Plan. Additionally, note that RB2B has a minimum purchase requirement of 600 credits per transaction for Pro and Pro+ subscriptions.

Changes made to your plan, including credit purchases, are activated immediately, providing instant access to the selected resources.

Credit Purchase Troubleshooting

If you encounter any issues while purchasing credits, follow these steps:

  1. Verify the Purchase Attempt: First, check the transaction history in your account for any record of the payment or pending charges.

  2. Retry the Purchase: Go to the Credits Purchase Page within your billing portal, select the amount, and complete the checkout process.

  3. Confirm Purchase Success: Credits should immediately reflect once payment is completed. If not, contact support for assistance.

⚠️ 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. Overages are billed incrementally, allowing you to avoid unnecessary expenses if your usage varies.

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.

  • Upgrades to a higher-tier subscription take effect immediately, allowing you to access new features and limits right away.

  • Unused credits from your previous plan are rolled over into the new plan seamlessly.

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.

For subscription upgrades, you’ll be charged the new plan rate and your billing cycle is reset to the day of the upgrade. For repurchases of the same plan, a new billing cycle also begins, renewing after one month at the original price.

Confirming Your Plan Change

Before confirming your plan change, consider the following factors:

  • Are you consistently exceeding your allocated credits? If so, enabling overages can be a temporary solution, but upgrading to a higher-tier plan might be more cost-effective in the long run.

  • Review your credit usage patterns over several billing cycles to identify trends and potential savings.

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 which allow you to continue using services even when you exceed your credit allocation (Learn more about credit overages) Overages let you set a specific limit for additional credits, so you only pay for what you use beyond your plan's allocation. This prevents large upfront costs while giving you the flexibility to scale your usage incrementally.

  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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