Full Trial, Billing & Payment Terms

All accounts include a 30-day Net 30 trial. A valid credit card is required to activate your trial; however, no charges will be made during the trial period. At the end of the trial, an invoice will be issued for your subscription with Net 30 payment terms, and payment must be received within 30 calendar days from the invoice date.

By providing your payment details, you authorize Nine to Five Essentials Plus to use its secure third-party payment processor to store your card information for billing and future transactions. Nine to Five Essentials Plus does not directly store your card information, all sensitive payment data is encrypted and securely managed by our PCI-DSS compliant payment processor.

If payment is not received by the due date, the card on file may be charged for the outstanding balance. Non-payment may result in suspension of service.

Nine to Five Essentials Plus – Refund & Cancellation Policy

At Nine to Five Essentials Plus, your satisfaction is our priority. We value your trust and aim to build lasting partnerships. That’s why we offer a 30-Day Net 30 Trial, allowing you to experience our services before any payment is due. This trial gives you the opportunity to explore features, see results, and gain confidence in our platform before making a financial commitment.

Exclusions from Net 30 Terms

Net 30 payment terms apply only to the recurring subscription package(s) and services specified in your agreement. One-time fees, including but not limited to onboarding, setup, training, customization, or add-on services, are billed at the time of order and are not eligible for Net 30 terms.

Subscription Cancellation & Refund Policy

Monthly Subscriptions:

Monthly subscriptions can be canceled at any time to avoid future charges; however, all payments already processed, including the first payment after any trial period, are non-refundable. To avoid being billed for the next cycle, cancellations must be submitted at least five business days before your billing date. After cancellation, your account will remain active until the end of the current billing period, and your data will be retained for up to 180 days, during which you may choose to reactivate your subscription or request a copy of your data.

Annual Subscriptions:

Annual subscriptions may be canceled at any time with a minimum of thirty days’ notice. If canceled within the first thirty days after the initial charge, a refund may be issued in accordance with this policy. After thirty days, all annual subscription payments are final and non-refundable, with no prorated refunds provided for any unused portion. Services will remain active until the end of the paid term, and cancellation will prevent automatic renewal.

Usage-Based Charges

Charges for usage-based services, including phone, SMS, and email communications, are non-refundable and billed separately based on actual usage.

We appreciate the opportunity to serve your business and are committed to delivering exceptional value every step of the way. If you have questions about your account or billing, please contact our support team.

Data Responsibility & Account Closure

Before requesting cancellation, it is the client’s responsibility to ensure that all media assets, customer lists, configured features (including templates, workflows, funnels, and websites), and purchased phone numbers are transferred, exported, or removed. Once cancellation is processed, it is permanent and irreversible, and all associated data—including any phone numbers acquired through the platform—will be permanently deleted. If you wish to retain active phone numbers, you must initiate the porting process before cancellation.

Suspension Option

If you do not wish to cancel but need to pause your service, you may request a temporary suspension of your account to retain your data.

Refund & Cancellation Process

To proceed with a cancellation, suspension, or refund request, please contact our support team by emailing [email protected] or calling (562) 264-0555.

Agree & Proceed