Refund Policy

Last Updated: November 30, 2025

Our Commitment

At With Good Plan, we want you to feel confident trying our platform. That's why we offer a risk-free 14-day trial and a fair, transparent refund policy. If the platform isn't right for you, we'll make things right.

14-Day Free Trial

All new accounts receive a 14-day free trial. During this period:

  • You have full access to all features of your chosen plan
  • You can cancel anytime with no charge
  • Your card is only charged after the trial period ends
  • We'll send you a reminder email 3 days before your trial ends

To cancel during your trial: Go to Settings → Subscription → Cancel Subscription. You'll retain access until the trial period ends.

Subscription Cancellation

How to Cancel

You can cancel your subscription anytime through your account settings:

  1. Log in to your account
  2. Navigate to Settings → Subscription
  3. Click "Cancel Subscription"
  4. Follow the prompts to confirm

When Your Subscription Ends

  • Monthly Plans: When you cancel, you retain access until the end of your current billing period. You won't be charged again.
  • Annual Plans: When you cancel, you retain access until the end of your current annual period. You won't be charged for the next year.
  • No Partial Refunds: We do not prorate or refund for partial months/years of service. You keep access for the time you've paid for.

Refund Eligibility

When We Do Offer Refunds

We'll issue a full or partial refund in these situations:

  • Billing Errors: If you were charged incorrectly or charged after canceling, we'll refund the erroneous charge
  • Service Outages: If the platform is unavailable for more than 24 consecutive hours due to our fault, we'll credit your account proportionally
  • First Month Dissatisfaction: If you're unhappy with the service in your first 30 days after the trial (and have used the platform in good faith), contact us. We'll review your case and may offer a refund at our discretion
  • Duplicate Charges: If you were accidentally charged twice, we'll immediately refund the duplicate

When We Don't Offer Refunds

  • You forgot to cancel before renewal (but we'll help you cancel immediately to avoid future charges)
  • You didn't use the platform during your billing period
  • You changed your mind after several months of use
  • Your customers didn't pay their invoices (we facilitate payment plans but don't guarantee payment)
  • You violated our Terms of Service

Plan Changes

Upgrading Your Plan

  • You can upgrade to a higher-tier plan anytime
  • You'll be charged the prorated difference for the remainder of your billing period
  • The new plan takes effect immediately

Downgrading Your Plan

  • You can downgrade to a lower-tier plan anytime
  • The downgrade takes effect at the end of your current billing period
  • You keep your current plan features until the billing period ends
  • No refunds are issued for the difference between plans

Annual Plan Refunds

Annual plans are billed once per year and offer a 2-month discount compared to monthly billing.

  • Within 30 Days: If you cancel within the first 30 days of an annual subscription (after your trial), we may offer a prorated refund at our discretion. Contact us to discuss.
  • After 30 Days: No refunds are offered for annual plans canceled after 30 days. You retain access until the end of your annual period.

How Refunds Are Processed

  • Refunds are issued to the original payment method
  • Processing typically takes 5-10 business days depending on your bank or card issuer
  • You'll receive an email confirmation when the refund is initiated
  • If you don't see the refund after 10 business days, contact your bank first, then us if the issue persists

Data Access After Cancellation

  • During Paid Period: You can access and export your data until your subscription ends
  • Grace Period: After your subscription ends, you have 30 days of read-only access to export your data
  • Data Deletion: 90 days after cancellation, your data will be permanently deleted from our servers (as required by our Privacy Policy)
  • Export Your Data: Go to Settings → Data Export to download all your customer and payment plan information

Payment Failures

If your payment method fails (expired card, insufficient funds, etc.):

  • We'll send you an email notification immediately
  • We'll retry charging your card for up to 7 days
  • During this time, you retain full access to your account
  • After 7 days of failed payment attempts, your account will be suspended
  • You'll have 30 days to update your payment method and restore access
  • After 30 days of suspension, your account may be permanently closed

Disputes and Chargebacks

Please contact us first. If you have a billing issue, we'll resolve it quickly and fairly. Initiating a chargeback without contacting us may result in:

  • Immediate suspension of your account
  • Loss of access to your data
  • Chargeback fees being passed to you
  • Possible legal action to recover fees and costs

We're here to help. Reach out to billing@withgoodplan.com and we'll work with you.

Exceptions and Special Circumstances

We understand that life happens. If you have an extenuating circumstance (medical emergency, natural disaster, business closure, etc.), please contact us. We'll review your situation and may offer accommodations on a case-by-case basis.

Changes to This Policy

We may update this Refund Policy from time to time. Changes take effect immediately upon posting. We'll notify you of material changes via email. Your continued use after changes constitutes acceptance.

Contact Us

Questions about billing, refunds, or cancellations? We're here to help:

Email: billing@withgoodplan.com
Support: support@withgoodplan.com
Mail: With Good Plan, [Your Business Address]

We believe in treating people fairly—that includes being transparent about our policies and working with you when things don't go as planned. Thanks for choosing With Good Plan.

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