Lite Billing & Autopay

Last updated September 3, 2026

If your agency runs JourneyFuse Lite (the back-office edition that hosts your independent advisors), you are billed once a month for the advisors who were active, rather than per seat up front.

How the monthly invoice is calculated

On the 1st of each month, JourneyFuse counts every advisor who logged in during the previous month and bills that number at your per-advisor rate. Owners and admins are not counted. Agencies with a negotiated volume break pay the lower rate on every advisor once the month clears the break.

The invoice email includes a link to your active-advisor report for the month, so you can see exactly who was counted.

Autopay is on by default

Once a payment method is on file, each monthly invoice is charged automatically when it is issued, and you receive a receipt by email. There is nothing to click each month.

A payment method gets on file in either of two ways:

Pay an invoice. When you pay a Lite invoice by card, bank account, or Link, that method is kept on file and becomes your default for future invoices.
Add one in Settings → Billing. Use Add payment method to save a card or bank account ahead of time.

Bank transfer (ACH) has far lower processing fees than a card on larger invoices, so it is offered first on every invoice.

If you have no payment method on file

Nothing is charged. You receive the invoice by email with a View & pay invoice button and 14 days to pay. Once you pay it, that method is kept on file and the next month's invoice is charged automatically.

Turning autopay off

Go to Settings → Billing and switch off Charge automatically in the Autopay box. From then on each invoice is emailed for you to pay by hand. Only agency owners and admins can change this. You can switch it back on at any time.

If an automatic charge fails

The invoice stays open and you receive it by email with a note that the saved payment method was declined, plus a View & pay invoice button. You can pay it directly, or update the payment method in Settings → Billing and the charge will be retried.

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