Billing Receipts and Refunds

Guide


Getting Started

Choozle bills at both the Master Account level as well as the individual Advertiser Account level. Platform fees are billed to the Master, whereas campaign fund refills, Insights charges, and CRM fees are billed to the Advertiser. 


For a recap on how you will be billed in your Choozle account, see the Campaign Budget Funding Process article.


For a recap on how to manage your subscription, see the Managing your Account Subscription article.


Billing Tips

As you are launching your digital advertising campaigns, it is important to note that all campaigns and activities within the platform are done all active. Meaning that when building out campaigns, there are no “test” dates or budgets. Your credit card will be charged based on the budget on the first day of the campaign.


Depending on your budget (see Campaign Budget Funding Process), your card will be charged some portion of funds on the first day of the campaign. Even if you have no creatives in place, your card will be charged. The funds will then live in the platform until you add creatives. The campaign cannot start spending those funds until creatives are in place because you can only bid on inventory that you have ads to serve in that space. 


If your campaign is archived and you make edits to any of the ad groups, the system will see those ad groups as live even though the campaign is archived. Those ad groups will then go live and charge your card at the end of each day with the funds that they spent. In sum, do not make changes to archived ad groups, and if you do for whatever reason, make sure to disable all ad groups even in the “archived” setting.


Billing Receipts

During the registration process, you will enter your required details to create your “Master Account” and subsequent “Advertiser Accounts.” A credit card is required to activate your subscription and ensure you have continued access to your account and the Platform. At the time of registration, you will be charged a prorated amount for the days remaining in the month in which you register.


After your first month or usage, Your Subscription Plan will automatically renew at the first of the following month and you will be charged the full amount of your subscription. Your Subscription Plan will renew automatically and continue month-to-month. The admin associated with each account will receive an email when any credit card charges are made to your account. You can use these as receipts if necessary.


Examples of these are below. 

A log of receipts are not available in the platform. If you need a receipt for your records, clients, or for your accounting teams, please reach out to us in the Support Center with the date/amount for the charge you need a receipt for. We can then pull a receipt from the back end for all the charges you need documentation on. 


Campaign Balance

For a recap on how you will be billed in your Choozle account, see the Campaign Budget Funding Process article.  



If you are looking for a refund on an unspent campaign balance, you will need to likewise reach out to the Support Center. 7 days after the campaign ends, or if you immediately archive your campaign your unspent campaign funds will roll over to the overall account funds. If you are planning to run a campaign in the near future (1-2 months), we would recommend that you leave the unspent funds in the platform. If you are planning to halt media spend for a longer period, you can request a refund in the Support Center. If the charge on your credit card was within a ~100 day period, we can issue a refund through our accounting software back onto the card on file. If the charge was further than 100 days in the past, our accounting team will have to send the refund in the form of a paper check. The paper check will be in the mail within 30 days.


Refunds & Cancellations

You may cancel your Subscription Plan by contacting help@choozle.com, submitting a ticket within the Choozle Support Center, and requesting a cancellation, or selecting the “Cancel Account” option in the account settings within the Platform. You must cancel your Subscription Plan prior to the end of your current pre-paid period to avoid charges for the next billing cycle. If you cancel your Subscription Plan, you will lose all access, upon the expiration of your current pre-paid period, to the Choozle Platform and any data or information stored in your account.



If you request to cancel your account and are looking to receive a refund for unspent campaign balances, all account cancellation refunds will be processed at the end of the month. Ex. An account canceled in December has a process date of 12/31, with payment being mailed by 1/30.