Billing, Subscriptions, & Receipts
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      2. Managing Your Account & Billing
      3. Billing, Subscriptions, & Receipts

      Managing Your Billing Settings

      GUIDE:

      Overview

      Choozle offers a single recurring monthly subscription priced at $99 per month. This subscription includes access to:

      • Choozle's digital advertising software platform
      • Unlimited creation of advertiser accounts
      • Powerful analytics and dashboard reporting

      • Access to over 60 premium third-party data providers

      • Personal support & online learning

      We require a healthy budget of $15,000 in media spend per quarter.

      Real-time bidding (RTB) advertising campaigns are based on CPMs (cost per 1,000 impressions). When getting set up with Choozle, we offer two payment options. Your payment option determines when and how you pay Choozle.

      1. Monthly Invoicing 
      2. Prepaid Balance via Credit Card

      Monthly Invoicing

      Some businesses may be eligible for monthly invoicing if they meet certain requirements. With this option, you accrue costs first, then receive a monthly invoice for the campaign spend incurred in the previous month, along with any subscription charges and other fees associated with paid features.

      It's important to complete the payment to Choozle within the agreed-upon timeframe.

      For any questions regarding invoicing arrangements, feel free to contact your Choozle representative or the Support Center at help@choozle.com.

      Prepaid Balance via Credit Card

      With the prepaid balance option, you pay before your ads run, adding funds to a prepaid balance. As your ads run and you accrue costs, your account balance will decrease daily.

      Initial Charge

      To enable campaigns and ad groups, you must be initially charged for a funding amount, which adds funds to the account’s prepaid balance. The minimum for this first account balance fill-up is $500.

      Ongoing Charges

      As you accrue campaign spend, Choozle automatically deducts the amount from your prepaid balance each day. When you reach a preset amount (your minimum balance), Choozle will require payment to refill the prepaid balance to avoid disrupting running campaigns.

      You have two options for maintaining positive account balances:

      1. Auto-refill: You're automatically charged when you reach a preset amount (your minimum balance). When setting up a new account, auto-refill is set to ON by default, with the option of turning it off. If turned off, the account balance must be monitored closely, and funds must be added when appropriate to maintain campaign delivery. If the account budget is not funded, running ad groups will be disabled.
      2. Manually Add Funds: You pay when you want for any current or future campaign costs. Regardless of your refill settings, you can always manually add funds to your account. The minimum amount you can add manually is $100.

      When creating an account in Choozle, the account’s billing setup and balance settings must be completed before enabling campaigns and ad groups. This step includes adding initial funds to the prepaid balance and determining balance settings, which may include agreeing to an auto-refill.


      Note: If the advertiser account balance drops below $0 or remains below the minimum balance for longer than 24 hours, the advertiser account’s campaigns will be disabled until the account balance is funded.

      Credit Card Billing Set Up

      To set up your credit card in the Choozle platform, follow these steps. You can also follow the steps outlined in this video.

      1. Navigate to the Org Billing Tab. If you can’t view this, contact your organization's administrator.
      2.  Add a default payment method for the organization. This will be the organization's default payment method. You can add payment methods for specific advertisers under Ad Account Billing.
      3. Navigate to Ad Account Billing for your selected advertiser account. Upon initial setup, you will be prompted to:
        1. Select or add a default payment method
        2. Choose an amount to fund your account initially.
        3. Select your balance refill settings.
      4. You can easily see and set your active payment card for each advertiser. Unless a different one is selected, all advertiser accounts will inherit the organization’s default payment method.
      5. Manage your balance settings. Auto-Refill is turned on by default. Set your desired refill amount. If no funds are available in your account, you can manually add funds now.
        1. Auto-refill is recommended for easy campaign management. When your account hits $500, Choozle will refill your account balance using the default payment method.
        2. Prefer not to use auto-refill settings? You can turn this off and manually add funds to your account. With auto-refill turned off, monitoring your remaining account balance is important to ensure campaigns remain fully funded.

      Subscription Fee

      During registration, you’ll enter the necessary details to create your Organization Account and any associated Advertiser Accounts. A credit card is required to activate your subscription and maintain access to your account and the platform.

      You will not be charged a prorated fee for the remaining days in the month at the time of registration. Additionally, you will not see an inflated charge at the start of the next billing cycle. Instead, you will be charged a flat $99 platform fee on the first day of the month following your registration.

      After your first month, your subscription will automatically renew on the first of each month, and you will be charged the full amount based on your selected plan. The subscription will continue on a month-to-month basis unless canceled.

      Account Cancellation

      Account cancellation can be done in-platform. Navigate to Account Settings on the desired account and select Request to Cancel Account.

      We process account cancellations two business days before your subscription renewal date. Since all accounts in Choozle renew on the first of the month, your cancellation request will be processed at the end of the month in which your request is received to ensure you get the most out of your subscription, but you won't incur any additional charges. All advertiser accounts must request cancellation in-platform if an organization account wishes to cancel entirely. Please contact the Support Center if you have any questions regarding account cancellation.

      Please extract any reports from your account before processing your cancellation request. We also ask that you remove the Choozle Smart Container Tag from your site within 24 hours; at this point, you will lose any retargeting pools and campaign data. Also, any feedback you can provide regarding your cancellation would be greatly appreciated.

      Billing Receipts & Refunds

      Choozle bills at both the Organization Account level and the individual Advertiser Account level. Platform fees are billed to the Organization, while campaign fund refills and CRM fees are billed to the respective Advertiser Accounts.

      As you launch your digital advertising campaigns, please note that all activity within the platform is live—there are no "test" dates or budgets. Your credit card will be charged based on the campaign budget on the first day the campaign goes live.

      Billing Tips

      Choozle offers two billing options: invoicing and prepaid billing.

      • Invoicing: Charges accrue throughout the month. A monthly invoice will include campaign spend from the previous month, your subscription fee, and any charges for paid features.

      • Prepaid Billing: You add funds before running campaigns. As ads run, costs are deducted from your prepaid balance daily.

      Think of it like managing fuel in a car—if your prepaid balance runs out, your campaign will stop running, just like a car without gas. Your payment method is charged for both the initial funding and any ongoing ad spend needed to maintain your balance.

      Important Note About Archived Campaigns

      If a campaign is archived and later unarchived, any edits to ad groups will activate those ad groups. These will begin spending and your card will be charged at the end of each day based on the costs incurred.

      To avoid unintentional charges:

      • Do not edit archived ad groups

      • If you must make changes, ensure all ad groups are disabled—even if the campaign is in an "archived" state

      Let us know if you have any questions about billing or campaign setup!

      Billing Receipts

      Within the Transactions tab, you'll access a comprehensive overview of all billing activities associated with your Choozle account. This feature provides a detailed and searchable log of financial transactions, offering transparency and clarity regarding your account's billing history. Updated daily, it ensures you stay informed about your financial interactions with Choozle.

      In the transactions tab, you’ll find the following:

      • Funding Payments: Track all payments used to fund your account, whether through auto-refill settings or manual funding events. Each transaction is hyperlinked to a more detailed receipt, if needed.
        Note: For subscription fee receipts, please reach out to your Choozle representative directly.
      • Campaign Spend Charges: Monitor charges incurred as your campaigns run, ensuring you stay on top of your advertising expenses.
      • Refunds: Keep track of any refunds issued to your account, providing insight into adjustments made to your transactions.
      • Balance Adjustments/Credits: Stay informed about any adjustments or credits applied to your account balance, ensuring accuracy and transparency in your billing records.

      Export Options

      You can export the transaction log in either PDF or CSV format. This export capability enhances accessibility and enables you to utilize your billing information for reporting or auditing purposes.

      Refunds & Cancellations

      Your subscription to the Choozle platform is canceled at the Organization level. You must cancel your Organization, including all subsequent Advertiser Accounts, before the end of the month to avoid subscription charges for the next billing cycle.

      Upon subscription cancellation, you will retain access until the current billing cycle ends. After that, you will lose all access to the Choozle platform and any data or information stored in your accounts. If you need any assistance with this process, please contact our Support Center.

      To cancel your subscription, simply select the “Cancel Account” option in the platform account settings.

      If you request to cancel your account and would like a refund for any unspent prepaid balance, please note that it is your responsibility to submit the refund request. Refunds for account cancellations will be processed at the end of the month in which the cancellation and refund request is made. For example, if an account is canceled in December, the processing date will be 12/31. Additionally, please ensure you disable the auto-refill option in your billing settings when submitting your cancellation/refund request.

      Important Note: It is required that all paused or active campaigns with future end dates be ended or archived before requesting a refund. Since paused campaigns are still considered active, they can affect your account balance, and we cannot proceed with the refund process until all necessary adjustments to these campaigns are made. If you plan to restart these campaigns in the future, we recommend leaving a balance in your account to facilitate that.