Billing Policies


PlanPlus™ Agreement Terms: All PlanPlus™ Business and PlanPlus™ Professional Edition
accounts are 12-Month Agreements and may be paid Monthly or Annually. All Agreements will
automatically renew unless canceled. (End User License Agreement) The PlanPlus™ Personal
Planner Edition is available on an Annual Agreement, with a reduced annual payment for the
recurring years. All Month-to-Month Agreements will be considered to be in effect until canceled.

Delinquent Accounts

The PlanPlus™ Online Team reserves the right to suspend the customer’s account if not paid by the
due date. PlanPlus Online may choose, at its option, to let delinquent accounts remain active. The
customer will remain liable for all account charges until the account is canceled. Accounts must have all payments current for data to be exported.

Payment

All payments must be made by the end of the billing period. Accounts will be billed for all Allocated
Licenses in the account. Payment is expected via credit card (Visa, MasterCard, and American
Express) or EFT (electronic funds transfer). In some cases, invoice billing may be acceptable.
Contact a sales rep for details.

Cancellation Policy

Cancellation requests must be made 10 days before the agreement renewal date in order to avoid
automatic renewal and the related billing charges. You may cancel from within your PlanPlus™
account or by contacting our support team. If you request cancellation via email your cancellation
request may take up to 14 days to process. If the next billing date is within 2 weeks, it is highly
recommended that the cancellation is done from within the account to avoid additional charges.
Annual Agreements require payment of balance due at the time of cancellation.

Refunds

Our products have a 7 day trial period which if canceled prior to the 7th day you will not be charged.
Discretionary refunds will be reviewed by our billing department if requested within two business
days from the date of the transaction. No refunds will be given for Professional Services rendered.

PlanPlus™ Implementation / Customization

All fees for Implementation / Customization Services will be due in advance. Work may begin on the
account as soon as a Statement of Work has been agreed to and signed by customer.

PlanPlus™ Training

Minimum of 24 hours notice is requested to reschedule or cancel a training event. Contact
Information For questions, please contact, COMPLETE xRM: Phone: 801.438.3460 Attn:
PlanPlus™ Online Team 3216 Highland Drive, Suite 302, Salt Lake City, UT 84106