Partner Billing
What changes when a partner pays for your plan or has your setup fee waived, and how to switch to paying us yourself.
Some companies join Instant Estimate HQ through a partner — 3C Connect is one example. A partner can be involved in one of two ways. We set it up with your account, so there's nothing for you to switch on.
Which one applies to me?
| Your partner pays for your plan | A partner set you up, and you pay us | |
|---|---|---|
| Who pays us | Your partner | You, by card |
| One-time setup fee | None | Waived |
| Choose your plan | You skip it — your plan is already on | You choose a plan like everyone else |
| Company Settings → Billing | Plan name and Active, no price, and a note asking you to contact your partner | Plan name, status and price, with Manage billing for owners |
| Warnings about failed payments | Never | Yes, if a payment fails |
| Changing or canceling your plan | Through your partner | Yourself, in Manage billing |
The quickest way to tell: open Company Settings → Billing. No price and a note about your partner means your partner pays.
If your partner pays for your plan
- There's nothing for you to pay or manage. You won't see Manage billing, invoices from us, or warnings about failed payments.
- Changes go through your partner — switching plans, canceling, or anything about what you're charged.
- Your plan doesn't renew or run out on our side. It stays on until your arrangement with your partner ends and we take it off. After that, your team sees Choose your plan the next time they sign in.
Don't pay on Choose your plan. If your partner pays for your plan but you're shown Choose your plan — which can happen the first time you sign in, before we've switched your plan on — email support@instantestimatehq.com instead. Paying there starts a separate bill on top of your partner's.
If a partner set you up and you pay us
You pay by card like any other company, just without the one-time setup fee:
- On Choose your plan, the monthly prices have no "+ $499.00 one-time setup fee" line, and the Yearly tab reads "Save $389 vs monthly" on Starter and $789 on Ultimate.
- Checkout has no setup fee, and it stays waived if you cancel and come back later.
- A checkout page you opened before we waived the fee still includes it. Close it, go back to Choose your plan, and click Choose plan again.
- Paid the fee before it was waived? Email us and we'll refund it.
Once you've subscribed, nothing on the Billing tab mentions the waiver. Everything else works as described in Manage Billing.
Switching to paying us yourself — or the other way
Email us and let your partner know. Don't start a checkout or cancel your plan yourself — we'll switch it over for you, so you're never billed twice or left without a plan. If you move to paying us yourself on a monthly plan, the setup fee applies unless it's been waived for your company.
Not sure how your plan is billed? Email support@instantestimatehq.com with your company name and we'll tell you.