How do trials work?

What’s great about Branch is all products come with a 14-Day Trial. We want our customers to be successful while using Branch products and this trial period allows setup and testing of the product(s) free of charge. If you sign up on the 1st of the month, paid usage will not begin accruing until your trial period is over, 14 days later.

How does billing works?

Branch’s service period runs from the 1st of the month to the last day of the month. Your Branch billing cycle is recurrent and occurs on a monthly basis on the 1st of every month. If you sign up part way through the month, your first invoice will be prorated. 


What happens if I sign up part way through the month?

All partial billing periods will be prorated. If you sign up for any of our premium products part way through the month, your first invoice will be prorated. For example, if you sign up on May 25th, your trial will start on May 25th and will run for 14 days, until June 7th. Your charges and usage will accrue from June 8th to June 30th, and your first invoice will be issued on September, for the charges and usage for that service period.


When will I be billed?

Branch bills in "arrears", which means we will send your invoice at the end of the service period. This is similar to a utility bill such as gas or electricity, where instead of being billed up front, you are billed on a monthly basis for the previous month's usage. 


What payment methods do you accept?

We only accept credit cards for online sign ups. Payment is collected automatically from the payment method on file. Once your payment and billing information has been entered, no further action is required to pay off your monthly invoice.

How can I update my credit card information?

You can update any of your billing information in the dashboard. Go to “Account Settings” on the navigation menu, to the left hand side of the Dashboard. From there, navigate to the “Billing” tab, in the tabs menu at the top of the page. Here you will be able to update your credit card information.


How can I upgrade my subscription?

If you need to upgrade your subscription, please reach out to and we will help you with any changes in your account.


How can I change or cancel my subscription?

If you wish to cancel your subscription to premium product(s), you will be able to do so directly from the Dashboard.  


Here are the steps:

1. Log in to your Branch account at
2. Visit
3. Click "Cancel" in the lower right corner and follow any confirmations.
4. You're all set!



How can I have access to my invoice and payment receipt?

After each invoice is generated, it will be automatically paid off using your payment method on file. We will send an email to the billing contact in the account with the details of the charge and a copy of the invoice receipt.  Need a copy of your receipt? Please reach out to and we will be happy to assist with this request.


My company requires additional information such as a W-9 before we can process payments. How do I get that information?

If you need any additional documentation from Branch before you can sign up for our service, please reach out to