The short version. Try the Free tier risk-free. If you upgrade and TradeJot does not work for you within 7 days of your first paid charge, message the bot and we will refund you in full. After that we don't offer refunds for monthly plans, but you can cancel any time and the plan runs until the end of the period you paid for. Annual plans are pro-rated on cancellation.
1. Free tier first
Every TradeJot account starts on the Free tier (5 invoices per calendar month) with no time limit and no payment required. We strongly encourage you to use the Free tier first to confirm TradeJot fits your business before upgrading.
2. 7-day full refund on first paid plan
If you upgrade from Free to a paid plan and decide within 7 days of your first paid charge that TradeJot is not for you, we will refund the full amount. To request this, email support@tradejot.co.za from the email on file (or with your WhatsApp number) within the 7-day window.
This 7-day refund applies once per account, on your first paid month or first paid year. Subsequent renewals are not eligible.
3. Monthly plans after 7 days
- You can cancel a monthly plan at any time by emailing support@tradejot.co.za from the email on file (or with your WhatsApp number).
- Cancellation takes effect at the end of your current billing period. You keep access to paid features until then.
- We do not refund partial months on monthly plans.
4. Annual plans after 7 days
- You can cancel an annual plan at any time.
- If you cancel after the 7-day full-refund window, we will refund the unused complete months remaining on your subscription, less the equivalent of one month at the standard monthly price (because annual plans are sold at a 2-month discount versus monthly).
- Example: you pay R1,500 for an annual Starter plan and cancel after 4 months. Of the original R1,500, the value used is 4 months at R150 monthly = R600. The annual discount adjustment is one further R150. Refund: R1,500 − R600 − R150 = R750.
- Refunds are not available on the final two months of an annual plan, since you would have paid less than that on a monthly subscription.
5. Upgrading and downgrading
- You can upgrade from Starter to Pro at any time. The difference is pro-rated and charged immediately. Your billing date stays the same.
- You can downgrade from Pro to Starter at any time. The downgrade takes effect at the end of your current billing period. We do not refund the difference.
- Switching from monthly to annual or vice versa applies at the next renewal.
6. When refunds are NOT available
Refunds are not available in the following situations:
- The 7-day window has passed and you are on a monthly plan.
- You used the Service materially during the period you are claiming back (defined as: more than 10 invoices created in that period).
- Your account was terminated for breach of the Terms of Service (e.g. fraudulent invoicing, abuse, illegal use).
- You requested a chargeback through your bank without first contacting us. We reserve the right to dispute chargebacks where the refund policy was not followed.
7. How refunds are processed
- Refunds are paid back to the original payment method (the card or bank account used to subscribe).
- We process refund requests within 5 business days. Once processed, banks typically take a further 3 to 10 business days to credit the funds.
- Refunds are denominated in South African Rand. We do not refund foreign-exchange differences.
8. Errors and overcharges
If you believe you have been charged in error (duplicate charge, wrong tier, charge after cancellation), email support@tradejot.co.za with your WhatsApp number and a description. We aim to resolve billing errors within 5 business days, regardless of the timing rules above.
9. Service downtime
We do not offer automatic refunds or service credits for downtime. If TradeJot is materially unavailable for an extended period due to a fault on our side, contact us and we will assess on a case-by-case basis.
10. Consumer Protection Act
This policy does not limit your statutory rights under the South African Consumer Protection Act 68 of 2008 ("CPA"). Where this policy and the CPA differ, the CPA prevails.
11. Changes to this Policy
We may update this Policy from time to time. Material changes apply to subscriptions started after the effective date. Existing subscriptions keep the policy in force at the time of subscription.
12. Contact
Refund requests and billing questions: support@tradejot.co.za