1. Who operates PlanBill
PlanBill is operated by Ecle Coastal LLC d/b/a PlanBill. The website and service are offered at planbill.net. References to "we" or "us" on this page mean Ecle Coastal LLC d/b/a PlanBill in connection with PlanBill.
2. Availability
Transactional SMS is not generally available yet. We are completing toll-free registration and carrier verification, including with partners such as Twilio. Until we turn sending on for your organization, you should not rely on SMS delivery in PlanBill. The sections below describe how the product is designed to work once messaging is operational and you have met plan and consent requirements.
3. What we plan to use text messaging for
When SMS is enabled for your business and a customer has opted in, messages are intended to be limited to transactional notices tied to account activity, for example:
- Invoices and invoice-related links
- Estimates and estimate-related links
- Payment links and payment confirmations
- Due-date and past-due reminders, when your business turns on reminder automation and the customer allows reminder texts
We do not use this channel for promotional or marketing campaigns.
4. How customers opt in
Customers must give explicit consent before transactional SMS is used. PlanBill records consent through customer-facing pages such as the public estimate review page and the PlanBill-hosted invoice payment page shown before secure checkout. These pages use an unchecked, optional checkbox next to SMS disclosure language describing the kinds of texts the customer may receive.
The disclosure states that the customer agrees to receive text messages from PlanBill about invoices, estimates, payment links, payment confirmations, and payment reminders, that message frequency varies, that message and data rates may apply, and that they can reply STOP to opt out or HELP for help. Consent is not a condition of purchase or use of the service.
Consent and delivery preferences are stored with the customer record, including when consent was recorded where applicable. Your business is responsible for using the mobile number the customer provided and for honoring opt-out requests. This page is provided as a public reference for carriers and reviewers describing how opt-in works in the product.
5. Message frequency and costs
Message frequency varies based on how often your business sends documents, payment activity, and reminder schedules when enabled. Message and data rates may apply according to the customer's wireless plan.
6. Opt out and help
Recipients can typically reply STOP to cancel further transactional SMS to that number. They can reply HELPfor a short help reply when supported by the messaging setup. Your business may also update the customer's preferences in PlanBill, for example by marking the customer opted out on their profile.
For account or product help unrelated to keywords, customers should contact your business directly. For questions about PlanBill itself, use the contact information at the end of our Privacy Policy.
7. Privacy and terms
How we handle personal data, including phone numbers, and how we work with messaging providers is described in our Privacy Policy. Use of the service, including messaging capabilities, is subject to our Terms of Service.