Heeeeey lemlister! 👋
If you want to understand how to navigate your plans & billing section, you've come to the right place!
💡 Please note that only users with an Admin role have access to the Plans and Billing section.
To access it, in the bottom left corner, click on your profile picture and choose - Plans & Billing.
Now that you're there, here's everything that you can do from that section (This section also includes information about refund policies and post-cancellation processes.)
👁️ Invoices management:
Check when your next invoice is due
How much is the next invoice
Check and download your invoices by clicking on the cloud
📧 Automatically send my invoices to a specific email address
Find the "send invoices to" section and click on the pen to edit
You'll get to enter and save up to 2 email addresses to which you want to send your invoices automatically.
💳 Manage your billing details
Check in a glimpse which credit card is currently used to pay for the plan
access and modify the billing address by clicking on the pen
change the credit card to another by clicking on the pen
⚙️ Choose / update / cancel your plan
I want to choose my plan
I want to choose my plan
Find the product you're interested in and click on Manage plan
Choose:
monthly or yearly subscription
How many seats do you want to have
and finally, a plan that you want to upgrade to
I want to upgrade/downgrade my plan
I want to upgrade/downgrade my plan
Find the product and plan you are interested in upgrading or downgrading.
Click on Manage Plan
If you want to upgrade or downgrade the number of seats, click on the - or + button at the top
If you want to change to a monthly/yearly subscription, switch the button on the top right corner
if you want to upgrade / or downgrade to an upper / lower plan, simply choose the plan you're interested in 😃
I want to cancel my plan
Go to the Plans and Billing section and click on Manage plan for the product concerned by your need, and click on Cancel your current plan:
You'll be asked to confirm that you need to cancel by clicking on the button Cancel my lemlist subscription
In case you have a lemwarm subscription, you will need to choose the option if you want to cancel the lemwarm subscription as well, or leave it active
Once you have cancelled, you should see a little warning icon next to your plan, and when hovering above it, we will tell you when exactly your plan will be over:
📝 Tips for Managing Refund Requests:
Submit your refund request promptly if you qualify under policy guidelines.
Always review the Terms and Conditions before proceeding with a refund inquiry.
Refund Policy
Auto-renewal charges generally can't be refunded unless approved in exceptional cases by the support team.
Items like lemlist bought domains and emails are non-refundable due to contractual terms.
After cancellation, your subscription will remain active until the end of your billing cycle if prepaid. Refunds are subject to lemlist's terms, and processing typically takes 1–10 business days, depending on your bank.
I want to add more sending addresses, but not seats
I want to add more sending addresses, but not seats
You can now add additional sending addresses to your account without the need to invite another user to your team.
You can simply add as many email addresses as you want by clicking here:
Choose how many email addresses you want and confirm (they will be billed the same way you chose your primary subscription; if you are on the yearly plan, they will also be charged for the whole year)
👯♀️👯👯♂️ I want to see who is using seats in my team.
Still in your Plans & Billing section, if you were to scroll down a little, you'll get to see which users are currently using some of your paid seats:
💡 If you're trying to downgrade the number of seats for a specific plan and you can't, it's probably that you need to disable seats first.
I.e, I'm currently paying for 101 seats, and 57 are currently used.
If I were to go and downgrade my seats, I would not be able to downgrade under 57 seats because 57 users currently have a seat that is enabled.
If I wanted to downgrade to 56 seats, I would need to disable the seat of one user.
And there you go lemlister 👌