Understand the Plans & Billing section
Updated over a week ago

Heeeeey lemlister! πŸ‘‹

If you want to understand how to navigate your plans & billing section, you've come to the right place!

πŸ’‘ Please note that only users with an Admin role have access to the Plans and Billing section.

To access it, on the top right 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:

πŸ‘οΈ Invoices management:

  • Check when your next invoice is due

  • how much that next invoice will be

  • check and download your invoices by clicking on the eye

πŸ“§ 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 to automatically.

πŸ’³ 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 for another by clicking on the pen

βš™οΈ Choose / update / cancel your plan

I want to choose my plan

  • find the product you're interested in and click on Upgrade plan

  • Choose:

    1. monthly or yearly subscription

    2. how many seats you want to have

    3. and finally, a plan that you want to upgrade to

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 + bottom 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 πŸ˜ƒ

I want to cancel my plan

  • Click on Manage plan for the product concern by your need

  • 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 canceled, 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:

πŸ‘―β€β™€οΈπŸ‘―πŸ‘―β€β™‚οΈ 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:

πŸ’‘ 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 πŸ‘Œ Don't hesitate to reach out to us on the chat if you need more information.

Enjoy ❀️

Did this answer your question?