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, on 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:
👁️ 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
📧 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.
💳 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
⚙️ 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 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 + 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 😃
I want to cancel my plan
I want to cancel my plan
Go to the Plans and Billing section and Click on Manage plan for the product concern by your need and the 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:
👯♀️👯👯♂️ 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 👌 Don't hesitate to reach out to us on the chat if you need more information.