How to Navigate the Plans & Billing Section in lemwarm

Hello lemwarm users! 👋

Need help navigating your Plans & Billing section? You’re in the right place! Let’s walk through everything you can do in this section to manage your account effectively. 😊

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Who Can Access Plans & Billing? 💡

Only users with an Admin role can access the Plans & Billing section.

To access it:

1️⃣ Click on your name in the bottom-left corner. 

2️⃣ Select Plans & Billing from the dropdown menu.

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What Can You Do in Plans & Billing? 🤔

1️⃣ Manage Invoices 📄

• View Invoice Details:
  
  • See when your next invoice is due and its amount.
  • Check and download invoices by clicking on the eye icon.

2️⃣ Manage Billing Details 💳

• Check Payment Method:
  
  • See which credit card is being used.

• Edit Billing Address or Payment Method:
  
  • Click on the pen icon to update your billing address or change your credit card.

3️⃣ Automatically Send Invoices to Specific Emails 📧

• Find the “Send invoices to” section.
• Click on the pen icon to add up to two email addresses where invoices will be sent automatically.

4️⃣ Choose, Update, or Cancel Your Plan ⚙️

Click on Manage plan under lemwarm. 

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Here you can:

• Choose a Plan:
  
  • Select the product, the number of seats, and the billing cycle (monthly, quarterly, yearly).
• Upgrade or Downgrade a Plan:
  
  • Adjust the number of seats by clicking the + or - buttons.
  • Switch between monthly, quarterly, or yearly billing.
• Cancel a Plan:
  
  • Click on the Cancel Plan button and confirm.

5️⃣ See Who Is Using Seats in Your Team 👯‍♀️

• Scroll down in the Plans & Billing section to view which users have active seats.

💡 Tip: To downgrade seats, disable seat access for users who no longer need them.

Example:

• If you have 101 seats and 57 are active, you can’t downgrade to fewer than 57 seats without disabling seats first.

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How to Switch Between Teams 🔄

No need to log in and out! Use the team selector menu in the bottom-left corner of your account to switch teams or create a new one.

Et voilà! 🎉

Now you’re all set to navigate the Plans & Billing section like a pro. If you have any questions, our support team is always here to help. Happy warming! 🚀

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