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. 😊
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.
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.
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.
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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