Managing billing in lemwarm goes beyond checking invoices. It also helps you keep payment details accurate, control who has access, and make sure each team is billed correctly.

By the end of this tutorial, you’ll know how to open Plans & Billing, review and update billing details, manage invoices and invoice recipients, adjust your lemwarm plan, control seat access, and switch between teams when needed.

Your Plans & Billing area is where financial control and team access meet. When you know how to manage this workflow, you can avoid billing surprises, keep subscription details accurate, and make sure you only pay for the seats your team is actually using.

Click your name in the bottom-left corner of the app, then select Plans & billing. This opens the billing workspace for your current team, which is the starting point for invoices, payment details, plan changes, and seat management.

When the billing page opens, you’ll see a full overview of your current team’s billing setup, including your next invoice date, billing information, invoice recipients, available credits, active plans, and assigned seats. This page acts as your main control center, so it’s worth scanning it before making any changes.

In the billing overview, click My invoices to review past invoices and check upcoming billing activity. This is useful when you need records for accounting, want to confirm charges, or need to download invoices for your internal team.

In the Billing information card, click the pen icon. This is where you manage the payment method tied to your account, which is especially important if your card has changed or your finance team needs updated billing details.

When the billing details window opens, update your card details and billing address, then save your changes. Keeping both sections accurate helps prevent failed payments and ensures your invoices reflect the correct business information.

In the Send invoices to section, click the pen icon to add or edit invoice recipient email addresses. Use this if invoices should go to your finance team, a shared billing inbox, or another admin who needs visibility into charges.

In the lemwarm plan card, click Manage plan. This is where you update your subscription based on how your team is growing, shrinking, or changing its billing needs.

Inside plan management, you can adjust the number of seats, change your billing cycle, upgrade, downgrade, or cancel the plan. The reason to make these changes here rather than from the user list is that your subscription defines how many total seats your team can use.

Scroll down in Plans & Billing to the user table. This section shows who currently has access and how seat usage is distributed across your team, which helps you decide whether you need more seats or can reduce costs.

In the user’s row, turn off the lemwarm seat toggle to deactivate their seat. This frees up a seat for someone else or prepares your account for a downgrade if you want to lower your subscription size.

Tip: You can’t downgrade below the number of seats that are still active. If your plan includes more seats than you need, deactivate unused seats first, then reduce the seat count in Manage plan.

Click your name in the bottom-left corner, click your current team, then choose another workspace from the list or click Create a new team. This lets you manage billing separately for each team without signing out and back in.

Suppose you need to give lemwarm access to several new teammates. You would open Plans & Billing, click Manage plan, increase the number of seats, and then use the user table to activate seats for the right users.

If some users no longer need access, first deactivate their seat toggles in the user table. After that, go back to Manage plan and reduce the number of seats so your billing matches your actual usage.

Root cause: Your account may not have Admin permissions.

Root cause: Too many seats are still active in your team.

Root cause: Invoice recipient emails haven’t been updated.

Root cause: The saved card or billing details no longer match your current payment information.