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LeadSmart AI

2 min read

Manage billing and change plans

Upgrade, downgrade, change payment method, and download invoices for accounting from one screen.

Billing is self-serve. You can change plans, swap payment methods, and download any past invoice without contacting support. Plan changes prorate immediately — downgrades take effect at the next billing cycle so you don't lose mid-cycle features.

Step by step

  1. Open Account → Billing from the sidebar (or the avatar menu).

  2. Current plan + next-bill date show at the top. Click Change plan to upgrade/downgrade.

  3. Click Update payment method to swap cards or switch to ACH.

  4. Scroll to Invoices to download any past invoice as a PDF — useful for accounting.

  5. Cancellation is a one-click action under Subscription → Cancel. You keep access through the end of the paid period.

Need help with something else? Browse all guides or email support.