Managing Plans & Billing

Managing or updating your subscription allows you to:

• Upgrade or adjust the number of users
• View and update account billing details
• Manage add-on features
• Reactivate your account or access billing directly without logging in — visit the Billing Portal. Otherwise, follow the steps below to log in and manage your subscription plan. 
  
  NOTE: To access the billing portal, use the same email used when activating your account. We can add additional authorized emails upon your request. 

To access this, log in to your LendingWise back office, then follow these steps:

1. Click your Profile Name, located on the upper right corner of the screen.

2. Choose Modify Plan/Update Billing.

3. On the Subscription Details page, you will see the following:

• Subscription info: This allows you to see the current subscription you have, including the number of users and add-ons.
• Usage Info: This allows you to see the number of users allowed to log-in, and the used and unused seats.

4. Click Manage or Cancel Plan. As part of the verification process, you’ll be asked to enter your email address and an OTP.

5. Once verified, you’ll be redirected to the Manage Subscription page, where you can see:

• Current plan and details: Once clicked, you will see the option to edit and cancel subscription.
• Account Information
• Billing and Shipping Addresses
• Payment Methods
• Billing History: Once clicked, you see the option to download invoices.

NOTE: Only the account/billing holder will have access to the billing subscription. Please send an email to helpdesk@lendingwise.com to update the account/billing holder.

Here is a quick video tutorial:

Here is also a quick step-by-step walkthrough:

Note:

To ensure that you are only billed for active users, we kindly ask that you regularly review and update your billing information. If you deactivate users from your account, but do not update your billing details accordingly, it may result in continued charges for inactive seats.

Please take a moment to:

1. Review Your Active Users: Check if there are any inactive users that should be removed.
2. Update Billing Information: Ensure your billing reflects the current number of active users.

Keeping your account updated helps us provide accurate billing and ensures that you are not charged for any unused seats.

How do I pay?

LendingWise automatically charges the payment method on file at the start of each billing period — no manual invoice payment is required. Enterprise and custom agreements may differ. For questions about your billing arrangement, contact helpdesk@lendingwise.com.