Managing Plans & Billing

The LendingWise Billing Portal lets you view your plan, add add-ons, update your payment method, edit account and billing details, download invoices, and pause or cancel your subscription. To add or remove users or change your plan, email helpdesk@lendingwise.com.

What can I manage in the Billing Portal myself, and what requires support?

In the Billing Portal you can see your plan and what you're billed for, add add-ons, update your payment method, edit your account information and billing address, download invoices, and pause or cancel your subscription.

To see how many users your plan includes, click your name in the top right corner, then Modify Plan / Update Billing. Watch: check your user seats (0:13).

How do I open the Billing Portal?

1. Click your name in the top right corner of LendingWise.
2. Click Modify Plan / Update Billing. The Subscription Details page shows your number of users, your add-ons, how many users can log in, and how many seats are unused.
3. Click Manage or Cancel Plan.
4. Enter the email address of the account or billing holder, click Continue, then enter the one-time code sent to that email.

You can also open the Billing Portal directly, without logging in to LendingWise. Use the email address you used when you activated your account.

Note: Only the account or billing holder can open the Billing Portal. To change the billing holder or add another authorized email, email helpdesk@lendingwise.com.

See your plan and what you're billed for

Click your plan at the top of the Billing Portal. You'll see how much you're billed and how often, your add-ons, and the card you pay with. Click View Breakup to see the amount for each item.

How do I add an add-on?

1. Click your plan, then Edit Subscription.
2. Click Add Addons. Each add-on shows its price.
3. Tick the add-ons you want, then click Add.
4. Check the new total, then click Update Subscription.

To remove an add-on, email helpdesk@lendingwise.com.

Pause your subscription

Click your plan, then Pause Subscription. Pick 7, 14, 30, 60 or 90 days, then click Pause Subscription. The pause starts right away. While it's paused, you aren't billed and your plan doesn't renew.

Cancel your subscription

Click your plan, then Cancel Subscription. For the full steps, see How to cancel my LendingWise account. If something isn't working for you, email helpdesk@lendingwise.com first. We may be able to help.

Update your payment method

Click Payment Methods. Click your card to update it, or click Add New to add another card. A backup card is used if your main card fails.

Edit your account information and billing address

Click Account Information to edit your name, email, phone number and company name. Click Billing & Shipping Addresses, then click your address to edit it.

Billing history and invoices

Click Billing History. Click Download next to any invoice to save it as a PDF.

Do deactivated users still count toward my seats?

Deactivating a user in LendingWise doesn't remove the seat from your plan. To stop paying for a seat you no longer need, email helpdesk@lendingwise.com and our team will update your plan.

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.