Plans, Billing, and Subscriptions

    Setup Guide

    Manage your workspace plan, seats, payment method, and subscription invoices.

    By Sebastian StreiffertPublished Jan 10, 2026Updated May 29, 20265 min read

    Where to manage billing

    Workspace admins open (or use the Billing shortcut in the sidebar when you have permission). From there you can compare plans, change seats, update payment method, and download invoices.

    Plans & upgrade: Settings → Company Settings → Billing → Plans
    Payment method: Billing → Payment details
    Invoices: Billing → Invoices
    Usage limits: Shown on plan cards and in feature gates

    Plans and seats

    Each workspace is on a plan that unlocks features (for example System Operations, advanced integrations, or Lumen credits). Plans are billed per workspace, often with a seat count for active users.

    • Compare plans on the Plans tab before upgrading — you see what changes immediately.
    • Seat changes apply to how many users can be invited; remove inactive users before lowering seats.
    • After checkout you return to Lumenbase automatically; subscription data refreshes within a few seconds.
    Need a quote or annual contract? Use from the marketing site or open a support request from .

    Invoices in the CRM vs workspace billing

    CRM Invoices track customer billing tied to deals and accounts. Workspace billing invoices are your Lumenbase subscription charges — they live only under Company Settings → Billing.

    Troubleshooting

    Payment failed or plan did not update

    1. Refresh the Billing page after returning from Stripe.
    2. Confirm you are a workspace admin with billing.view permission.
    3. If the charge succeeded but the plan is wrong, open a support request with the Stripe receipt.

    Feature still locked after upgrade

    Sign out and back in, or wait a minute for usage limits to refresh. Some features also require Company Settings configuration (for example integrations).

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