Articles on: Account & billing

Manage your subscription

This article covers the day-to-day mechanics of running your Lido subscription: upgrading, downgrading, switching to annual, updating payment methods, viewing invoices, and canceling. Pricing details live at https://www.lido.app/pricing — this article focuses on how, not how much.



Where to manage everything


Workspace billing settings is the single source of truth:


  • Open Lido and go to workspace settings → Billing (or Plans & Billing, depending on your plan).
  • From here you can see current plan, current usage, payment method, invoice history, and the upgrade/downgrade controls.


If you don't see the Billing section, you're not the workspace admin. Ask the person who created the workspace to grant you billing access or to make the change for you.



Upgrade


  1. Go to workspace settings → Billing.
  2. Click Change Plan and pick the new tier.
  3. Review the prorated charge and effective date.
  4. Confirm.


Upgrades take effect immediately. New page allowance and feature access are available right away. You're charged the prorated difference for the rest of the current cycle.



Downgrade


  1. Go to workspace settings → Billing.
  2. Click Change Plan and pick the lower tier.
  3. Confirm.


Downgrades take effect at the end of your current billing cycle. You keep all current-tier features and allowance until the cycle ends; the new tier kicks in at the next renewal.


Before downgrading, double-check:


  • Are you within the new tier's page allowance? If you're regularly over, you'll hit overage on the new plan.
  • Do you rely on a feature (API, Workflows, custom retention) that the lower tier doesn't include? Workflows or extractors using removed features will stop running.
  • Will you lose user seats? If you have more users than the new tier allows, you'll be asked which seats to drop.



Switch from monthly to annual (or back)


Annual billing typically gets a discount. To switch:


  1. Workspace settings → Billing.
  2. Click Switch to annual (or Switch to monthly).
  3. Confirm the new cadence and prorated charge.


Switching to annual charges the annual amount up front, minus credit for unused days on the monthly plan.


Switching back to monthly takes effect at the end of the annual term — you don't get a refund for unused months on the annual plan.



Update your payment method


  1. Workspace settings → Billing → Payment Method.
  2. Click Update and enter the new card details on the secure form.
  3. Save.


The new card is used for the next renewal. Outstanding invoices on the old card are not automatically retried — if a charge failed, manually retry it from the Invoice History.


For card replacement (lost/expired): update the card before the next renewal date to avoid a failed payment and a service interruption.


For ACH/wire/PO billing: this is available on Enterprise and some custom Scale plans. Ask in chat to set it up.



View invoices and receipts


  1. Workspace settings → Billing → Invoice History.
  2. Click any invoice to view, download as PDF, or email it to your accounting team.


Each invoice lists the plan, billing period, page usage, overage charges (if any), and payment method.


To change the billing email, name, address, or VAT/Tax ID on invoices, edit them in Billing → Billing Details. Updates apply to future invoices, not retroactively.



Cancel


  1. Workspace settings → Billing → Cancel Plan.
  2. Confirm. Cancellation takes effect at the end of the current billing cycle.


You keep full access until the cycle ends. After that, the workspace moves to the Free tier — you keep your data, but page allowance drops to the Free limit and paid features (API, advanced workflows, etc.) become unavailable.


To delete the workspace entirely (data and all), see the security and data handling article. Canceling does NOT delete data; deletion is a separate, deliberate action.



Failed payments


If a renewal charge fails:


  1. Lido emails the workspace admin.
  2. The workspace stays on the current plan for a grace period (typically 7 days).
  3. If payment isn't resolved, the workspace moves to the Free tier and paid features pause.
  4. Once you update the payment method and the charge succeeds, paid features resume.


Workflows and API calls during the Free-tier window will use Free-tier limits, which can cause silent throttling. Watch your usage and update the card promptly.



Workspace seats and team members


User seats are distinct from page allowance. Each plan includes a number of seats; adding users beyond the included count triggers a per-seat charge or requires a plan upgrade, depending on tier.


To add a user:


  1. Workspace settings → Members → Invite.
  2. Enter their email and pick a role.
  3. They get an invite email.


To remove a user:


  1. Workspace settings → Members → find the user → Remove.
  2. Their access is revoked immediately. Anything they created (sheets, workflows) stays in the workspace and remains owned by you.



Refunds


Lido's general policy: prorated refunds for downgrades aren't issued; you keep the higher-tier access until the end of the cycle instead.


For exceptional circumstances (duplicate charge, billing error, accidental upgrade), ask in chat and the team will review on a case-by-case basis.



Tips


  • Review usage monthly. Set a calendar reminder to glance at the dashboard. Catching trends early avoids surprise overages.
  • Switch to annual when volume is stable. The discount is usually meaningful.
  • Add a billing-only contact email in Billing Details so finance gets invoices without needing a Lido login.
  • Update your card 30 days before expiration. Avoid the grace-period scramble.
  • Document the workspace owner. When the original creator leaves the company, billing access can become a problem. Have a known second admin.



Common mistakes


  • Letting the card expire before renewal. Cards expire silently; paid features pause; team confusion ensues.
  • Downgrading without checking feature usage. A workflow that depends on the API will silently fail after the downgrade.
  • Canceling and assuming data is deleted. Cancellation moves you to Free tier; data is retained. Deletion is a separate action.
  • Adding many seats and not noticing the charge. Each plan includes a finite seat count.
  • Asking chat to negotiate price. The chat agent doesn't set pricing. For volume, education, nonprofit, or startup discounts, the chat connects you with sales.




  • Pricing, plans, and page allowance
  • Security and data handling (data retention and deletion)
  • Get help: contact options

Updated on: 16/04/2026

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