Managing Your Subscription

Leadflip uses Stripe for billing. You manage everything subscription-related from Account Settings > Plan & Billing.

Where to find it

Sidebar > Account Settings > Plan & Billing.

What you see

Three sections on the page:

Changing your plan

The flow is Stripe-hosted, meaning Leadflip sends you to Stripe Checkout for the actual transaction, then routes you back when it's done.

Upgrading (e.g. Starter → Growth)

1. On the Plan & Billing page, click Change Plan (or Choose a plan if you're not yet subscribed).
2. Stripe Checkout opens in your browser.
3. Pick the new plan and billing interval (monthly or yearly).
4. Confirm payment.

You're charged a prorated amount for the rest of the current billing period. The new plan takes effect immediately.

Downgrading

1. Click Change Plan.
2. Pick the lower plan.
3. Confirm.

The downgrade takes effect at the end of your current billing period, so you keep paid-tier access until then. If your current usage exceeds the new plan's limits (lead volume, team seats, entities), you'll need to reduce usage before the cycle rolls over.

Switching billing interval (monthly ↔ yearly)

Same flow as above. Pick the same plan with a different interval. Yearly switches usually issue a prorated credit and start a new annual cycle. Monthly switches typically wait until the current yearly period ends.

Promo codes

If you have a promo code (from a partner, a referral, a launch promotion):

1. On the Plan & Billing page, enter the code in the Promo Code field under "Change Plan".
2. Click Validate.
3. If valid, the discount is applied on your next Stripe Checkout.

Codes are case-sensitive and may have time or use-count limits. Validation errors will tell you which.

Refer a Friend

Every account has a unique referral link visible at the bottom of the Plan & Billing page. The terms:

• Anyone who signs up through your link starts a normal trial.
• If they complete 2 paid months, you get 1 free month of your current plan.
• Capped at 12 free months per year (24 successful referrals).

Click Copy link to copy the full URL to your clipboard. Share via email, Slack, social, whatever works.

Payment method

The payment method on file is managed inside the Stripe Customer Portal, not directly in Leadflip. To update your card or invoice email:

1. Click Change Plan to go to Stripe Checkout, OR
2. Use the customer portal link (sent to you via email with each invoice).

Stripe handles all sensitive card data. Leadflip never sees or stores raw card numbers.

Canceling

1. Go to Plan & Billing.
2. Use the cancel option in the Stripe Customer Portal (link in any past invoice email, or via the change-plan flow).
3. Confirm.

Your subscription stays active until the end of the paid period you've already covered. After that:

• Your data stays put (we don't delete anything).
• The app drops to read-only or limited functionality, depending on the plan you came from.
• You can resubscribe anytime by clicking Change Plan and picking a tier again.

Viewing invoices

Two routes:

• Account Settings > Billing & Invoices. Stripe-hosted invoice list inside the app.
• Email. Stripe sends each invoice to the email on your account.

Each invoice can be downloaded as a PDF and is marked Paid, Open, or Past Due. The invoices visible here are for your Leadflip subscription, not the partner invoices you generate inside the Distribution module. Those live in Distribution > Invoices.

Overage charges

If your plan has soft limits (lead volume, distribution count, etc.) and you exceed them, overage is billed at your plan's per-unit rate and added to the next invoice. Hard limits are different: when you hit a hard limit (for example, team seats), the relevant action is blocked instead of charged. See Plans & Pricing for which limits are which.

EU customers: VAT

If your billing address is in the EU, Stripe collects VAT at the rate of your country, displayed as a separate line on every invoice. Business customers with a valid VAT ID can enter it in Stripe Checkout to apply the reverse-charge mechanism (no VAT charged; you account for it on your end).

Troubleshooting

Related articles

• Plans & Pricing. Plan tiers, included quotas, overage rates, free trial.
• Account Settings. Where Plan & Billing lives.
• Distribution Invoicing. Invoices you generate FOR your partners (different from the invoices Stripe issues to YOU).