Manage billing, cancellation, and refunds

Review plan status, payment method, invoices, purchases, add-ons, and period-end cancellation.

When to use this

Use Billing to verify what is active, open the Customer Portal, download invoices, or schedule cancellation.

Open Billing.
Review Current plan, renewal or cancellation, balances, purchases, add-ons, and sending inboxes.
Use Customer Portal for payment method and hosted billing controls.
Open or download invoice or receipt links.
To cancel, select Cancel at period end and confirm Schedule cancellation.
For a dispute or refund review, contact support with invoice number and charge date.

Controls in Leama
Control	What it does
Customer Portal	Opens payment and subscription controls.
Invoice / receipt	Opens hosted invoice or PDF when provided.
Cancel at period end	Starts cancellation confirmation.
Schedule cancellation	Confirms future cancellation.
Recurring add-ons	Shows Active or Scheduled cancel.

Billing shows the current or scheduled state and effective date. Scheduled cancellation preserves access until period end.

Customer-visible states
State	Meaning
Active / Trial / Free	Current billing state.
Cancellation scheduled	The plan remains until the displayed date.
Past due / Unpaid / Incomplete	Payment needs attention.
Purchase Pending / Failed / Refunded	The purchase is not a completed paid balance addition.

Cancellation changes future access and does not erase account data. Add-ons bill until their shown cancellation date.

Problems and next steps
Problem	What to check
Payment issue	Update payment in Customer Portal; scheduled workflows may pause.
Credits were not added	Confirm the purchase is Paid.
A refund review is needed	Contact support with email, invoice, amount, date, and reason.