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Account, billing and security
Account, billing and security
Plans, credits, invoices, roles and permissions, and moving from Close.
7 articles
Plans, seats and invoices
Change your plan, see what you’re billed for, and download invoices.
Credits: balance and top-ups
What credits pay for, how to check your balance, and how to buy more.
If a payment fails or your trial ends
What happens to your account, and how to get back up and running.
Cancel your subscription
Cancel from Billing, and keep access until the end of the period.
Roles and permissions
What each role can do, custom roles, and per-person permissions.
Remove a team member
Revoke someone’s access and hand over their work.
Move your data from Close
Import your whole Close account, with history, in the background.
Still stuck? We’re here to help.
Email our support team and a real person will get back to you.
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Account, billing and security | Leadey Help