Who can upgrade or pay?

Only the Account Owner. Managers can view the plan page and invoices but cannot upgrade, renew, cancel or change payment details.

Does Leadnote store my card number?

No. You enter payment details on the payment gateway's secure page. Leadnote never sees or stores card numbers.

Is my subscription charged automatically at renewal?

No. You renew by paying from the Renew option on the plan page. Leadnote shows notices before the end date so you can do it in time.

I paid but my plan did not change. What now?

Plans are activated when the payment gateway confirms the payment. Open the payment status page from your invoices, or contact support with the payment reference.

What happens when I cancel?

The plan does not renew, but you keep full access until the end of the paid period, and your data is kept. You can undo the cancellation before then.

Upgrade, renew and pay for your Leadnote plan

Only the Account Owner can upgrade, renew or cancel a plan. Start from the account menu with Upgrade / Renew, or from Settings, Plans & Billing, then the Modify subscription list. You choose a plan and team size, check your billing details, and pay on the payment gateway's secure page.

You pay up front for the period you choose, monthly or yearly. Your plan then runs until the expiry date on the plan page.

Upgrade from the trial or change plan

Open Upgrade Plan. On the trial you can also use the "Upgrade your Plan" tab or the Upgrade plan button.
In "Choose your plan & size", pick Monthly or Yearly. Yearly is priced lower than twelve monthly payments, and the page shows the saving.
Select Essential or Enterprise. Each card shows the price per user for the period. Prices depend on your currency, so read them on the page.
Enter the Team size / users. It must be at least the number of active users, and the page shows how many you have today.
In "Check billing information", confirm your name, company, email, mobile number, address and country. The country follows your company profile. For India, the address is required and you can tick "I have a GST number" to add your GSTIN.
In "Review and pay", check the lines: price for the number of users, Discount, Sub-total, GST if it applies, and Total payable.
Select "Continue to payment".
In the dialog, review what you pay and select "Pay {amount} securely".

Leadnote shows prices in your organisation's base currency when it can charge that currency. Otherwise it shows US dollars.

Select "Add promo" in the review box to see the offers available for your billing period. Choose one and select Apply. Some offers work only with yearly billing, and those are greyed out when you choose Monthly. Select Remove to drop a code.

Tax

GST is added when the billing country is India. The tax line shows its rate. For other countries, any tax Leadnote charges is shown in the same line before you pay.

The payment page

After you select the pay button, Leadnote opens the payment gateway's own page. Card and bank details are entered there, never in Leadnote. When payment finishes you return to the Payment Status page, which updates by itself while the gateway confirms.

Status	What it means
Waiting for payment	The gateway has not confirmed yet. Leave the page open.
Payment received	Confirmed. Leadnote is applying it to your account.
Paid	Done. The plan is active.
Failed	No money was taken, or the bank returns it. You can try again.
Expired or Cancelled	Nothing was charged. Start the payment again.
Refunded	The amount was returned to the original payment method. It can take a few days to show on your statement.
Needs review	The amount or currency did not match, so nothing was applied. Contact support with the reference.

If you see "Online payment is not available", no payment gateway can charge your currency at the moment. Contact support and they will arrange the payment with you.

What you pay when you change an existing plan

The dialog explains the case before you pay.

Situation	What happens
Trial, Free or expired plan	A new billing period starts today for the full price.
Same plan, interval and seats	Your current period is extended and you pay the full price.
More seats or a higher plan, same interval	You pay only the difference for the rest of the current period. The end date does not move.
Monthly to yearly	A new period starts, with credit for unused time.
Cheaper plan, fewer seats, or yearly to monthly	The change is scheduled for the end of the paid period and nothing is charged now.

A scheduled change shows as "A plan change is scheduled" on the plan page.

Add users

Select Add users in Modify subscription. Leadnote opens the Upgrade Plan page with one more seat than you have. Adjust the Team size and pay the difference. You cannot go below the number of active users.

Renew

Leadnote shows notices on the plan page seven days before the end date. Select Pay now, or choose "Renew an expired plan" in Modify subscription. The button reads "Renew and pay". Renewal extends the period from the current expiry date, so you lose no time by renewing early.

Leadnote does not charge your payment method by itself. Each renewal is a payment you start.

Cancel

Choose Cancel subscription in Modify subscription, add an optional reason and confirm. The plan stays active until the end of the paid period, and the plan page says "Subscription will not renew". Select "Keep my subscription" to undo it before then. After the end date, choose Renew plan.

Saved payment methods

If the gateway you pay with supports it, you see "Save this payment method on file. Renewals are never charged automatically; you confirm each payment." before you pay. A saved method is kept by the gateway. Leadnote only shows its brand, last four digits and expiry on the plan page, under Payment methods. You can Make default or remove it, and expired methods are marked Expired. Saving a method does not make renewals automatic.

After the grace period

If a paid plan passes its end date without payment, the plan page shows "Payment overdue" and a Pay now button, and a grace period runs. By default, the account then moves to the Free plan with the message "Your plan was moved to Free". Your data stays safe, and Pay now restores the plan. Leadnote can instead be set to suspend an unpaid account after the grace period. The notice then reads "Pay now to keep your account active", and a payment lifts that suspension. See plan expired or account suspended.

Plans and invoices

You get an invoice for every payment. See Leadnote invoices and billing information. To understand seats and limits first, read plans, seats and usage.