Lifted Work Lifted Work

How to Manage Your Lifted Work Plan and Billing

How to Manage Your Lifted Work Plan and Billing

View your plan, update payment methods, monitor usage, and resolve failed payments. Admin access required.

1 Viewing Your Current Plan

Go to Settings > Plan. You’ll see your current plan, billing period, usage stats, and payment history.

2 Upgrading or Downgrading

Change your plan at any time from Settings > Plan.

  • Upgrades take effect immediately
  • Downgrades apply at the end of your current billing period

3 Updating Your Payment Method

Add or update your credit card in Settings > Plan. Changes apply to all future charges.

4 Understanding Usage

Monitor your usage against your plan limits on the billing page:

  • Active clients – how many clients you have vs. your plan’s included count. Additional clients are billed per active client, and a client only counts while it is active.
  • AI tokens – tokens used for AI processing this billing cycle vs. your plan’s allocation. Most of this comes from Lifty and from any playbooks running on a schedule.

5 Viewing Invoices

View and download past invoices from the billing page. Each invoice shows the billing period, amount, and payment status.

6 If a Payment Fails

  • Go to Settings > Plan and update your payment method
  • Retry the charge from the billing page
  • The system will attempt to charge the updated card
  • If payment continues to fail, your account may be marked as past due – update your card to resolve this

Contact support if billing issues persist after updating your payment method.

FAQ

Frequently asked questions

Who can change the Lifted Work plan or payment method?

An agency Admin can manage the plan, card, invoices, and billing status from Settings > Plan. Managers, Employees, and Workers do not have billing access.

When does a Lifted Work plan downgrade take effect?

A downgrade applies at the end of the current billing period. An upgrade takes effect immediately, so check the plan details and active-client usage before confirming a change.

What should I do after a subscription payment fails?

Update the payment method in Settings > Plan, retry the charge from the billing page, and confirm the invoice status changes. Contact support if the retry still fails or the account remains past due.

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