Introduction

Instead of having to contact Lofty Support, you can now access all of your Lofty invoices directly and submit a cancellation request from the CRM. Previous invoices will only be available from January 2021 until now so if you require anything older than that please contact support@lofty.com. 

Summary

• Invoice Management
• Update Payment Method
• In-Platform Account Cancellation Process
• Removing Seats

Invoice Management

Access the Billing Center by clicking your profile picture in the top-right and then selecting "Billing":

Here is what you can do on this page:

• Pay an overdue bill
• Download detailed invoices from January 2021 and forward
• Adjust payment information
• Review payment method, payment date, and the amount charged

Here is what an invoice will look like: 

You can also adjust the name and address that should be listed on the invoice.

This will be reflected on all invoices moving forward:

Update Payment Method

You must have a default payment method on file. If you would like to remove your default payment method, you must first add a new payment method. Once the new payment method has been added, it may be set as the new default. Any payment method that is not the default can be removed at any time.

In-Platform Account Cancellation Process

Lofty account owners can initiate the cancellation process directly via their Lofty Billing Center. 

• This button will be visible only to account owners who have active accounts
• If the user has outstanding bills that have not been paid, the system will require that they pay their outstanding bills before they can request to cancel.

Once clicked, the following pop-up will important information:

• Cancellation reason and feedback 
• Outline of final payments and deactivation date
• On the option to end email services

After requesting to cancel, a member of our team will be in touch to go over the final steps to closing the account.

Removing Seats

When a user is deleted from the CRM, their seat is not automatically deleted. To remove unneeded seats, navigate to Avatar Menu → Billing Center and select Subscriptions. Click Manage next to Seats. 

If there are unused seats available to remove, the number of unoccupied seats will be provided, and you may select the number of seats you want to remove. Occupied seats cannot be removed. 

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by chat with us through your CRM.