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Account, Plans & Payments

Sign in, manage your plan, members, billing, and account privacy.

17 articles
Account and Subscription Data Understand the account-related information stored by Send Listy and what happens to those records when the account is deleted. Cancel or Resume Automatic Renewal Stop renewal at the end of the current paid period or resume renewal before the subscription ends. Downgrade a Paid Plan Review downgrade eligibility, seat requirements, and when a lower plan will take effect. Failed Renewal and Grace Period Understand what can happen if an automatic subscription renewal fails. Family and Business Plan Members Review seat usage and the members covered by a multi-account Send Listy plan. Invitation and Payment Privacy Safeguards Review the privacy and security safeguards used for plan invitations and payment processing. Invite a Member to a Family or Business Plan Invite another person to use an available plan seat through the enabled invitation methods. Manually Managed Plans Understand plans that are assigned and renewed by a Send Listy administrator instead of the payment provider. My Plan Review your current Send Listy plan, status, period end, renewal state, account count, and seat usage. Paid Plan Checkout Start a paid-plan checkout after Send Listy validates the current plan, account, and plan-change rules. Payment Records and Refunds Understand how Send Listy records payments and where refund ownership belongs. Plan Change Confirmation Review the billing effect of a paid upgrade or downgrade before Send Listy changes the provider subscription. Remove a Member from a Shared Plan Revoke a sponsored member's Family or Business plan access and free the seat without deleting their personal account or lists. Send Listy Plans Compare the active Send Listy plans, account counts, public features, limits, and current prices. Sign In or Create a Send Listy Account Sign in to access account-backed features such as My Plan, notifications, and supported cross-device synchronization. Upgrade a Paid Plan Review and confirm an upgrade to a higher paid plan. Upgrade from the Free Plan Open the paid-plan choices directly from My Plan and continue to the selected checkout flow.
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