LotWize

Billing & Plans

Billing & Plans is where you manage your LotWize subscription. Upgrade or downgrade plans, add communities to your license, review invoices, and update payment methods.

Billing & Plans

What It Does

Billing & Plans is where you manage your LotWize subscription. Upgrade or downgrade plans, add communities to your license, review invoices, and update payment methods.

Who It's For

Property Management Companies using LotWize to manage HOA portfolios.

How to Use It

Step 1: View Your Current Plan

Click "Billing & Plans" in the sidebar. You will see your active plan, the number of communities included, and your next billing date.

Step 2: Change Your Plan

Click "Change Plan" to upgrade for more communities or features, or downgrade if your portfolio shrinks. Changes take effect at the next billing cycle unless you choose immediate upgrade.

Step 3: Manage Payment and Invoices

Add or update your credit card or bank account. View and download past invoices for your records. Set up auto-pay so you never miss a bill.

Common Issues

Q: What happens if I add more communities than my plan allows? A: You will get a warning and a grace period to upgrade. If you do not upgrade, the extra communities go into read-only mode until you do.

Q: Can I get a refund if I downgrade mid-cycle? A: Downgrades apply at the next cycle. No partial refunds, but you keep full access until the cycle ends.

Pro Tips

  • Review your plan quarterly. If your portfolio grew, upgrading early can unlock features that save you money.
  • Download invoices monthly for your accounting team.

Need Help?

Contact support at support@sanafai.com

Was this helpful?

Related articles

PMC

Ask (AI Assistant)

Ask is your AI-powered portfolio assistant. Type a question in plain English and get answers from your community data. No need to run reports or dig through files — just ask.

PMC

Benchmarks

Benchmarks compares your portfolio to industry standards and similar properties. See if your dues collection, response times, and satisfaction scores are above or below average — and where to improve.

PMC

Communications & Broadcasts

Communications & Broadcasts lets you send messages to everyone in a community, a group of communities, or your whole portfolio. Use it for announcements, reminders, emergencies, and newsletters.