Skip to content
Get started →

Contents

Plan, usage and payment

Last updated: October 16, 2026

Who can do this: owners.

What it does

Billing is a column of cards for the organisation’s subscription.

Current Plan names the plan. On a paid plan it also gives the price per user per month. The line under the name shows a trial and its end date, or a payment past due. It can also show a cancellation dated to the end of the period, or a grace period. The button beside it follows that state. It reads Upgrade, Update Payment, Cancel Subscription, Undo Cancellation or Reactivate.

Team gives the seat count and the monthly total those seats come to, with a link through to Members.

Usage counts Invoices, Quotes, Sales Orders, Purchase Orders, Contacts and Items against the plan limits. A bar shows the limits that are set, and the word Unlimited shows the ones that are not.

The free plan allows 3 active invoices, 3 active quotes, 3 active sales orders and 3 active purchase orders. It allows 25 contacts and 50 items. Creating an order, Creating a contact and Creating an item say what happens past each limit. Early Access sets none of the six. Each reads Unlimited.

Your plan limits how many customer emails your organisation sends a day. The free plan sends up to 50, and Early Access up to 1,000. Customer emails are the documents, public order notes, invitations, refund confirmations and cancellation notices that Lucrii emails for you. Password resets, verification emails and mentions don’t count.

An email counts once for each address it goes to. An address listed twice on one email counts once. An invoice to a customer with two more people on CC counts as three.

The allowance refills evenly over 24 hours. On the free plan, Lucrii adds one email back about every 29 minutes. On Early Access, it adds one about every 86 seconds. When you change plan, the allowance starts full at the new plan’s figure.

Hermes AI Credits shows free credits used out of the total, and the overage for this period. It also shows the spending limit, and the rate charged per 1,000 credits past the free tier. Storage shows the megabytes used against the plan limit, or Unlimited. Payment opens the payment portal, where you change cards, invoices and billing details.

Before you start

Only an owner can open Billing. A member, a team leader or an administrator sees an Access Denied alert instead, saying that only organisation owners can access billing settings.

A child organisation pays through its root organisation. In place of the cards it shows Billing Managed by Parent Organisation. A Go to Parent Billing button takes you to the root organisation.

On a self-hosted deployment, billing is not available, and every feature is unlocked. It has no limit on customer emails and does not ask you to verify your email address first.

Every child organisation shares its root organisation’s allowance of customer emails. Lucrii doesn’t send a demo organisation’s emails. They don’t count.

You must verify your email address before Lucrii sends customer emails for you. Verifying your email address shows how.

Past the limit, Lucrii doesn’t send the email and says when you can try again. It reads “Your plan sends up to 50 customer emails a day. Upgrade for more, or try again after 8:29 pm.”

A refund or a cancel on the order page goes through even when the limit is reached. Lucrii sets aside a small extra allowance for the refund confirmation or the cancellation notice. Once that is used too, Lucrii tells you the email was not sent.

The spending limit is a whole number of dollars from 0 to 1,000. Zero means no limit. The card then reads Unlimited.

How to use it

  1. Open Settings, then Billing under Organisation.
  2. Select Upgrade to start a subscription. Checkout opens outside Lucrii and returns you here.
  3. To change the spending limit, select the amount beside Spending limit, enter a figure, and select Save.
  4. To cancel, select Cancel Subscription and confirm with Yes, Cancel.
  5. Select Manage Billing to open the portal for cards, invoices and billing details.

A cancelled subscription runs to the end of the period you already paid for. Undo Cancellation is on the same card until then.

If a payment fails, fix it with Update Payment, not Reactivate. The subscription is past due, and you never cancelled it.

The Hermes AI Credits card shows only for an organisation on a paid plan that includes credits. The rate line shows only when the plan has a rate.

  • Members and invitations: See everyone in your organisation, invite people with a role, reassign roles and revoke access.
  • General organisation settings: Set your organisation’s name, logo, currency, country, timezone, business type and email signature, and switch Hermes, achievements and quests.
  • Creating another organisation: Create another organisation through a short Hermes wizard, billed through your root organisation.

Changes