Billing: the billing portal, step by step

1. Before you start

The billing portal is where you follow what you subscribed to with lua.email: subscriptions, invoices, payment, statement, company details, users and API keys. This manual shows each screen and what you can do on it.

• Address: https://checkout.lua.email/portal. The store, where you subscribe, is at https://checkout.lua.email/planos.
• Who signs in: the email and password you created when you subscribed, or the ones from an invitation an account owner sent.
• Language: the portal is in Portuguese for now. In this English manual, the names of screens and buttons appear as they are on screen, with the translation in parentheses the first time.

The screenshots were taken in a test environment, with a fictional company (Padaria Estrela Ltda) and made-up data. The amounts in them are from the test environment: real prices are on Pricing.

2. Subscribe on the site and confirm your email

Anyone who is not a customer yet subscribes on their own, in minutes, without talking to a salesperson. Nothing is charged until you confirm your email.

1. Open the store and choose the mailbox size and quantity. The Seu pedido (Your order) box adds up the monthly total.
2. Click Revisar e contratar (Review and subscribe), check the cart and click Continuar (Continue).
3. Under Seus dados (Your details), choose Novo cliente (New customer). Existing customers choose Já sou cliente, entrar (I am already a customer, sign in) and land on Contratar mais with the cart ready.
4. Fill in company or individual, address (the postal code fills in the rest), email, password and the terms acceptance. Choose the payment method: PIX or Boleto (bank slip).
5. Click Criar conta e continuar (Create account and continue). The Confira seu e-mail (Check your email) screen says the link was sent and is valid for 24 hours. If it did not arrive, use Reenviar (Resend); if you mistyped, Corrigir o e-mail (Fix the email).
6. In the email, click Confirmar meu e-mail (Confirm my email), type the password you chose and click Confirmar e-mail (Confirm email). You enter the portal already on the first invoice.

After the first invoice is paid, the account is created and the email admin panel login arrives by message. What to do there is in the first steps manual.

3. Sign in, sign out and recover your password

1. Open the portal address. The Entrar no portal (Sign in to the portal) screen asks for email and password.
2. If you turned on two-step verification, also type the 6-digit code from the authenticator app. On a shared computer, Sair (Sign out) on the code screen cancels the half-finished sign-in.
3. To sign out, click Sair, in the top right corner.

Esqueci minha senha (I forgot my password)

1. On the sign-in screen, click Esqueci minha senha, type your email and click Enviar link (Send link).
2. Open the email you received (the link expires) and choose a new password, 8 characters or more, in Redefinir senha (Reset password).
3. If a purchase was left halfway in the store, the final screen shows Voltar para a compra (Back to your purchase).

Accept an invitation

Whoever is invited by an account owner receives an email with a link that works once. The Aceitar convite (Accept invite) screen asks for a new password; then Conta ativada (Account activated) leads to sign-in. If the link expires, the person who invited uses Reenviar convite (Resend invite).

4. Assinaturas (Subscriptions)

Assinaturas is the first screen after sign-in. Each subscription shows its status, period, next charge and the items with quantity and price.

• Ativa (Active): paid, in use.
• Aguardando pagamento (Waiting for payment): the invoice for the purchase is still open. Items only go into use after payment.
• Cancelada (Cancelled): ended.

The Ver histórico de mudanças (See change history) link opens every change in quantity, with date, status and the date it takes effect.

5. Change the number of mailboxes

Who can: Owner (Dono) and Technical (Técnico).

1. In Assinaturas, on the item row, click Alterar assentos (Change seats).
2. Type the Nova quantidade (New quantity) and click Ver valor (See amount).
3. Check the effect and click Confirmar (Confirm).

• Increase: the portal shows the amount prorated for the days left in the period and creates a Compra de assentos (Seat purchase) invoice. The new mailboxes only take effect after payment.
• Decrease: takes effect from the next period, with no credit for what was already paid. If more mailboxes are in use in the panel than the new quantity, deactivate mailboxes there first.

6. Subscribe to more mailboxes and add-ons

Who can: Owner and Technical. It applies to prepaid accounts; a postpaid account sees the notice Sua conta é pós-paga: fale com o financeiro para contratar mais (Your account is postpaid: talk to finance to subscribe to more).

1. Click Contratar (Subscribe) in the menu (or Contratar mais (Subscribe to more) in Assinaturas).
2. On each card, set the quantity and click Adicionar ao carrinho (Add to cart). Besides email mailboxes, there are per-mailbox add-ons, such as Reuniões e chamadas de vídeo (Meetings and video calls) and Recuperar mensagens apagadas (Recover deleted messages), and extras.
3. In Seu pedido, check the total and click Revisar e contratar. When more than one period is on sale, Pagar a cada (Pay every) chooses the period.
4. In the Confirmar pedido (Confirm order) dialog, choose PIX or Boleto and click Confirmar pedido. The choice also applies to the next invoices.
5. The portal opens the invoice. Pay it to release the licenses.
6. After payment, the new licenses show up as free in the panel (Mailboxes, in the domain's license summary). One last step remains, in the panel: assign each license to a mailbox.

The first invoice is prorated for the days until the billing date. The add-ons subscribed here are activated mailbox by mailbox in the panel, by the domain administrator.

7. Change the mailbox size or the billing period

The portal has no single "change plan" button. The way is to make the change in two steps:

1. Subscribe to the mailboxes of the new size.
2. Reduce the mailboxes of the old size in Alterar assentos, to take effect from the next period. Move the data from one mailbox to the other through the webmail, or ask support for help.

To change the billing period (for example, from monthly to quarterly), talk to finance: the change takes effect at renewal, and the screen shows A partir de dd/mm/aaaa, passa a ser… (From dd/mm/yyyy, it becomes…) when it is scheduled.

8. Invoices and payment

Who can: Owner and Finance (Financeiro).

1. Click Faturas (Invoices). The table shows number, type, issue date, due date, total, amount due and status.
2. Click the invoice number. It shows status, period, upfront discount, the amount due, the lines and the Como pagar (How to pay) section.
3. The Atualizar (Refresh) button checks the payment right away. The screen also refreshes by itself and shows the time of the last check.

How to pay

The Como pagar section lists the ways available for that invoice. The upfront discount applies if payment is made by the due date. If the screen says the instructions are being generated, wait a few minutes and use Atualizar.

• PIX: read the QR code in your bank app or use the PIX copia e cola (PIX copy and paste) with the Copiar (Copy) button. Confirmation comes in minutes.
• Boleto: on the Boleto tab, copy the linha digitável (the boleto number line) and pay at your bank. The boleto also carries a PIX, but boleto confirmation takes up to 1 business day.
• Card: when your account has card payment enabled, the invoice shows the Cartão tab with the Pagar com cartão (Pay by card) button. The amount is the full one, without the upfront discount, from R$ 0.50. The charge happens on a secure payment page, and no card data goes through our site.

Overdue invoice

An overdue invoice stays in the list. Open it and use the Como pagar section, checking the amount the screen shows before paying. If you need help with an overdue invoice, support answers on WhatsApp and by email.

Paid invoice, second copy and tax invoice

After payment, the status changes to Paga (Paid) and the date appears. The Baixar PDF (Download PDF) button at the top of the invoice produces the second copy at any time, including for open invoices. When the service tax invoice (NFS-e) is issued, the Nota fiscal (Tax invoice) block appears on the invoice, with the PDF, the XML and the link to check it on the national portal. You also get an email for each invoice and each payment.

9. Extrato (Statement)

Who can: Owner and Finance. The statement shows the balance (positive is what you owe, negative is credit), the overdue amount, the available credit and the list of entries: invoice, payment, upfront discount and credit note.

10. Uso no painel (Usage in the panel)

The screen compares what you subscribed to with what is in use in the email panel, product by product. Click Consultar o painel (Check the panel) to see it right away. There is a limit on checks per minute.

11. Company details and payment method

Who can edit: Owner and Finance. Technical only reads.

1. At the top of Dados da empresa (Company details), the read-only fields (company name, CPF or CNPJ, type, billing mode, due day, payment term) only change with the Edgium team: talk to support.
2. Edit the Nome fantasia (Trade name), the E-mail de cobrança (Billing email), the Telefone (Phone) and the address. When you type the postal code, the address is filled in. Click Salvar dados (Save details).
3. Under Pagamento (Payment), choose the Forma de pagamento preferida (Preferred payment method) (PIX or boleto) and click Salvar forma de pagamento. It applies to the next invoices; those already issued do not change.
4. Under Contatos (Contacts), see the billing contacts. To add one, fill in name, email and role (Financeiro, Técnico or Responsável) and click Adicionar contato (Add contact). Remover (Remove) deletes a contact.

12. Users and roles

Who can: Owner. The screen lists the people who sign in to the portal, with role, status, two-step verification and last access.

1. Click Convidar usuário (Invite user).
2. Type the email and name and choose the role: Dono (Owner), Financeiro (Finance) or Técnico (Technical).
3. Click Enviar convite (Send invite). The person shows as Convidado (Invited) until they accept.

On each user row you can change the role, use Reenviar convite, Desativar (Deactivate) and Reativar (Reactivate). The system does not let you deactivate the last owner.

13. API keys

Who can: Owner. Keys connect your systems to the portal: use them in the Authorization: Bearer <key> header of calls to /api/v1/portal. Each key acts only on your account.

1. Click Nova chave (New key), write the Nome (Name) and tick the permissions: Ler assinaturas e uso (Read subscriptions and usage), Alterar assentos (inclui leitura) (Change seats, includes reading) and Ler faturas, pagamentos e extrato (Read invoices, payments and statement). In Validade (dias) (Validity, days), choose from 1 to 365; left blank, the key does not expire.
2. Click Criar chave (Create key). The key appears only once: click Copiar, keep it in a password manager and click Já copiei (I copied it).
3. The list shows the prefix, permissions, validity, last use and status. Revogar (Revoke) invalidates the key immediately.

14. My account: password, two-step verification and your data

• Change the password: type the Senha atual (Current password), the Nova senha (New password) (8 characters or more) and repeat it. Click Trocar senha (Change password).
• Two-step verification: click Ligar a verificação em duas etapas (Turn on two-step verification), read the QR code with an authenticator app (or type the key), write the 6-digit code and click Ativar (Activate). From then on, every sign-in asks for the code. If you lose your device, support resets the verification so you can set it up again.
• Exportar meus dados (LGPD) (Export my data): only the Owner sees the button. It downloads a file with the registration data, subscriptions, invoices, payments and statement of the account.

15. Email notices

The billing portal sends email notices, to the billing address and the contacts, about what happens with the account. The main ones:

• Confirm your email, when you subscribe.
• Invoice issued, with the due date and amount.
• Payment received, when the bank confirms.
• Due-date reminders, before, on the day and after, if the invoice stays open.
• Suspension and reactivation, and the notice before removal, when the account is overdue.
• Portal invitation and password reset.
• Tax invoice issued and subscription cancelled.

If the notices do not arrive, check the spam folder and the E-mail de cobrança in Dados da empresa. An address the server rejects as nonexistent stops receiving notices until the team releases it.

16. Cancel the subscription

The portal has no cancel button: the request goes through our team. Talk to support or finance, on WhatsApp or by email, on behalf of the account Owner.

• Cancelling keeps the service until the end of the period already paid, with no refund.
• To simply have fewer mailboxes, you do not need to cancel: use Alterar assentos, which takes effect next period.

17. On your phone

The portal and the store work on narrow screens. The menu sits at the top and tables turn into lists.

Common questions

• I did not receive the confirmation email. Wait a few minutes, check spam and use Reenviar. If the address was wrong, use Corrigir o e-mail.
• I paid and the invoice did not change. PIX confirms in minutes; boleto takes up to 1 business day. Use Atualizar on the invoice.
• I do not see Faturas or Usuários in the menu. Your role does not have that screen. Ask an account Owner.
• How do I change the email that receives invoices? In Dados da empresa, the E-mail de cobrança field.
• The new mailbox does not show in the panel. It only takes effect after the invoice is paid. Check it in Uso no painel.
• I need help. Talk to support.