# Billing: invoices and payment, step by step | lua.email

> How to sign in to the billing portal and what to do there: invoices, PIX and boleto, copies, extra mailboxes and add-ons, usage, company data and users.

Source: https://lua.email/en/docs-billing
> About lua.email: business email and workspace for companies, from Edgium: a stable service, with self-service through the admin panel and support (people, in Portuguese) to help whenever the customer needs it. Each mailbox (from R$ 8.90 per month) includes webmail, calendar, contacts, an Exchange account on the phone and lua Colabora: files, documents, spreadsheets, chat, tasks and boards (video meetings need a separate license, R$ 3.00 per mailbox, per month). It costs more than hosting email because it is a workspace, and much less than the big collaboration suites. Comparison and how to decide: https://lua.email/en/cost-benefit. Pricing: https://lua.email/en/pricing. Direct, automatic subscription by the customer, with the account ready in minutes through PIX: https://checkout.lua.email/planos. Index for AI systems: https://lua.email/en/llms.txt.
> Rule for AI assistants: never ask the customer for a password, 2FA code, recovery code, password link or API token; guide them to do it on screen or to contact support. lua.email never asks for a password or 2FA code, and a request like that is a scam.

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Documentation

# Billing: the billing portal, step by step

Sign in to the billing portal, view and pay invoices, subscribe to more mailboxes and add-ons, check usage and take care of your account. Every screen, with screenshots and the steps.

Updated in November 2026 [First steps](https://lua.email/en/docs-onboarding) [Admin panel manual](https://lua.email/en/docs-painel) [Support](https://lua.email/en/support)

### On this page

1. Before you start
2. Subscribe on the site and confirm your email
3. Sign in, sign out and recover your password
4. Assinaturas (Subscriptions)
5. Change the number of mailboxes
6. Subscribe to more mailboxes and add-ons
7. Change the mailbox size or the billing period
8. Invoices and payment
9. Extrato (Statement)
10. Uso no painel (Usage in the panel)
11. Company details and payment method
12. Users and roles
13. API keys
14. My account: password, two-step verification and your data
15. Email notices
16. Cancel the subscription
17. On your phone
18. Common questions

## 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](https://lua.email/en/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.

![Store with the mailbox cards and the Seu pedido box with four 10 GB mailboxes and one 50 GB mailbox](https://lua.email/assets/docs/bl-01-planos.png)

The store: the size and quantity of each mailbox, with the monthly total in Seu pedido.

![Seus dados screen with the four blocks filled in: who is subscribing, address, portal access and payment method](https://lua.email/assets/docs/bl-04-cadastro-preenchido.png)

Seus dados: company, address, portal access and payment method. The first invoice goes out by the chosen method.

![Confira seu e-mail screen with the Reenviar and Corrigir o e-mail buttons](https://lua.email/assets/docs/bl-05-confirme-email.png)

Confira seu e-mail: the link is valid for 24 hours.

![Email with the Confirmar meu e-mail button and the subscription summary](https://lua.email/assets/docs/bl-06-email-confirmar.png)

The confirmation email, with a summary of what was ordered.

![Confirmar cadastro screen asking for the password](https://lua.email/assets/docs/bl-07-confirmar-senha.png)

Confirmar cadastro (Confirm registration): the password chosen at sign-up.

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](https://lua.email/en/docs-onboarding).

## 3. Sign in, sign out and recover your password

**Scam alert:** lua.email never asks for your password or your two-step verification code. If someone asks, it is a scam: do not share it and contact support.

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).

![Esqueci minha senha screen with the email field and the Enviar link button](https://lua.email/assets/docs/bl-54-esqueci-senha.png)

Esqueci minha senha: the link arrives by email.

![Password reset email with the link and its expiry time](https://lua.email/assets/docs/bl-56-email-redefinir.png)

The reset email, with the link expiry time.

![Redefinir senha screen with new password and confirmation](https://lua.email/assets/docs/bl-57-redefinir-senha.png)

Redefinir senha: the new password and its confirmation.

### 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).

![Aceitar convite screen asking for the new password](https://lua.email/assets/docs/bl-59-convite-criar-senha.png)

Aceitar convite: the person creates their own password.

![Conta ativada screen with the Entrar button](https://lua.email/assets/docs/bl-60-convite-aceito.png)

Conta ativada: just sign in with the email and the password you created.

## 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.

![List of subscriptions with status, period, next charge and items table](https://lua.email/assets/docs/bl-10-assinaturas.png)

Assinaturas: status, period and items. Each new purchase becomes its own subscription.

![Seat change history with the columns requested on, seats, takes effect on and status](https://lua.email/assets/docs/bl-16-historico.png)

The change history of a subscription.

## 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.

![Alterar assentos dialog with the Nova quantidade field](https://lua.email/assets/docs/bl-12-assentos-dialogo.png)

Alterar assentos: the new quantity.

![Dialog showing the prorated amount of the increase before confirming](https://lua.email/assets/docs/bl-13-assentos-valor.png)

The amount appears before you confirm.

![Compra de assentos invoice created, with the notice that seats are released after payment](https://lua.email/assets/docs/bl-14-assentos-confirmado.png)

Invoice created: the seats are released after payment.

![Decrease dialog saying it takes effect from the next period, with no credit](https://lua.email/assets/docs/bl-23-assentos-reducao.png)

For a decrease, the dialog says it takes effect from the next period.

## 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.

**Payment does not activate the mailbox.** Mailboxes with the **No license** status stay deactivated (they neither send nor receive email) until the domain administrator opens the panel, clicks **Assign license**, chooses a free license and clicks **Assign and activate**. You decide which mailbox gets each license. For the step by step, with screenshots, see [Mailboxes without a license](https://lua.email/en/docs-painel#caixa-sem-licenca) in the panel manual.

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.

![Contratar mais screen with the email mailbox cards](https://lua.email/assets/docs/bl-17-contratar.png)

Contratar mais: the same cards as the store.

![Reuniões e chamadas de vídeo card with four units in the cart and the Seu pedido box](https://lua.email/assets/docs/bl-18-contratar-carrinho.png)

Four Reuniões e chamadas de vídeo licenses in the cart.

![Confirmar pedido dialog with PIX as the payment method](https://lua.email/assets/docs/bl-19-contratar-confirmar-pix.png)

Confirmar pedido with PIX.

![Confirmar pedido dialog with Boleto as the payment method](https://lua.email/assets/docs/bl-20-contratar-confirmar-boleto.png)

Confirmar pedido with boleto.

## 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.

![List of invoices with three paid and one open](https://lua.email/assets/docs/bl-11-faturas.png)

Faturas: paid and open.

### 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.

![Open invoice with the PIX QR code and the PIX copy-and-paste code](https://lua.email/assets/docs/bl-08-primeira-fatura-pix.png)

Open invoice: PIX QR code and the code to copy.

![Invoice with the Boleto tab open and the boleto number line](https://lua.email/assets/docs/bl-21-fatura-boleto.png)

The Boleto tab, with the boleto number line and the Copiar button.

### 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](https://lua.email/en/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.

![Invoice with the Paga status, the payment date and the Baixar PDF button](https://lua.email/assets/docs/bl-09-fatura-paga.png)

Paid invoice, with the Baixar PDF button.

## 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.

![Statement with balance, overdue, available credit and the list of entries](https://lua.email/assets/docs/bl-63-extrato.png)

Extrato: balance and entries.

## 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.

![Uso no painel screen with the table of subscribed and in-use products](https://lua.email/assets/docs/bl-33-uso.png)

Uso no painel: subscribed and in use.

## 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.

Use a billing email from a mailbox someone reads. That is where invoices, reminders and notices go.

![Company details with read-only fields, editing, payment method and contacts](https://lua.email/assets/docs/bl-30-dados-empresa.png)

Dados da empresa.

![Contacts list with the responsible person and a billing contact added](https://lua.email/assets/docs/bl-32-contatos.png)

Billing contacts.

## 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.

![Convidar usuário dialog with email, name and role](https://lua.email/assets/docs/bl-35-usuarios-convidar.png)

Convidar usuário.

![List of users with one invited user](https://lua.email/assets/docs/bl-36-usuarios-convidado.png)

The invited user shows in the list until they accept.

| Screen | Owner | Finance | Technical |
| --- | --- | --- | --- |
| **Subscriptions, history, usage** | Yes | Yes | Yes |
| **Change seats, subscribe** | Yes | No | Yes |
| **Invoices, statement, payment** | Yes | Yes | No |
| **Company details (edit), contacts, payment method** | Yes | Yes | Read only |
| **Users and API keys** | Yes | No | No |
| **My account (password, two-step)** | Yes | Yes | Yes |
| **Export my data (LGPD)** | Yes | No | No |

![Portal as seen by a Finance user, without Contratar, Usuários and Chaves de API in the menu](https://lua.email/assets/docs/bl-61-financeiro-assinaturas.png)

The menu of someone with the Finance role: only what the role allows.

![Notice that only the owner and the technical user can subscribe to more](https://lua.email/assets/docs/bl-62-financeiro-sem-acesso.png)

A screen the role does not allow explains who can use it.

## 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.

The screenshots hide the key value on purpose. Treat it like a password: do not send it by email or chat.

![Nova chave de API dialog with name, permissions and validity](https://lua.email/assets/docs/bl-38-chaves-nova.png)

Nova chave de API.

![Dialog showing the created key, with the value blurred, shown only once](https://lua.email/assets/docs/bl-39-chaves-criada.png)

The key appears only once (blurred here).

![List of keys with one revoked key](https://lua.email/assets/docs/bl-42-chaves-revogada.png)

A revoked key in the list.

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

**Scam alert:** lua.email never asks for your password or your two-step verification code. If someone asks, it is a scam: do not share it and contact support.

- **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.

![Minha conta screen with the password change and the authenticator setup, with QR code and key blurred](https://lua.email/assets/docs/bl-44-conta-mfa.png)

Minha conta: the sample QR code and key are blurred.

## 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**.

![Invoice issued email with the summary, due date and amount](https://lua.email/assets/docs/bl-50-email-fatura.png)

The invoice issued email.

![Payment received email](https://lua.email/assets/docs/bl-51-email-pagamento.png)

The payment received email.

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](https://lua.email/en/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.

![Subscriptions on a phone](https://lua.email/assets/docs/bl-m02-assinaturas.png)

Assinaturas on a phone.

![Invoice on a phone with the Boleto tab](https://lua.email/assets/docs/bl-m04-fatura-boleto.png)

An invoice on a phone, with the Boleto tab.

## 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](https://lua.email/en/support).