{"templateId":"markdown","sharedDataIds":{"sidebar":"sidebar-user-guide/sidebars.yaml"},"props":{"metadata":{"markdoc":{"tagList":["img"]},"redocly_category":"User Guide","type":"markdown"},"seo":{"title":"How to Set Up Auto Top-Up for Credits","description":"Access documentation, use cases, and technical guides for Lusha. Learn how to query our comprehensive dataset of business profiles and company information using our three main endpoints.","siteUrl":"https://docs.lusha.com","llmstxt":{"hide":false,"sections":[{"title":"Table of contents","includeFiles":["**/*"],"excludeFiles":[]}],"excludeFiles":[]}},"dynamicMarkdocComponents":[],"compilationErrors":[],"ast":{"$$mdtype":"Tag","name":"article","attributes":{},"children":[{"$$mdtype":"Tag","name":"Heading","attributes":{"level":1,"id":"how-to-set-up-auto-top-up-for-credits","__idx":0},"children":["How to Set Up Auto Top-Up for Credits"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Automatic Credit Top-Up adds credits to your account when your balance drops to a threshold you define. You choose when a top-up is triggered, how many credits to purchase, and how many automatic purchases are allowed per billing cycle."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["This article walks you through setting up Auto Top-Up, understanding your spend controls, and managing the feature over time."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"plan-availability","__idx":1},"children":["Plan availability"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Automatic Credit Top-Up is available on ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Starter"]},", ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Pro"]},", and ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Premium"]}," plans. It is not available on Free Trial or Scale/Enterprise accounts. Only account ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Admins"]}," can configure this feature."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"before-you-begin","__idx":2},"children":["Before you begin"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Make sure your account has a saved payment method. Auto Top-Up cannot be enabled without one."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To add a card, go to ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["My Account"]}," → ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Payments & Subscription"]}," → ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Payment Method"]}," → ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Add card"]},"."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"how-to-set-up-auto-top-up","__idx":3},"children":["How to set up Auto Top-Up"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Go to ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["My Account"]}," in the top navigation bar."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Payments & Subscription"]}," tab."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Find the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Auto top-up"]}," section and click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Set up"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Set your ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Trigger Threshold"]}," in the setup modal — the credit balance at which an automatic purchase fires."]}]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/image1.473959f0b729aeff370a409d8f943b7c941affa52f614af8963539a100558799.8e61e7e7.png","alt":"image1.png","withLightbox":true,"width":"","height":""},"children":[]},{"$$mdtype":"Tag","name":"blockquote","attributes":{"className":"callout-note"},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["💡 Note:"]}," The minimum trigger threshold is 200 credits. It cannot be set to 0. The credits remaining above the threshold act as a buffer while payment processes, so your team experiences no interruption."]},{"$$mdtype":"Tag","name":"ol","attributes":{"start":5},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Select the credit amount to purchase from the dropdown. Available bundles match Lusha's standard top-up packages. The equivalent dollar cost is calculated and displayed automatically — this field is read-only."]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/image2.afd1806dbe506e3800c79dda210a337d777848ec76a4f949ce47e24e9d4f92d9.8e61e7e7.png","alt":"image2.png","withLightbox":true,"width":"","height":""},"children":[]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Set your ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Cycle top-up limit"]}," — the maximum number of automatic purchases allowed per billing cycle. The system displays the maximum you can select based on your plan."]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["The minimum is 1 top-up per cycle."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["The ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["\"Up to $X / cycle\""]}," figure shown next to this field is the maximum you could be charged if every allowed top-up fires. This field is read-only."]}]}]}]},{"$$mdtype":"Tag","name":"blockquote","attributes":{"className":"callout-note"},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["💡 Note:"]}," For monthly plans, the billing cycle is your monthly billing cycle date (subscription start date). For annual plans, it's the full annual period."]},{"$$mdtype":"Tag","name":"ol","attributes":{"start":7},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Confirm your saved payment method is correct."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Save & Enable"]},"."]}]},{"$$mdtype":"Tag","name":"blockquote","attributes":{"className":"callout-note"},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["💡 Note:"]}," Once enabled, Auto Top-Up remains active at renewal unless you actively turn it off."]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/image3.2d61ea60066bb13a71d161d9a57b4db75021c41117a88996869cb1f944977cde.8e61e7e7.png","alt":"image3.png","withLightbox":true,"width":"","height":""},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"what-happens-when-auto-top-up-fires","__idx":4},"children":["What happens when Auto Top-Up fires"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["When your balance reaches the trigger threshold, Lusha checks two conditions before charging:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Your cycle top-up limit has not been reached."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["At least 12 hours have passed since the last auto top-up (a built-in anti-fraud safeguard)."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["If both conditions are met, the purchase fires automatically. Credits are added to your account as soon as payment is confirmed. You'll receive:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["An email with the amount charged, credits added, and a link to manage your settings."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["An in-platform notification with a direct link to your Auto Top-Up settings."]}]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/image4.c984950339f38cb5c5b9dc5ced538edd8e074a5c53464fa85bafa7398b532ad2.8e61e7e7.png","alt":"image4.png","withLightbox":true,"width":"","height":""},"children":[]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Each auto top-up purchase generates an invoice that appears in your ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Payments & Subscription"]}," page alongside your other billing history."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"what-happens-when-the-cycle-limit-is-reached","__idx":5},"children":["What happens when the cycle limit is reached"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Once you've reached the maximum number of automatic top-ups for your billing cycle, Auto Top-Up pauses until your next billing cycle begins. You'll receive an email and an in-platform notification."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["If your account runs out of credits while Auto Top-Up is paused, you'll need to purchase credits manually or upgrade your plan to continue using Lusha."]},{"$$mdtype":"Tag","name":"blockquote","attributes":{"className":"callout-warning"},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["⚠️ Important:"]}," If your team runs out of credits while Auto Top-Up is paused, they will see the standard credit limit pop-up and won't be able to use Lusha until credits are added."]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/image5.d86a2506b54932dec2c18c96b39ef44dfce53961165119d1e47ed29b3947b856.8e61e7e7.png","alt":"image5.png","withLightbox":true,"width":"","height":""},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"how-to-update-or-disable-auto-top-up","__idx":6},"children":["How to update or disable Auto Top-Up"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["You can change any part of your configuration at any time:"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Go to ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["My Account"]}," → ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Payments & Subscription"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["In the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Auto top-up"]}," section, click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Set up"]}," (or the edit option if already configured)."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Update your settings and save — changes take effect immediately."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To turn it off, toggle ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Auto top-up"]}," to the off position. You'll see a confirmation: \"Auto top-up has been disabled. Your team will not receive automatic credit top-ups.\""]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"if-a-payment-fails","__idx":7},"children":["If a payment fails"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["If the automatic charge fails (for example, due to an expired card), no credits are added. You'll receive the standard billing failure email with a link to update your payment method."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Auto Top-Up remains enabled and will try again the next time your credit balance reaches the configured threshold."]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["You're all set! Once enabled, Automatic Credit Top-Ups run automatically based on the settings you've configured. You can update or disable them at any time."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Related articles:"]}]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/user-guide/plans-and-upgrades/how-to-upgrade-your-plan"},"children":["How to upgrade your plan"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/user-guide/plans-and-upgrades/lushas-pricing-system-2"},"children":["Lusha's pricing system"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/user-guide/billing-and-payments/how-to-update-your-billing-information"},"children":["How to update your billing information"]}]}]}]},"headings":[{"value":"How to Set Up Auto Top-Up for Credits","id":"how-to-set-up-auto-top-up-for-credits","depth":1},{"value":"Plan availability","id":"plan-availability","depth":2},{"value":"Before you begin","id":"before-you-begin","depth":2},{"value":"How to set up Auto Top-Up","id":"how-to-set-up-auto-top-up","depth":2},{"value":"What happens when Auto Top-Up fires","id":"what-happens-when-auto-top-up-fires","depth":2},{"value":"What happens when the cycle limit is reached","id":"what-happens-when-the-cycle-limit-is-reached","depth":2},{"value":"How to update or disable Auto Top-Up","id":"how-to-update-or-disable-auto-top-up","depth":2},{"value":"If a payment fails","id":"if-a-payment-fails","depth":2}],"frontmatter":{"title":"How to Set Up Auto Top-Up for Credits","description":"Learn how to automatically purchase credits before your balance runs low to help prevent interruptions to your team's work.","seo":{"title":"How to Set Up Auto Top-Up for Credits"}},"lastModified":"2026-08-03T06:56:36.000Z","pagePropGetterError":{"message":"","name":""}},"slug":"/user-guide/plans-and-upgrades/how-to-set-up-auto-top-up-for-credits","userData":{"isAuthenticated":false,"teams":["anonymous"]},"isPublic":true}