Manage your billing
Manage the subscription, seats, payment method, billing details, and invoices for each company in Settings.
You manage the subscription, seats, payment information, and invoices of each company from Billing in Settings. Each company in your organization has its own subscription.
Who can manage billing:
Only the organization Owner can open Billing.
Open Billing
- Click Settings in the sidebar.
- Click Billing.
- If your organization has more than one company, the table lists each company with its billing cycle, seats, and included credits. Click Manage Billing on the company that you want. See Managing multiple companies.
If your organization has one company, its billing page opens directly.
Review your subscription
The Subscription card shows your plan, its status, your credit usage, and the date of your next bill. Click Show details to see the seats, the credits, and the subtotal of your upcoming bill.
To change your plan, click Change next to Subscription. See Plans and pricing for the upgrade options.
Manage seats
- Click Manage seats on the Seats row.
- Click + or - to set the number of seats.
- Review the Total at renewal and the Adjustment due today.
- Click Confirm and pay. During a trial, or when you remove seats, the button says Confirm change.
Rules for seats:
- CLEATUS charges for added seats right away, prorated to the end of your billing period.
- You cannot set fewer seats than the users who hold them. Remove users first.
- Removing a user does not remove a seat. To lower your bill, remove the seat in Manage seats.
- If an account executive manages your account, you can only add seats here. To remove a seat, contact your account manager.
- DATA and DATA + AI each include 1 seat and have no limit on paid additional seats. Each additional seat costs the plan rate for your billing cycle. You can add seats without upgrading your plan.
- If you have a discount code, click Have a discount code? before you confirm.
Update your payment information
The Payment information section holds the details that appear on your invoices:
- Payment method: click Update, or Add payment method if none is on file. Enter the new card in the dialog.
- Billing address: click Edit, or Add address.
- Billing email: click Edit, or Add email. CLEATUS sends invoices and receipts to this address.
- Email me invoices: turn on this switch to get a copy of each invoice after a payment.
If a payment fails, a red notice shows under the payment method. Update the payment method to keep your access.
View invoices
The Billing history table lists each invoice with its date, total, and status. Click View to open an invoice, where you can download a Portable Document Format (PDF) copy. Click Load more to see older invoices.
Pause your subscription
On an active plan that is not billed annually, you can pause billing for a month and keep your data.
- Under Manage subscription, find Pause subscription and click Pause.
- Click Pause subscription to confirm.
The pause starts at the end of your current billing period, and you keep full access until then. Billing resumes automatically after the pause. You cannot pause during a trial.
Cancel your subscription
- Under Manage subscription, find Manage plan and click Cancel subscription.
- On some plans, CLEATUS first offers a switch to DATA + AI. To cancel, click Continue with cancellation.
- Select a reason, type the confirmation text, and click Confirm cancellation.
You keep access until the end of the billing period. To keep your plan after all, click Resume subscription before that date.
