Manage billing and subscription

Klarify separates Billing from Subscription:

• Billing covers payment methods, billing address, invoice email, and payment history. The Account Owner and any billing managers they appoint can manage it.
• Subscription covers your plan, billing period, and cancellation. Only the Account Owner can manage it.

Required permissions

Only the Account Owner can manage the Subscription page. The Billing page is open to the Account Owner and to members the Account Owner adds as billing managers. If you need access, contact your organization’s Account Owner.

Open billing and subscription settings

1. Click your profile icon in the top-right corner.
2. Select Settings.
3. In the left sidebar, click Billing or Subscription.

The Billing page shows your payment methods, billing address, invoice email recipient, and payment history. The Subscription page shows your current plan and billing details.

Let members manage billing

The Account Owner can appoint billing managers — members who can manage the organization’s payment methods, billing address, invoice email, and payment history without being the Account Owner. Billing managers cannot change the subscription plan or cancel the subscription; those stay with the Account Owner.

1. Go to Settings → Billing.
2. In the Billing managers panel, use Search members to find the member you want to add.
3. Select the member to grant them billing access.

To remove a billing manager, click the remove (X) button next to their name. Only the Account Owner sees the Billing managers panel and can add or remove billing managers.

Review your plan options

Klarify offers two subscription options:

• Free plan

  • Limited number of users
  • Basic process modeling features
  • Community support

• Premium plan

  • Unlimited users (billed per user)
  • Full feature access including advanced collaboration
  • Priority support
  • User pricing based on role:
    • Editors – can create and modify content
    • Viewers – read-only access to published content

Change your plan

Plan changes are made on the Subscription page and are available only to the Account Owner.

Subscribe to Premium

1. Go to Settings → Subscription.
2. Under Choose your plan, select the Premium plan.
3. Click Subscribe.

A valid payment method and billing address are required first. If either is missing, the page shows a Missing payment information or Missing billing address notice with an Add payment method / Add billing address link that takes you to the Billing page.

Change your billing period

1. Go to Settings → Subscription.
2. Use Change to yearly billing or Change to monthly billing to switch how often you are billed. Switching to monthly credits any unused amount from a yearly plan.

Cancel your subscription

1. Go to Settings → Subscription.
2. In the Cancel subscription section, click Cancel subscription.

Caution

After cancellation, your account remains on Premium until the end of the current billing period, then downgrades to Free. Ensure your user count fits within Free plan limits before that date.

Manage payment methods

Add or update a card

1. Go to Settings → Billing.
2. In the Payment Method section, click Add card.
3. Enter your card details in the Add Payment Method modal and confirm.

You can add up to three cards. Use Make primary to choose which card is charged, and Remove card to delete one.

Update your billing address

1. Go to Settings → Billing.
2. In the Billing Address section, click Change (or Add billing address if none is set).
3. Update your address details and save.

Your billing address appears on invoices and is used for tax calculations.

Set the invoice email recipient

1. Go to Settings → Billing.
2. In the Invoice Email Recipient section, click Change.
3. Enter the email address that should receive invoices and save.

View payment history

1. Go to Settings → Billing.
2. Scroll to the Payment History section to see past payments, including the billing period, amount, and status.

If a payment fails

If a charge does not go through, the account shows a Payment overdue notice. To resolve it, update your payment method on the Billing page, or use Retry payment → Pay Now to charge your default card again. A billing manager can do this on the Account Owner’s behalf.

If an overdue balance is not resolved, the account can become temporarily locked until payment is made.

Get help with billing

For billing questions:

• Payment failures – Check that your card details are current and the card has available credit.
• Invoice questions – Contact support with your organization name and invoice number.
• Refund requests – Contact support within 14 days of charge.

Contact Klarify support at support@klarify.biz for billing assistance.