Managing billing

As an Account Owner, you have exclusive access to billing settings. This guide covers how to manage your subscription, update payment methods, and access billing history.

Account Owner only

Only Account Owners can access billing settings. If you need to view or modify billing information, contact your organization’s Account Owner.

Step 1: Access billing settings

1. Click your profile icon in the top-right corner.
2. Select Settings.
3. Click Billing in the left sidebar.

The billing page displays your current plan, next billing date, and payment method.

Step 2: 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

Step 3: Change your plan

Upgrade to Premium

1. Go to Settings → Billing.
2. Click Upgrade to Premium.
3. Enter your payment information.
4. Confirm the subscription.

Premium features activate immediately after payment confirmation.

Downgrade to Free

1. Go to Settings → Billing.
2. Click Manage subscription.
3. Select Downgrade to Free.
4. Confirm the change.

Caution

Downgrading takes effect at the end of your current billing period. Ensure your user count fits within Free plan limits before the change takes effect.

Step 4: Manage payment methods

Add or update a credit card

1. Go to Settings → Billing.
2. Click Payment methods.
3. Click Add payment method or Update next to an existing card.
4. Enter your card details.
5. Click Save.

Update billing address

1. Go to Settings → Billing.
2. Click Billing information.
3. Update your address details.
4. Click Save.

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

Step 5: View billing history

Access invoices

1. Go to Settings → Billing.
2. Click Billing history.
3. View the list of past invoices showing:
   • Billing period
   • Amount charged
   • Payment status

Download receipts

1. In Billing history, find the invoice you need.
2. Click Download or the PDF icon.
3. Save the invoice for your records.

Step 6: Cancel your subscription

1. Go to Settings → Billing.
2. Click Cancel subscription.
3. Review the cancellation terms.
4. Confirm cancellation.

Caution

After cancellation, you retain access until the end of your current billing period. Export any data you need before your access ends. Organization data is retained for 30 days after cancellation.

Get help with billing

For billing questions:

• Payment failures – Check that your card details are current and 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.