Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Billing & Payment Methods
Your card, auto-renew, billing address and billing history for your Clientish plan.
Billing & Payment holds the card that pays for your Clientish plan, your auto-renew setting, billing address and billing history.
Overview
This is your own card for paying Clientish. The gateways your clients pay you through are in Settings → Payment Methods instead.
Who Can Access
You can open the same information inside your workspace from Clientish Billing in the sidebar.
Step-by-Step Guide
Open Billing & Payment
Click Billing & Payment in the portal menu.
Add a card
Click Add Payment Method and enter the card. Cards are stored by Stripe.
Pick the default
Click Set Default on the card you want charged. The bin icon removes a card.
Turn on auto-renew
Click the Disabled / Enabled button. With it on, your default card is charged when the plan is due. With it off, renew yourself before the plan runs out.
Set your billing address
Click Edit Address, fill in name or company, address, city, state, ZIP, country and Tax / VAT ID, then Save Address. It appears on your invoices.
Check your history
Billing History lists each payment with its invoice number, description, date, amount and status.
Good to Know
- Auto-renew needs a valid default card.
- Removing your only card turns auto-renew off.
- A card saved through an older form may not be chargeable automatically. If you see that warning, add it again and make it the default.
- The Current Plan card on the right has Change Plan and Cancel Subscription Plan.