Your Plan & Billing
Manage the Clientish plan your agency is on.
Overview
Everything about what you pay Clientish sits here — which plan you are on, when the next payment falls due, the invoices behind it, and the card it comes off. Upgrades and downgrades happen from the same place.
Plan & Subscription
Current plan
Starter, Growth, Pro, or Enterprise
Billing cycle
Monthly or yearly, with the yearly saving applied
Next payment
When and how much
Plan limits
Clients, orders, tickets, and team seats in use
Upgrade or downgrade
Move between plans as you grow
Cancel
End the subscription, keeping your history
Invoices & Payment
Platform invoices
Initial and renewal invoices with PDF download
Order history
Every platform purchase you have made
Payment methods
Add a card, set the default, control auto-renew
Transactions
What has been charged and when
Free trial: the 14-day trial runs before any plan is chosen, and you are not charged until you subscribe.
Plan limits: when you approach a limit, your dashboard shows it before anything is blocked.
No refunds: the 14-day trial is what replaces them — once a plan starts, payments are final.
Plan limits: when you approach a limit, your dashboard shows it before anything is blocked.
No refunds: the 14-day trial is what replaces them — once a plan starts, payments are final.
If Access Lapses
Trial expires unpaid
Workspace access ends. Your data is held for a limited period, so subscribing picks up where you left off — but you cannot sign in until a plan is active.
Paid renewal missed
90-day read-only grace period. You can still sign in, view everything, and export — but not create, edit, delete, or send. Client portal and public forms stop accepting submissions.
Renewing inside the 90 days restores full access immediately with nothing lost. After it ends, the workspace and its data may be permanently deleted.
Not a refund: the grace period exists so you can export your records — it does not entitle you to a refund or credit.
Not a refund: the grace period exists so you can export your records — it does not entitle you to a refund or credit.
Common Issues
Renewal failed? Check the default card in Payment Methods — an expired card is the usual cause, and access is restricted rather than deleted while it is unresolved.