Billing & subscriptions

Access at /settings/billing

Subscription status card

Status badges

• Active (green) - Subscription is active
• Canceled (yellow) - Canceled but active until period end
• Expired (red) - Subscription has expired
• Trial (blue) - In trial period
• Past Due (orange) - Payment failed

Plan details

Shows:

• Plan name (Base, Pro, etc.)
• Billing cycle (Monthly or Annual)
• Amount charged
• Next renewal date
• Payment method last 4 digits

Actions

Manage billing (Stripe portal)

1. Click "Manage Billing"
2. Redirects to Stripe Customer Portal

What you can do in portal:

• Update payment method
• View invoice history
• Download receipts
• Update billing address
• View upcoming invoices

Cancel subscription

1. Click "Cancel Subscription"
2. Retention flow appears with options:

• Reason for Canceling - Select from dropdown
• Try a Recommended Agent - Last chance offer
• Watch Onboarding Video - Re-learn features
• Explore Agents - See what you might be missing

1. If you proceed:

• Choose: "Cancel Immediately" or "Cancel at Period End"
• "Cancel at Period End" - Access continues until renewal date
• "Cancel Immediately" - Access revoked today, prorated refund may apply

1. Confirmation required
2. Cancellation processed

Reactivate subscription

If subscription is canceled or expired:

1. Click "Reactivate Subscription"
2. Redirects to Stripe Checkout
3. Select plan and complete payment
4. Immediate access restored

Upgrade/downgrade plan

1. In Stripe Portal, click "Update Plan"
2. Choose new plan
3. Prorated charges applied
4. Changes take effect immediately or at next billing cycle

Billing history

View past invoices:

• Table shows: Date, Amount, Status, Invoice PDF
• Click "Download" to save invoice
• Shows all charges since account creation

Working hours usage & auto top-up

What are working hours?

Working hours are the unit of work your AI agents consume each time they perform a task (sending a message, generating content, running a workflow step, etc.). Each plan includes a monthly allocation.

Viewing your usage

The Working Hours Usage card on the Billing page shows:

• Working Hours Used — how many your agents have logged this billing period
• Working Hours Limit — your plan's monthly allowance
• Usage % — color-coded progress bar (green → yellow → red as you approach the limit)
• Working Hours Remaining — how many are left before the limit is reached

Auto top-up (enabled by default)

Auto top-up is ON by default for all accounts. When your working hours balance reaches zero, Clients.ai automatically charges your payment method $50 for 500 additional working hours, so your agents keep running without interruption.

Key details:

• Enabled automatically — no extra setup required
• $50 per top-up event = 500 working hours added immediately
• Multiple top-ups can occur in a single billing period if agents consume working hours quickly
• Each top-up charge is non-refundable
• You will receive an email receipt for each top-up charge

To disable auto top-up:

1. Go to Billing → Working Hours Usage
2. Toggle off "Keep my agents running automatically"
3. Your agents will pause when working hours reach zero (instead of auto-charging)

Manual top-up

Paid users can also add 500 working hours anytime for $50 using the "Add 500 working hours now" button — no auto-charge needed.

What happens when working hours run out (auto top-up disabled)

• Your AI agents pause automatically
• A warning banner appears on the Billing page
• Re-enable auto top-up or purchase a manual top-up to resume

Available plans

Base plan

• Monthly or Annual billing
• Core features: Flows, Agents, Leads
• Monthly working hours allocation
• Email support

Pro plan

• Monthly or Annual billing
• Everything in Base
• Higher monthly working hours allocation
• Priority support
• Advanced analytics and reporting

Annual billing discount

Save 20% with annual commitment

Payment methods

Accepted:

• Credit cards (Visa, Mastercard, Amex, Discover)
• Debit cards
• Digital wallets (Apple Pay, Google Pay)

Payment Processing:

All payments processed securely through Stripe

Currency: USD (other currencies may be available depending on location)

Billing cycle

Monthly billing

• Charged on same day each month
• E.g., if you sign up on January 15, you're charged the 15th of each month
• Cancel anytime, no long-term commitment

Annual billing

• Charged once per year
• 20% discount vs monthly
• If you cancel mid-year, choose:
• Continue access until renewal date (no refund)
• Request prorated refund for unused months (subject to refund policy)

Renewal

• Automatic renewal before expiration
• Email reminder sent 7 days before renewal
• Update payment method anytime in Stripe Portal

Failed payments

What happens

1. Payment failure on renewal date
2. Email notification sent
3. Automatic retry in 3 days
4. If retry fails, another retry in 7 days
5. After 3 failed attempts, subscription suspended

During suspension

• Status shows "Past Due"
• Access to platform limited (view-only mode)
• No new Flows can be created
• Existing Flows paused

Resolving

1. Go to Settings → Billing → Manage Billing
2. Update payment method
3. Retry payment manually
4. Once successful, full access restored immediately

Prevention

• Keep payment method up to date
• Set calendar reminder before renewal
• Enable email notifications

Refunds & cancellations

Refund policy

Monthly Subscriptions:

• No refunds for partial months
• Cancel anytime to stop future charges
• Access continues until end of paid period

Annual Subscriptions:

• Refunds considered on case-by-case basis
• Typically prorated for unused months if canceled within first 30 days
• Contact support with refund request

Dispute resolution

1. Contact support@clients.ai first
2. Explain situation
3. Support team reviews and responds within 2 business days
4. If unresolved, chargebacks should be last resort (leads to account closure)

Account closure

• Request account deletion via support
• Data deleted within 30 days per GDPR
• Subscription automatically canceled
• Irreversible - cannot reactivate same account

Invoices & receipts

Accessing invoices

• Settings → Billing → Billing History
• Or Settings → Billing → Manage Billing → Invoices tab

Invoice details

• Invoice number
• Date issued
• Amount charged
• Payment method used
• Line items (subscription, add-ons)
• Tax if applicable

Downloading

• Click "Download PDF" next to each invoice
• Save for accounting records
• Suitable for expense reports

Email receipts

• Automatic receipt sent to your email after each charge
• Check spam folder if not received

By managing your billing effectively, you ensure uninterrupted access to Clients.ai and your automated Flows continue running 24/7.