Billing & subscriptions

Access at /settings/billing

Subscription status card

Status badges

• Active - Subscription is active
• Canceling (yellow) - Canceled but active until period end
• No Subscription - No active plan on the account
• 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. A short retention step appears first, asking why you're leaving (not sure how to use it, not getting enough clients, too expensive, or missing a feature you need)
3. Based on your answer, you may see one recommended Agent to try before you go
4. Choose "Never Mind" to stay, or confirm on the final screen to cancel

When it takes effect depends on whether you have paid for the period you are in. Still on your free trial? It is canceled straight away — you were never charged, so there is nothing left to use up. In a period you have paid for? Your subscription stops renewing and you keep full access to your agents, Flows, leads, and pages for the rest of that period. Nothing stops early, and you are not charged again. Your Billing page shows the exact date. You can also cancel through Manage Billing (the Stripe portal) — either way, you are not charged again.

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 paid accounts. When your working hours balance reaches zero, Clients.ai automatically charges your payment method $50 for 1000 additional working hours, so your agents keep running without interruption. Auto top-up only applies once you're on a paid plan — trial accounts are not charged automatically.

Key details:

• Enabled automatically — no extra setup required
• $50 per top-up event = 1000 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 "Automatic capacity top-ups"
3. Your agents will pause when working hours reach zero (instead of auto-charging)

Manual top-up

Paid users can also add 1000 working hours anytime for $50 using the "Add 1000 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 about 16% with annual billing compared to paying monthly

Payment methods

Accepted:

• Credit cards (Visa, Mastercard, Amex, Discover)
• Debit cards

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
• About 16% cheaper than paying monthly
• Canceling works the same as a monthly plan — immediately in the app, or at the end of the term you have paid for if you cancel through Manage Billing
• Time you have paid for but do not use is not refunded (see refund policy below)

Renewal

• Automatic renewal before expiration
• Your trial or renewal date is on the Billing page — we do not send a reminder email before a trial converts, so check there for the exact date. Stripe sends its own notice ahead of upcoming renewal charges
• Update payment method anytime in Stripe Portal

Failed payments

What happens

1. Payment failure on renewal date
2. Email notification sent
3. Stripe's automatic retry system attempts the charge again over the following days
4. If every retry fails, the subscription moves to Past Due

During Past Due

• Status shows "Past Due"
• Access to the platform is blocked until payment succeeds — this is not a read-only or limited mode, agents, Flows, and leads are inaccessible until you update payment

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

Payments are non-refundable. That includes partial months, unused time on an annual term, and working-hours top-ups.

Your agents do not run on spare capacity — each account has its own virtual machines and proxies running for it, and Clients.ai pays for those from the moment you start, whether or not the hours get used.

What you can do:

• Cancel anytime — it stops all future charges. You keep full access for the rest of the period you have already paid for; a free trial ends straight away
• Cancel before your free trial ends and you are never charged at all — 14 days on a direct signup, 18 days if you came through a partner's link. Your trial end date is on your Billing page
• Billing errors are a different thing — a duplicate charge, or a charge after you canceled, gets corrected. Email hi@clients.ai with the transaction IDs

Dispute resolution

1. Contact hi@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.