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Client Needs Upgrade to Higher Tier Without Cancelling Transaction | Clay

Client Needs Upgrade to Higher Tier Without Cancelling Transaction

·Jan 08, 2026 11:35 PM·

hey team - I had a client sing up for an annual plan yesterday one tier lower than they intended. would you be able to help them upgrade to the next highest tier and charge them for the different in balance rather than have them cancel the transaction?

3 comments

· Sorted by Oldest

Clay Support
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Your client can upgrade their plan directly through Clay's billing settings. When they upgrade, they'll be charged the full amount of the higher plan (not prorated), but they'll keep all unused credits from their current annual plan.
To upgrade: Go to Settings > Plans & Billing > Change Plan, select the higher tier, and click Upgrade. [1] The upgrade activates immediately with full access to new features and credits.
Unfortunately, we can't manually adjust billing to charge just the difference - our system doesn't prorate upgrades. But since they keep their existing credits plus get the new plan's full allotment, they're not losing value from their original purchase.
Clay Support
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Did that answer your question?
Clay Support
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If you need any more help with upgrading your client's plan or have other questions, I'm here to assist. Would you like to provide more details about what you're trying to resolve?