Request to Upgrade Subscription Plan and Adjust Billing Charges | Clay

Request to Upgrade Subscription Plan and Adjust Billing Charges | Clay

Clay
APP
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Currently, our system bills the full amount when upgrading because it provides the corresponding credits and resets your billing cycle. However, you can receive a refund for your previous plan payment when upgrading - refunds typically reflect within 10 days. When you get a refund, the credits corresponding to the lower plan cost would be deducted from your balance. To upgrade to the $800/mo Pro plan, go to Settings > Plans & Billing > Change Plan and select Pro. If you need further help with the refund process, request human assistance by clicking "Talk to a person."
Mark M.
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Not a specific table, need help getting a refund for the $149 and $349 now that I've upgraded to the $800/mo plan (per your instructions)
Gabe E.
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Hi there!
Gabe E.
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Let me take a look at your billing history now
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Gabe E.
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Do you mind sending along the billing email where these charges were made? I'm not seeing any charges associated with the email tagged to this ticket (mark@7figureautomation.com)
Mark M.
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m@salespipelinegurus.com
Gabe E.
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To confirm, you'd like to refund the 149 and 349 charges? I do believe Stripe will keep its processing fees for the cash refund. Would you want the refund in credits and we can extend your rollover period? Please let me know best action from here! Gabe
(89 kB)
Mark M.
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No, please just refund to card. I need the budget for other expenses this month
Gabe E.
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Copy, refunding now.
Gabe E.
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You should have those now. Please confirm when you see it!
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Channeled
APP
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Mark M.
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Gabe E. Just upgraded to the $1,000/mo plan to get 70K credits. Please refund the $800 from my previous purchase
Clay
APP
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Thanks! We've reopened this thread. You can continue to add more detail directly in this thread.
Mark M.
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Yes, still waiting for a reply
Luca P.
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Hey there, Your refund has been submitted and should reflect on your end within 10 business days ✅ If you don’t see it after 10 days, let us know, and we’ll check with our system provider. Let me know if there’s anything else I can help with.