Monthly Billing Credit Application for Annual Plans: A Query

Anyone know if Clay will apply your monthly billing amount to an annual plan? For example, I just signed up for Explorer @ $699 / month to start playing around with 20K credits. I'll need another 100K credits in the coming weeks. Now I'm wishing I just did the 120K credit plan @ $314 / month and paid upfront. Any advice?

7 comments

Channeled
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Currently, our system doesn't offer prorated billing when switching from monthly to annual plans. When you upgrade, your new credit allotment is added on top of your current balance, and your billing cycle resets immediately. If you want to switch to the annual Explorer plan at $314/month for 120K credits/year: 1. Go to Settings > Plans and Billing > Change Plan 2. Select "Annual" at the top 3. Choose the Explorer plan with 120K credits 4. Click Upgrade Plan > Subscribe The annual plan provides all credits upfront with a 10% discount compared to monthly billing. Our team is working on implementing prorated plans and credits for situations like yours, but this option isn't available yet. If you need additional help with this transition, please request human assistance by clicking on "Talk to a person."
Sources: Change Your Plan, Cancel Your Plan, Restart Your Trial Free vs. Starter vs. Explorer vs. Pro vs. Enterprise Plans FAQ | Clay.com Credit Rollover After Upgrading Plan
Andi D.
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they will start a new annual plan for you. Also totally unrelated to the question but where you see the 120K credits for $314? That's cheap af i gotta grab that before it's gone
Channeled
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Yes, the annual Explorer plan with 120K credits for $314/month is currently available. You can find this option by: 1. Going to Workspace Settings > Plans and Billing > Change Plan 2. Selecting "Annual" at the top of the pricing page 3. Choosing the Explorer plan tier with 120K credits/year This is the annual version of the 10K credits/month plan, which gives you all credits upfront (120K total) at a discounted rate compared to the monthly billing option ($349/month). The Explorer plan includes features like HTTP API integration, webhook sources, and email sequencing integrations with Outreach and Salesloft.
Sources: Workspace administration documentation | Documentation | Clay University Free vs. Starter vs. Explorer vs. Pro vs. Enterprise Plans Plans & billing | Documentation | Clay University
Steve
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Andi D. on the pricing page
Channeled
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You can find the 120K credits for $314/month Explorer annual plan on the pricing page under the Explorer Plan section. To access this: 1. Go to Workspace Settings > Plans and Billing > Change Plan 2. Select "Annual" at the top of the pricing page 3. Look for the Explorer plan tier The annual Explorer plan offers three options: ** $314/month for 120K credits/year (equivalent to 10K credits/month) ** $449/month for 168K credits/year (14K credits/month) * $629/month for 240K credits/year (20K credits/month) This annual billing option gives you all credits upfront with a discount compared to the monthly billing rates.
Sources: Workspace administration documentation | Documentation | Clay University Free vs. Starter vs. Explorer vs. Pro vs. Enterprise Plans Plans & billing | Documentation | Clay University
Andi D.
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ohhhh, thanks Steve. I thought you mean 120K credits/month i was like woah definitely a bug
Steve
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ohh ha that'd be an unreal deal
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Monthly Billing Credit Application for Annual Plans: A Query | Clay