Understanding Credit Upgrade and Downgrade Options for Clients

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Hey Clay S. if we upgrade credit spend for a client, do we get charged the entire amount of monthly + credits and our month begins anew? Or do we just pay the difference between current cost and credits we would like to buy? Lastly, we’re able to downgrade the credit spend immediately after purchase, correct?

3 comments

Clay
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When you upgrade your plan, you're charged the full amount of the new plan, not just the difference. Your billing cycle resets immediately, giving you a new month to use the credits. The new credit allotment is added on top of your current credit balance instantly. Yes, you can downgrade immediately after upgrading. When you downgrade, you keep your current plan features until the next payment due date.
Sources: FAQ | Clay.com Credit Rollover After Upgrading Plan How can I change my plan? - FAQ | Clay.com
Clay
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Hello Justin! Thanks for reaching out! I generally recommend reaching out to us so you can cancel the plan, upgrade to the higher one and we can adjust the credits. Hope that makes sense!
Channeled
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