How to Rollover Workspace Credits During a Career Transition

Joseph Lewis · 2025-08-15 22:41:09.055163+00

hey team, I'm leaving my current role and taking a month off before my new start date and I was looking at rolling over my workspace credits. Right now, I'd need to stay on my current plan to not forfeit credits on my billing date, but I really don't want to spend the full $350 while I'm not working (I won't be using any credits while I'm off). Is there any way I could rollover my existing credits without eating another month of $350 while I'm out (and then continue with current plan when I'm back)? Thanks!

How to Rollover Workspace Credits During a Career Transition | Clay

14 comments

· Sorted by Oldest

Clay
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You can request a short extension—typically up to one month—to ensure unused credits don't expire after downgrading. In some cases, it's possible to extend the deadline to use your credits as a one-time exception. To avoid the $350 charge, you could cancel before your renewal date, which prevents new credits from being added automatically. Your existing credits will remain until your current billing cycle ends, then be capped at your new plan's rollover limit. If you need further help with this request, click "Talk to a person" to speak with our team about your specific situation.
Sources: Credit Rollover After Cancelling or Downgrading Subscription Credits | Documentation | Clay University
Joseph Lewis
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How can I request that extension?
Clay
APP
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To request an extension for your unused credits, click "Talk to a person" to speak with our support team about your specific situation. Extensions can be requested as a one-time exception to avoid credit expiration after downgrading.
Source: Credit Rollover After Cancelling or Downgrading Subscription
Joey Lewis
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also, this is my new Slack account. The old one was tied to my work email at my previous employer. Please include this account on any future correspondence 🙂
LuisArturo (Clay)
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Hey there Joey can you confirm which workspaces this is for?
Joey Lewis
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Joseph's workspace
Munnawar Hashim (Clay)
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Hi Joey, Thank you for reaching out to the support team. It seems like you have a couple of tickets open with us and I want to avoid any confusion here. Currently, you have two accounts. You are leaving your current role and taking a month off. You wish to carry over your credits from today to your account when you come back from holiday without having to pay for the month where you're not using Clay. You also wish to change the email address associated with the account. Do I have all of that correct? I can: 1. Cancel and refund your subsription (it just rolled over today) 2. Give you back the credits you had 9843 credits AFTER you return from holiday (please quote this number of credits and this ticket from this email address when you do this) 3. I can also change the email address of an account if the account owner is the one who writes in. I hope that makes sense, please let me know how to proceed.
Joey Lewis
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hey, thanks for all that great context. 1) yes this would be ideal. 2) yes this would also be great 3) not going to be possible at this point. I transferred ownership of the workspace to my personal email because my work email is deactivated. I’ll reach out again if I run into weirdness here but it seems I control billing from my personal email which is perfect. Please proceed with 1 and 2
Sayli Godse
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Hey Joey! Jumping in for Munnawar here. Can you confirm which account you want to cancel your subscription on and get the refund? I can see two accounts- one being the company one (which I am assuming is not the one). The one you do want to go ahead and cancel is https://app.clay.com/workspaces/611691/home Once you confirm I can go ahead and do that.
Joey Lewis
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Yes thats the one! Thanks for your help
Sayli Godse
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Great! So I am going to cancel the subscription for this workspace and refund the transaction. You will then move to the free plan. Your credits however will expire eventually. Once you do reach out again we will refund those credits back to you!
Sayli Godse
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Hey Joey! I have cancelled the plan associated with this workspace and refunded the last transaction. You will receive a refund receipt on jalewis9000@gmail.com. Reach out later and we can refund the credits that rolled over. Do mention the ticket was on joey@assembledhq.com since the ticket was generated on this account. The team member who gets assigned this ticket can then take a look at this conversation and understand the context.
Joey Lewis
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Perfect! Thanks a bunch
Sayli Godse
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Great!

Clay
APP
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You can request a short extension—typically up to one month—to ensure unused credits don't expire after downgrading. In some cases, it's possible to extend the deadline to use your credits as a one-time exception. To avoid the $350 charge, you could cancel before your renewal date, which prevents new credits from being added automatically. Your existing credits will remain until your current billing cycle ends, then be capped at your new plan's rollover limit. If you need further help with this request, click "Talk to a person" to speak with our team about your specific situation.
Sources: Credit Rollover After Cancelling or Downgrading Subscription Credits | Documentation | Clay University
Joseph Lewis
·
·
How can I request that extension?
Clay
APP
·
·
To request an extension for your unused credits, click "Talk to a person" to speak with our support team about your specific situation. Extensions can be requested as a one-time exception to avoid credit expiration after downgrading.
Source: Credit Rollover After Cancelling or Downgrading Subscription
Joey Lewis
·
·
also, this is my new Slack account. The old one was tied to my work email at my previous employer. Please include this account on any future correspondence 🙂
LuisArturo (Clay)
·
·
Hey there Joey can you confirm which workspaces this is for?
Joey Lewis
·
·
Joseph's workspace
Munnawar Hashim (Clay)
·
·
Hi Joey, Thank you for reaching out to the support team. It seems like you have a couple of tickets open with us and I want to avoid any confusion here. Currently, you have two accounts. You are leaving your current role and taking a month off. You wish to carry over your credits from today to your account when you come back from holiday without having to pay for the month where you're not using Clay. You also wish to change the email address associated with the account. Do I have all of that correct? I can: 1. Cancel and refund your subsription (it just rolled over today) 2. Give you back the credits you had 9843 credits AFTER you return from holiday (please quote this number of credits and this ticket from this email address when you do this) 3. I can also change the email address of an account if the account owner is the one who writes in. I hope that makes sense, please let me know how to proceed.
Joey Lewis
·
·
hey, thanks for all that great context. 1) yes this would be ideal. 2) yes this would also be great 3) not going to be possible at this point. I transferred ownership of the workspace to my personal email because my work email is deactivated. I’ll reach out again if I run into weirdness here but it seems I control billing from my personal email which is perfect. Please proceed with 1 and 2
Sayli Godse
·
·
Hey Joey! Jumping in for Munnawar here. Can you confirm which account you want to cancel your subscription on and get the refund? I can see two accounts- one being the company one (which I am assuming is not the one). The one you do want to go ahead and cancel is https://app.clay.com/workspaces/611691/home Once you confirm I can go ahead and do that.
Joey Lewis
·
·
Yes thats the one! Thanks for your help
Sayli Godse
·
·
Great! So I am going to cancel the subscription for this workspace and refund the transaction. You will then move to the free plan. Your credits however will expire eventually. Once you do reach out again we will refund those credits back to you!
Sayli Godse
·
·
Hey Joey! I have cancelled the plan associated with this workspace and refunded the last transaction. You will receive a refund receipt on jalewis9000@gmail.com. Reach out later and we can refund the credits that rolled over. Do mention the ticket was on joey@assembledhq.com since the ticket was generated on this account. The team member who gets assigned this ticket can then take a look at this conversation and understand the context.
Joey Lewis
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·
Perfect! Thanks a bunch
Sayli Godse
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·
Great!