Changing Plans
Upgrading Your Plan
When you upgrade, you get immediate access to the new plan's features.
- Open billing settings - Go to Settings > Billing in your clarife dashboard.
- Choose a new plan - Select the plan you want to upgrade to (Pro or Business) and the billing interval (monthly or yearly).
- Complete checkout - Confirm the change through the Paddle checkout. Billing is prorated - you only pay the difference for the remainder of your current period.
- Enjoy new features - New limits and features are available immediately after checkout completes.
ℹ️ Info: Prorated billing means you are only charged the proportional amount for the time remaining in your current billing cycle. Paddle handles this calculation automatically.
Downgrading Your Plan
Downgrades work differently from upgrades:
- Your current plan remains active until the end of the billing period.
- At the end of the period, the lower plan takes effect.
- Your data is preserved - documents over the new plan's limits stay viewable and editable.
- Active shares beyond the Free plan limit (3) are deactivated - you choose which ones to keep active.
⚠️ Warning: Before downgrading, make sure your usage is within the target plan's limits. Documents over the limit stay viewable and editable, but you cannot create new ones until you are back within the limit.
Switching Billing Interval
You can switch between monthly and yearly billing at any time:
| Switch | When it takes effect |
|---|---|
| Monthly to yearly | Immediately (prorated credit applied) |
| Yearly to monthly | At the end of the current yearly period |
Common Scenarios
| Scenario | What happens |
|---|---|
| Free to Pro | Immediate access, first charge now |
| Pro to Business | Immediate access, prorated charge |
| Business to Pro | Pro starts at end of current period |
| Any paid to Free | Free starts at end of current period |
| Trial to Pro/Business | Subscription begins after trial ends |
Will I lose data when downgrading?
No. Your documents and data are never deleted. Content exceeding the lower plan's limits stays viewable and editable; you cannot create new items until you reduce usage or upgrade again.
Can I upgrade during the trial?
Yes. You can choose a plan during the trial. You will not be charged until the trial period ends.
How does prorated billing work?
If you upgrade mid-cycle, Paddle calculates the unused portion of your current plan and credits it toward the new plan. You only pay the difference.
Can I switch from yearly to monthly mid-year?
The change takes effect at the end of your current yearly period. You will not receive a partial refund for the remaining months.