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Manage your ClearSpend plan from Settings → Billing. Owners can upgrade and open Stripe. Admins can view usage but cannot change payment.
Billing settings page

Billing: current plan, usage this month, and subscription packages.

When to use this page

  • See your plan and whether you are on a trial
  • Check usage against plan limits
  • Upgrade, or open Manage Billing for invoices and payment method

Plans

Starter, Growth, and Scale upgrade in the app with Upgrade (Stripe Checkout). Enterprise is sales-led — use Contact us.

Trial

New workspaces may start on a trial. When it ends, some features may lock until you subscribe or add a payment method.

Usage limits

Your plan badge sits next to meters for how much you have used:

Caps by plan

Documents reset on the 1st of each month. Spend tracked uses charges from the last 30 days.
  • Overuse appears when you pass a cap
  • Unlimited meters have no progress bar
  • At the integrations cap, Connect stays blocked until you upgrade or remove a connection
If Renewals or other pages show an upgrade overlay, your plan may be inactive or over limit. Owners should fix billing here first.

Manage Billing (Stripe)

Manage Billing opens the Stripe Customer Portal in a new tab so you can:
  • Update your payment method
  • Download ClearSpend invoices
  • Review billing history
Close the portal tab to return to ClearSpend.
Stripe Add payment method portal

Stripe Customer Portal: add or update your payment method.

Where to upgrade

Where to upgrade: Billing in the user menu and subscription packages

Where to upgrade: Billing in the user menu, and subscription packages on the Billing tab.

Only Owners can upgrade and open Manage Billing. Admins can view the Billing tab as read-only.

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