Intro to billing

All of your billing and plan info is available in your Workspace settings on the Billing page. 

What you'll need

  • A paid plan. 
  • You must be an owner or admin to manage billing or discuss billing information with Customer Support.

If you have questions about your billing contract, reach out to the Account Executive that you worked with or sales@clickup.com. If you don't have a contract, please contact Support by clicking the chat bubble icon in the lower-right corner of your screen.

Access your billing page

To access your billing page:

  1. Click your Workspace avatar. 
    • In ClickUp 2.0, this is located in the lower-left corner.
    • In ClickUp 3.0, this is located in the upper-left corner.
  2. Select Billing

Billing page info

Your billing page includes the following sections. Use the tabs at the top of the billing page to navigate between these sections.

Plans

Info about your current plan and links to upgrade or downgrade your plan. 

Add-ons

From the billing page, you can add ClickUp AI or more Automations Actions to your plan.

ClickUp AI

If ClickUp AI hasn't been added to your Workspace, you can purchase it from this section.

Extra Automations 

This section includes the number of Automations Actions included in your plan. You can also purchase additional Automations add-ons. 

Billing

The Billing section includes the following information about your plan.

Make sure you have all the info. Learn about our pricing model. Also, take a look at when and how we charge for adding members, guests, or admins. When discussing billing, a member or member seat refers to anyone invited as a member or admin. Owners are members, too. There can only be one Workspace owner, but ownership can be transferred.

  • Billing Cycle: Yearly or monthly billing cycle. 
  • Next billing date: The date your billing cycle renews.  
  • Total: Total cost of renewing your plan. This includes sales tax, if applicable.
    Learn what US states are taxable
    Take a look at our article Update your credit card information to learn how to mange your payment methods. 
  • To see itemized pricing, to the right of your Total click the dropdown. 

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Payment method

Workspace owners and admins manage payment methods from the billing page of the Workspace settings menu. You can change your payment method, add a card, remove a card, or set a default payment method. 

We accept the following debit and credit cards:

  • Visa
  • Mastercard
  • Maestro
  • American Express
  • Discover

We can't process prepaid debit cards or PayPal at this time. 

If you're experiencing payment issues, we'll let you know. You can take these troubleshooting steps before contacting support.

Credit

If you have Workspace credits, you'll see them in the Payment Method section to the right of the Add card button. Your Workspace credit is applied automatically when you add new members, upgrade your plan, or when your plan renews.

Invoice History

From the Invoice History section, you can view or download invoices and add invoice info, such as your billing address or VAT number. 

Switch from monthly to yearly billing

You can switch from monthly to yearly billing at any time. To switch, contact Support from the Resource Center. To open the Resource Center, click the question mark icon in the lower-right corner of your Sidebar

When switching to the yearly cycle, you'll be charged for the next 12 months when your plan renews.

Cancel your auto-renewal

Please contact us Support from the Resource Center for more information about canceling the automatic renewal of your paid plan subscription. To open the Resource Center, click the question mark icon in the lower-right corner of your Sidebar

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