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Frequently asked questions about billing and payments.
Owners and admins
Who can manage billing?
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 firstname.lastname@example.org.
Who can access your Workspace settings?
You must be an owner or admin to access these settings, which include security and permissions.
What's the difference between free and paid plans?
Take a look at the full comparison of plans.
Not everyone in my Workspace needs to use the paid features. Can I just upgrade individual accounts?
Plans are applied to an entire Workspace. All members in a Workspace have access to the same features.
Can I transfer a paid plan to another Workspace?
Plans aren't transferrable. Each Workspace needs to be upgraded separately.
Charges for inviting members and guests
Take a look at our article Charges for inviting members and guests for the full details!
What happens when I remove a person from my Workspace?
Their seat remains open. If your Workspace has an open seat, you can fill it by adding a new member or converting a guest to a member for no charge.
How do I set limited permissions for members or guests?
Through permissions settings, owners and admins can limit a member's access.
All paid plans include unlimited view-only guest seats. On all paid plans, you can also add a limited number of permission-controlled guests.
Upgrade or downgrade a plan
Take a look at our article Upgrade or downgrade your plan for the full details!
Take a look at our Billing overview article for details on updating your credit card info, the payment types we accept, and switching subscription types.
Who has access to my credit card information?
Only Workspace owners and admins have access to change payment methods. The last four digits of the card number and the expiration date are visible.
Is it safe to enter my credit card details into ClickUp?
We maintain ongoing PCI compliance. We follow strict industry standards for storing, processing, and transmitting credit card information online.
For more details, check out our Security page.
If you have any questions or concerns about the security of your data or credit card information, please contact us.
What is your refund policy?
We offer a 30-day satisfaction guarantee for all paid plans! A refund will be applied as long as your account doesn't reflect a prorated credit at any time during the billing cycle.
How do I download my latest invoice?
Owners and admins can download invoices.