Plans & billing

Where billing lives

1. 1

   Open Settings from the top bar (desktop) or the bottom tab bar (mobile).

2. 2

   Under the Billing group, open Billing. The page has three parts: Your Plan, Seats, and Invoices.

   

Before billing opens

Plans open October 1, 2026. Until yours is on a paid plan, Your Plan reads "Complimentary access" with a "No charge" badge and no payment method is required. This is not a trial and it does not expire: everything in the product is available, and the Manage billing button stays disabled until billing goes live.

Your plan

1. 3

   Your Plan shows the plan name, its status, the amount and billing interval, and the date it renews (or ends, if you have cancelled).

2. 4

   Included lists what your plan covers.

3. 5

   Manage billing opens the payment portal in a new tab. Update your card, download invoices, or change your plan there rather than in Clarity.

   Billing is deliberately not delegable. If you are working inside another advisor's book as an assistant or processor, this page refuses the action and asks you to have the account holder do it.

Seats

Seats counts ADVISORS, not people. Team members you add under Settings → Team share your workspace and do not consume an advisor seat, so adding your production partner and processor costs nothing.

Invoices

1. 6

   The Invoices list shows your billing history once billing is live.

2. 7

   For receipts, tax documents, and anything older than the list shows, use Manage billing.