Clariti billing runs through Stripe, a secure payment company. Whether you need to swap in a new card before the old one expires or download receipts for your bookkeeper at tax time, you do it in the Customer Payment Portal, which is Stripe's billing page for your Clariti subscription.

1. Click your name in the top right corner of Clariti.

2. Choose My Account.

3. On the Billing card, click Open Customer Payment Portal.

The portal opens in the same browser tab. When you are finished, use the portal's return link to get back to Clariti.

The Billing card only appears for the person who pays for the Clariti subscription. Team members do not see it.

1. In the portal, find Payment Method.

2. Click the + icon to add or update a payment method.

If your bank sent you a replacement card with a new number or expiration date, update it here before your renewal date so the payment goes through. If a renewal has already failed and you see an Account Disabled page when you log in, see Why Is My Clariti Account Disabled?.

Scroll down in the portal to update your billing information or add a Tax ID, for example your business name and address for your accountant.

1. In the portal, scroll down to your invoice history.

2. Click an invoice to open it. From there you can download a copy for your records.

Why do I not see the Billing card?

The Billing card only shows for the account that pays for Clariti. If you are a team member, ask the site owner. If you are the owner and still do not see it, email us.

Can I change a past invoice?

Updates to your billing information apply to invoices going forward. If you need help with an earlier invoice, email us and we will take a look.

Reach out anytime and we will help you sort it out. Email us at [email protected].