FOR BOTH WORKSPACES

Manage your trial, billing, or cancellation

Know what happens at trial end, when payments fail, and when you cancel.

01

Your trial

New workspaces get 14 days without a credit card and 100 outgoing reminders. The Business trial covers one business; a practice trial covers up to 3 client companies. Unlimited teammates are included.

The trial does not automatically become a paid subscription. Choose a paid plan to continue collection activity. Otherwise, your records remain available to read and export.

02

Change billing or payment details

The owner can open Settings → Billing to review a plan or billing-frequency change. Check the final charge or credit before confirming. Annual plans are paid upfront, with monthly reminder allowances.

Use the billing portal for payment methods, invoices, and cancellation. Plan changes use Clawrk's preview and confirmation flow.

03

Resolve a payment or address issue

Follow the warning in Billing. If an address needs correction, update it in the portal and return to select Retry tax calculation when offered. That action can collect a pending renewal payment using the saved payment method.

If a payment remains unresolved, contact support. Records remain available to read and export when a workspace loses paid access; collection changes and outgoing reminders can be restricted.

04

Cancel renewal

Cancel through Billing and keep access until the end of the paid period. Cancellation does not erase records. Closing a workspace is a separate owner action with stated data and access consequences.

Put this guide to work.

Your workspace opens in a new tab.

Open Billing

Something still unclear?

Ask our support team. Include the step you reached and what happened. Keep passwords and financial documents out of the email.