ClearCheckbook Knowledge Base

ClearCheckbook Knowledge Base

Help Sections

General

Tools

Reports

Settings

Permanent Actions

Apps

Would you like to see something added to, or do you have a contribution for, the Knowledge Base? If so, let us know!

Premium Membership Management

This page covers all of the actions you can perform on the Manage Your Premium Membership settings page. If you want to learn more about ClearCheckbook Premium in general, check out the ClearCheckbook Premium Knowledge Base section.

You can find the Premium Membership settings by clicking on Settings at the top right side of the page, then click on Manage Your Premium Membership under the Premium Membership header.

Signing up for ClearCheckbook Premium

When you load the Manage Your Premium Membership page, you will see a big green button at the top of the page. This button will take you to the upgrade form where you will select your membership length and enter your billing information.

Premium Membership - Signup Button
Click the green button to upgrade

Once the Upgrade Form appears, select your Membership Length.

Premium Membership - Select Membership Length
Select your membership length

The next section is your basic Billing Information where you enter your name, billing address and contact information. The billing information must match what your credit card has on file.

After your billing information, enter your card information in the Credit Card Information section.

Finally, read the ClearCheckbook Premium Terms of Use which explains the auto-renewal and refund policy and then agree to those terms before clicking the green Place Order button.

When you submit your order, your billing and credit card information will be sent securely to our PCI compliant credit card processor which will process and store your billing information.

ClearCheckbook does not store your full card number or billing information on our servers. The only information we keep is the expiration date and last four digits of your card so we can display this information in your Billing History and alert you if your card is set to expire before your next renewal.

Disabling Auto-renew

By default, all ClearCheckbook Premium upgrades are set to automatically renew at the end of their time period.

You can disable auto-renew at any time by clicking on Settings at the top right side of the page and then click on Manage Your Premium Membership. There will be a link in the green box at the top of the page to disable auto-renew.

Premium Membership - Disabling Auto-renew
Settings -> Manage Your Premium Membership -> Turn off auto-renew

Changing Membership Durations

You can easily upgrade to a different membership duration as long as you are moving to a longer length membership. For example, if you currently have the quarterly (3 month) membership, you can upgrade to the semi-annual or yearly but cannot downgrade to the monthly duration.

To change your membership duration, click on Settings at the top right side of the page and then click on Manage Your Premium Membership. The green box (pictured below) has a link to upgrade your membership duration.

Premium Membership - Change membership duration
Settings -> Manage Your Premium Membership -> Upgrade Membership Duration

If you want to downgrade to a shorter duration you can disable auto-renew (see above) and then once your membership expires, upgrade to the desired duration.

Updating Billing Information

All of your billing information is stored on our 3rd party, PCI compliant, credit card processor. They handle the processing of the renewals and, if any billing information has changed, will need to get that updated information in order to ensure a smooth renewal.

In the case you get a new credit card or change billing addresses prior to your next renewal, you can easily update your billing information by clicking on Settings at the top right side of the page, then click on Manage Your Premium Membership. There will be a link in the green box at the top of the page to udpate your billing information.

Premium Membership - Update billing information
Settings -> Manage Your Premium Membership -> Update Credit Card Information

Billing History

You can view your premium membership billing history by clicking on the Your Premium Membership Billing History link. This will list your purchase(s) in a receipt format.

Premium Membership - Billing History
Click to view your billing history

Contact ClearCheckbook

If you have a question about the site, please check the Support Forums, Tutorials and Help section to see if it's already answered there.

Your message has been sent.

Thank you for reaching out to us. We work hard to respond as quickly as possible to our emails. You'll receive a response soon.