This help file is designed for Clarity Accounting customers for the purpose of submitting their payment information for their online accounting software.

The instructions for submitting your payment information are listed below:

1. Log in to Clarity Accounting using your email and password
2. Select the Business you are entering the payment information for (this is because some small business owners such as accountants / bookkeepers may have created many business files)
   

   Payment | Select Business

3. Once you have selected a business, go to the “Business Profile” section under “Setup” on the left navigation bar:        
   

   Clarity Accounting | Business Profile

4. On the right side of the “Business Profile” page, there is a section called “Billing”
           

   

   Payment | Billing

5. To upgrade your subscription, click on the “Change” link at the bottom of the “Billing” section
6. A page will appear that will allow you to choose a subscription plan.  You will be given 2 choices:
   Monthly plan at $10 / month
   Annual plan at $100 / year          

    

   

   Billing | Choose a plan

    

7. Choose your subscription plan by clicking on the “Select this plan” link under your desired subscription plan
8. A pop-up window will occur asking you to confirm your desire to upgrade your plan, just click “yes” to continue
9. You will be taken to a secure payment page by “World Pay”.  Please take a moment to select your payment method by click on the appropriate symbol:
   

   Billing | Payment Method

    

10. After you have selected your payment method, you will be directed to a page where you can enter your credit card details;
    Note: Please ignore the FuturePay Administration Panel requiring you to enter a user name and password.  Once you have submitted your payment information, you will be emailed an user name and password you can use to update your credit card information in the future          
    

    Billing | No username

     

11. Proceed to enter your credit card information and click “Done” to continue
    

    Billing | Enter Details

     

12. After you click “Done” you will be taken to a confirmation page that shows:
    Merchant Reference ID
    WorldPay user name and password (for future log in)
    A link at the bottom of the page that says “Return to Clarity Accounting”          
    

    Billing | Return to Clarity Accounting

     

13. By clicking the “Return to Clarity Accounting” link, you will be taken back to the Billing page in Clarity Accounting
14. Once you have returned to the Billing Page you will notice:
    An update on your current pricing plan
    Detailed payment information, including when your next payment will be charged on your credit card
    A record keeping section that will allow you to record this payment directly into Clarity Accounting   

     

     

    

    Billing | Summary

15. Finally, you will receive a confirmation in your email from Clarity Accounting and WorldPay detailing your transaction records as well as your user name and secure password with WorldPay.  Please keep this email for your own records
16. On your credit card statement, you will see a charge by Habitsoft, Inc (the software development company that created Clarity Accounting) on the first of each month or the on the date of the annual subscription
17. Your first payment, depending on the day of the month, will be prorated so that your payment for Clarity Accounting will always occur on the first of every month

Submitting Payment During Free Trial

You may submit your payment information at anytime during the free trial and you will not be charged until 30 days after your free trial.  You are welcome to cancel your subscription at anytime by signing in to your Clarity Accounting Dashboard and click on “Business Profile” under the “Setup” section.

We have also had some requests from clients who wanted to skip the free trial and there is a link on the “Payment Information” section in the billing view that would allow people to do so.

Please note:

• Billing inquiries apply to “Business Accounts” only; i.e. your free trial begins when you have created a business file on Clarity Accounting.  We charge by the “business” and not by the “user”
• If you do not submit your payment after the free trial has ended, your account will be suspended in which no further actions can performed on your account
• If you do not wish to continue with Clarity Accounting, you are welcome to export all data entered into Clarity Accounting into an Excel format before your 30 day free trial expires.

For further information and additional questions, please do not hesitate to submit a question under the “Ask a Question” section on the top right hand corner of this page or contact Clarity Accounting directly.