Switching Between Account Types

Need to upgrade to Business or manage multiple accounts? Here's how.

Upgrading from Personal to Business

Ready to accept payments or access business features? Upgrade your account:

Step 1: Go to Settings

Click your profile picture → Settings → Account.

Step 2: Click Upgrade

Under Account Type, click Upgrade to Business.

Step 3: Enter Business Details

Provide information about your business:

• Business name (or your name if you're a sole proprietor)
• Business type (sole proprietor, LLC, corporation, etc.)
• Industry
• Business address
• Tax ID (EIN in US, or equivalent)

Step 4: Verify Your Business

Upload required documents:

• Business registration documents
• Proof of address
• Owner/director IDs

Business verification details →

Step 5: Review Period

We'll review your application within 1-2 business days. You'll receive an email when approved.

What Changes After Upgrading

When you upgrade to Business:

• ✅ Your balance and history are preserved
• ✅ You gain access to business features
• ✅ Transaction limits increase
• ✅ You can add team members
• ⚠️ Transaction fees may change

Managing Multiple Accounts

Some users need both Personal and Business accounts:

Creating a Second Account

You can create a separate account with a different email address. This is useful if you want to keep personal and business finances completely separate.

Switching Between Accounts

If you have multiple accounts:

1. Click your profile picture
2. Click Switch Account
3. Select the account you want to use
4. Or click Add Account to log into another

Downgrading from Business to Personal

Want to downgrade? Contact support:

1. Email support@clappay.com
2. Request a downgrade
3. We'll convert your account within 2-3 business days

Note: You'll lose access to business features, but your balance and history are preserved.

Related Articles:

• Account Types Explained
• Business Verification Requirements
• Creating an Account