Subscription Plan Information
How do I view my current subscription plan details?
To view your current plan, open the drop-down menu and select Billing Info > Plan. This shows your plan details, including your next subscription billing date and the current payment method set to be billed.
If you'd like to make changes to your plan or cancel your subscription, simply click the chat icon 
in the lower right corner to reach our member services team.
Adding & Updating Payment Methods
How do I add or update our payment method?
To add or update a payment method for subscriptions or Cloud Direct Pay processing, click the drop-down settings menu in the top-right of your screen, select Billing Info, then go to the Payment Methods subsection.
Click Add Payment Method and enter your new payment option (ACH, debit card, or credit card).
*Once added, set the new method as the default or assign it to your office(s) so it's used on future invoices. Any new invoices will be processed using the updated method.
How do I assign a payment method to a specific practice location?
If you have multiple payment methods for different locations, go to Billing Info > Payment Methods and click Assign To next to the method you want to use. This assigns that payment method to the correct location, and all invoices for that location will be billed to it.
How do I delete an old payment method?
A payment method must not be set as the default or assigned to any locations before it can be deleted. Unassigned payment methods will show a red Delete button.
Note: You can't delete a payment method without a replacement in place. Add and assign a new method first, then remove the old one.
Invoices & Billing History
Can I view or download my invoices?
Yes. Go to Billing Info > Invoices to see a list of all invoices billed, starting with the most recent. Click any individual invoice to open, review, and download it as a PDF.
Can I get a statement of charges for a specific date range?
Yes. From the Invoices page, scroll to the bottom and set your "To" and "From" dates to filter to a specific period — useful for pulling monthly or quarterly statements. Then click Download Billing History to have the full statement emailed to you.
The statement is sent to the owner's email address on file. If you need invoices in a specific format for accounting software like QuickBooks, download the billing history as a spreadsheet and convert it using your spreadsheet application.
Can I have invoices emailed automatically each time a transaction occurs?
Yes. To turn on automatic invoice emails for a payment method:
Go to Billing Info > Payment Methods.
Click Edit on the payment method you want to enable this for.
Check "Send an email whenever an invoice is created for this payment method."
Select which administrators should receive the emails. (Emails go to the address tied to each administrator's account.)
Save your changes.
How do I reprocess a failed payment or invoice?
Go to Billing Info > Invoices, open the failed invoice, and click Retry.
Before retrying, confirm the correct payment method is set as the default or assigned to the correct location under Payment Methods — otherwise the retry may fail again against the same card.