To see any current plan information, next subscription billing dates, etc, visit the Plan section of your Billing Information.
Adding & updating payment methods
How do I add or update our payment method?
To add or update your payment method for subscriptions or Cloud Direct Pay Processing, click the drop-down settings menu in the top-right of your screen and select Billing Info. From there, click the "Payment Methods" subsection.
Click Add Payment Method and enter your new payment option (ACH, debit card, or credit card).
Once the new method is added, you'll need to either set it as the default or assign it to your office(s) so it's used on future invoices. Any new invoices will then be processed using the updated payment method.
How do I assign a payment method to a specific practice location?
If you have multiple payment methods for different practice locations, go to Billing Info > Payment Methods and click Assign To next to the payment method you want to use. This will allow you to assign that specific payment method to the correct location. All invoices for this location will then be billed to the assigned payment method.
How do I delete an old payment method?
To delete an old payment method, it must not be set as the default or assigned to any locations. You will see a red delete button next to any unassigned payment methods.
You will not be able to fully delete a payment method without a replacement method. Add and assign a new payment method first, then return to remove the old one.
Invoices & Billing history
Can I get a statement of all of the charges for a specified date range?
Yes. You can download the billing history for all invoices, or for a specific date range, in the Billing Info section of your account. To get there, click the drop-down menu on the right-hand side of your screen, then select Billing Info.
Once on this page, select the Invoices subsection. This page will list all invoices billed, starting with the most recent.
If you scroll to the bottom of the page, you'll see the option to select "To" and "From" dates if you need to filter to a specific date range. Then click Download Billing History to have the statement emailed to you.
The billing history will be sent to the owner's email address on file.
How do I reprocess a failed payment or invoice?
You can manually reprocess any failed charges by visiting Billing Info > Invoices in your account. Open the failed invoice and click Retry.
Before retrying, please make sure the correct payment method is set as the default or assigned to the correct location in the Payment Methods section of your account. Otherwise, the retry may fail again against the same card on file.
Still have questions?
If you run into trouble updating a payment method, downloading a statement, or retrying a failed invoice, reach out to our support team via the chat bubble in the bottom-right corner of your screen, and we'll be happy to help.