Table of contents
Only workspace administrators can access billing settings.
- Click your profile icon in the bottom left sidebar
- Select Billing Portal from the menu
A valid mobile phone number is required for security when signing up for any plan, including the free tier. VoIP numbers are not accepted.
What you’ll find
Notices and messages
Important billing notifications appear at the top of the portal.
Current plan and available options
- View your current subscription plan
- Browse plans you can switch to
- See what features each plan includes
Payment methods
- View saved payment methods and your current default
- Add or update payment methods
Payment information
Enter your complete billing address for your practice or organization. This appears on your invoices.
Invoice email settings
Invoices go to your account email by default. You can add additional addresses to receive copies.
Notes
- All credit card information is stored and processed by Stripe.
- When you upgrade or downgrade, billing is automatically prorated based on your usage.
If you can’t access the billing portal, confirm you have administrator privileges for your workspace. Contact support or use live chat for help with billing or subscription changes.