Invoices and receipts
Subscription → Billing and Invoices lists every invoice with its amount and status, and each one downloads as a PDF for your records. Receipts also arrive by email to the billing address on the account.
Changing the card or the billing details
Open the Billing portal from the subscription screen. That is where you update the card, the billing email and the address that appears on the invoice. A card that expired mid-period is the usual cause of a failed renewal — update it and the charge retries.
Who can see billing
Billing is practice-level. A clinician on the account sees their own usage but not the payment method. If you need someone else to handle invoices, make them a practice admin.
A charge you do not recognise
Look first at the invoice PDF: it itemises the plan, the seats, minutes over the allowance, texts, and any fax numbers. Usage above the plan allowance is the most common surprise, and the subscription screen shows the same figures for the current period.
If the invoice still does not explain it, write to us with the invoice number and the amount. We can see exactly what generated each line.
Cancelling
Ask support, or cancel from the billing portal where your plan allows it. Cancellation takes effect at the end of the paid period — you keep access until the Access until date. Tell us if you need your data exported before then; notes, transcripts and call records can be provided, and the export is easier to do while the account is still active.