Billing & Subscription
Manage your subscription, view invoices, and update billing information.
Owner only: Billing settings are accessible only to the organization owner.
Access from Settings → Billing to manage your subscription, view invoices, and update billing details.
Subscription Overview
The billing page shows your current subscription status:
- Plan — Your current plan name
- Status — Trialing, Active, Past Due, Canceled, or Expired
- Renewal date — When your subscription renews (or expires)
- Seats — How many seats your plan includes
- Price — Monthly or annual cost
Subscription Statuses
| Status | Meaning |
|---|---|
| Trialing | Free trial period (14 days). Full access to all features |
| Active | Paid subscription. Full access to all features |
| Past Due | Payment failed. Access continues temporarily while payment is retried |
| Canceled | Subscription canceled. Access continues until the end of the billing period |
| Expired | Trial or subscription has ended. Limited access until you subscribe |
Upgrading Your Plan
- Click Upgrade Plan on the billing overview card (or navigate to Settings → Billing → Plans)
- Select the plan that fits your practice
- Choose the number of seats you need
- Complete the checkout process
Invoices
If you have a payment method on file, the invoices section shows your billing history:
- Invoice number and date
- Amount charged
- Payment status
- Download link for each invoice
Billing Address
You can update your billing address from the billing page. This address is used on invoices and for tax purposes.
Canceling Your Subscription
- Scroll to the bottom of the billing page
- Click Cancel Subscription
- Read the warning about what happens when you cancel
- Confirm the cancellation
Note: Cancellation takes effect at the end of your current billing period. You'll continue to have full access until then.
Complimentary Access
Some accounts may have complimentary access (extended trial, partner, or promotional). If you have complimentary access, the billing page shows your access type and expiration date instead of subscription details.