You can download every PatientNotes invoice and receipt yourself from your subscription page. This is the same document you'd use as your invoice or receipt for your records or your accountant.
How to download an invoice or receipt
Log in and go to patientnotes.app/dashboard/subscription
Click Manage plan
Scroll to Invoice history
Click the date of the payment you need, then download the invoice or receipt
I can't see "Manage plan"
This is the most common reason people can't find their receipts. Billing is only visible to the account Owner — the person who set up and pays for the subscription.
You're a Practitioner or Power User in a clinic account: you won't see Manage plan or invoices. Power Users can manage the team, templates and settings, but billing stays with the Owner. Ask your clinic's account Owner to download the invoice for you. What can a Power User do?
You haven't been charged yet (for example, you're still in your free trial): there won't be any invoices to show until your first payment.
You're the Owner and still can't see it, or your subscription has ended: contact us and we'll send you a copy.
Changing the details on your invoice
To change the email address invoices are sent to, or your payment method, see Updating your subscription.
If you need a different business name or other details on a tax invoice, contact us with what you need and the billing period, and we'll sort it out.
Need the account Owner changed to someone else? See How to transfer account ownership.
Need us to send it?
Chat with us via the help widget or email [email protected]. Include your clinic or account name, the account Owner's email, and the month(s) you need, and we'll email the invoices to you.