The following article will guide you through the process of:
Updating your payment method
Changing our billing email
Understanding subscription charges
Setting up automatic payments
To update your payment and billing settings
Understanding Subscription Charges
Subscription charges in PatientNotes typically represent payments for your selected plan. For example, an annual plan might cover multiple subscriptions or services. If you notice a charge on your account, it is likely related to your subscription plan.
Open settings in the menu bar
Click on subscription
On the right of screen, click on manage plan
Click on the update subscription button (or Buy now if you don’t have a plan yet) to open the secure checkout portal.
Here you can select the plan type essential or professional, number of users, and change payment method by adding or removing a credit card or setting up a bank account direct debit.
You can also change the billing email or physical address.
From this section you can also view past invoices and download them for a detailed record of your billing history.
Setting Up Automatic Payments
To ensure your subscription payments are deducted automatically, you can add a payment method to your account. Here’s how:
Go to Settings → Subscription.
Click Manage plan (or Buy now if you don’t have a plan yet) to open the secure checkout portal.
Add a card or set up a bank account direct debit, then confirm. Once saved, your subscription fee will be billed automatically at the start of each billing cycle using the payment method you added. If there’s an outstanding balance, it will also be charged to the saved payment method.ces
If you have any extra billing questions please email us at [email protected]