Manage your subscription and billing

Your plan and billing

Each account has its own subscription. You manage everything from Billing in your
account settings — your current plan, your payment method, and your billing history. This page is
the starting point; the guides below cover each task in detail.

What you can do

• Choose or change your plan — pick a plan
  from Pricing, upgrade or downgrade, and preview your next invoice.
• Update your payment method — change the card on
  file (handled securely by Stripe).
• Billing history, invoices, and receipts —
  download receipts and send them to the right email.
• Pause, resume, or cancel — take a
  seasonal break or end your subscription (you keep access through the period you've paid for).
• When a payment fails — what happens on a declined card
  and how to get back on track.

Who can do this

Only an account owner or a member with the billing or admin role can view or change
billing. Regular members don't see billing at all. Billing is per account, so if you belong
to more than one practice, each account has its own plan, card, and invoices — and you manage the
one you're currently switched into. See
Work across multiple accounts.

Tips

• Download receipts as you go rather than at tax time — each charge keeps its own invoice.
• Switched into the wrong practice? Check the account switcher
  before changing a plan, so you don't change billing on the wrong account.