Staying on top of your billing helps keep your account organised and payments smooth. By knowing what happens when you select the Billing option, you can easily manage details, update payment methods, and access billing history, giving you full control and avoiding any surprises.
Check out our Getting access to my billing details, invoices and payment details to be reminded where to find your Billing option
Click on Account
2. Select Billing
3. Choose your account type: Clinician or Practice
4. Click on the relevant profile and add your Billing Address to log in
Important Notes:
🔹 Only Owner, Admin, and Manager permission holders can access the Billing section on the Doctify Dashboard.
🔹 Your Billing Email is the one you used when joining Doctify. If you’re unsure, reach out to us for assistance.
When you are connected to your subscription dashboard, you will have access to four main sections:
Account Information
Billing & Shipping Addresses
Payment Methods
Billing History
Account Details
In this section, you can manage the following:
Update your billing contact details (email and phone number)
The Permissions tab confirms you have the consent of the ultimate owner.
Change your password
Edit your company’s name
Billing & Shipping Addresses
Here, you can modify your business billing address and contact number. You can also add information for your finance team if needed.
Payment Methods
This section allows you to update or change your payment methods easily.
Billing History
Access all your past invoices in this section. You can view and download them at any time.
