Stay in Control of Your Billing
Easily access your billing details, invoices, and payment information—all in one place. With everything at your fingertips, you can track expenses, verify payments, and manage your finances effortlessly. Stay organised and in control with complete visibility over your Doctify account.
How to Access Your Billing Section
Go to your Dashboard
Click on Account
3. Select Billing
4. Choose your account type: Clinician or Practice
5. 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. To learn how to add new permission holders, refer to our article.
🔹 Your Billing Email is the one you used when joining Doctify. If you’re unsure, please don't hesitate to reach out to us for assistance.
What You'll Find in Your Doctify Billing Portal
Once logged in, you’ll have access to four key sections:
✅ Account Information – Review your registered details
✅ Billing & Shipping Addresses – Manage and update your addresses
✅ Payment Methods – Edit and update your preferred payment options
✅ Billing History – View and download past invoices
Managing Your Payment Methods
Need to update your payment details? Here’s how: Clinicians on Doctify have two main methods to update their payment information: through an Admin-Assisted Update or Self-Service Update via the Dashboard.
Click on Payment Methods
Select the existing payment option and click Edit
Choose your preferred method: Credit Card or Direct Debit
Enter your updated payment information
Click Submit & Save Changes
Admin-Assisted Update for Credit Card Details
If clinicians are away or unable to access their accounts to update credit card details, an administrator can assist by generating a unique update link. The process is as follows:
Request that an administrator generate a secure link for credit card updates.
The administrator will send this link directly to you via email or another agreed communication channel.
Use the link to update and save new credit card details securely.
Clinicians can also update payment or billing details using their Doctify Dashboard. The steps are straightforward and designed for self-service:
Log in to your Doctify Dashboard using your credentials.
Click your email address located in the top-right corner of the screen to open the menu.
Select the Billing option from the dropdown menu.
Enter the email address associated with your Chargebee account. If you need to update or don’t know the email address linked to this account, you can make necessary changes here.
Follow the prompts to adjust your payment information and save changes.
Accessing Your Billing History
Want to review past invoices? Follow these steps:
Click on Billing History
View and download all your invoices in one place
With the Doctify Billing Portal, managing your account has never been easier. From updating payment details to downloading invoices, everything is streamlined—giving you full control and peace of mind.
Need assistance? We're here to help—just reach out through chat!