MedAssistant
Organization management

Billing and subscription

Upcoming invoice, past invoices, payment method, trial period and resubscribing.

Choose Billing in the sidebar (Manager role). The page has the Overview and Billing settings tabs and, if your account is eligible, Referrals.

Overview

  • Upcoming invoice: the period, then Recurring fixed costs (your plan), Roles (billed seats) and other charges, with the subtotal, discounts, taxes and total.
  • Invoices: your past invoices, with their period, amount and payment status. Download each one as a PDF or open it.
  • Payment Method: if none is saved, Add a payment method.

The cost depends on your plan and the number of seats per role. To change the number of seats, see Roles and seats.

Billing settings

Settings opens our payment provider's secure billing portal. There, you change your payment method and billing details, and find your invoices.

Trial period

  • The days left in your trial card, at the bottom of the sidebar, shows the time remaining. It disappears as soon as a payment method is saved.
  • The Overview shows Trial Period Active and what will be billed after the trial.
  • Add a payment method before the trial ends so your subscription continues without interruption. The secure page asks for your card and your billing address, which is used to calculate taxes. Without one, the subscription ends with the trial: see Resubscribe.

If access is blocked

MessageCauseWhat to do
Your trial period has endedThe trial ended without a payment methodThe manager chooses Set up payment
Subscription payment overdueThe last payment didn't go throughThe manager chooses Update payment
No active subscriptionThe subscription was cancelledThe manager chooses Resubscribe

Other members of the organization see a message asking them to contact their manager. Data isn't erased in the meantime: it follows the organization's retention periods.

Resubscribe

Resubscribe opens the payment page. Your plan is restored with one Professional seat, in your name; then add your team's seats in Organization › Roles.

Reduce or end your subscription

  • Reduce your costs: remove the seats you no longer need in Organization › Roles. The reduction takes effect at the next billing period.
  • End your subscription: write to us at [email protected]. We'll tell you the end date and what happens to your data.

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