You can manage your subscription plan, update your credit card information, and access your subscription receipts by navigating to Settings > Practice > Plan info.
In this guide, we’ll cover:
- Editing or canceling your subscription plan
- Updating your credit card information
- Viewing your SimplePractice receipts
Editing or canceling your subscription plan
To update or cancel your monthly subscription plan:
- Navigate to Settings > Practice > Plan info
- Click Change
If you want to cancel your account:
-
First, export your data to keep your client data after leaving SimplePractice
- Make sure you have your data export saved and accessible before you cancel your SimplePractice account
- Navigate to Settings > Practice > Plan info
- Click Cancel my account
Note: For additional information, see Canceling your account.
Updating your credit card information
To update the credit card on file for your SimplePractice subscription:
- Navigate to Settings > Practice > Plan info
- Click Update next to Payment method
- Update your credit card information
- Click Save
Note: SimplePractice accepts Visa, Mastercard, American Express, Discover, JCB, and Diner’s Club cards for subscription fees.
Viewing your SimplePractice receipts
To access your subscription receipts:
- Navigate to Settings > Practice > Plan info
- Scroll down and select SimplePractice receipts
- Click the eye icon to review an individual receipt
Receipts will be shown in groups of 10. To view more receipts, click Load more receipts.
Note: You can view receipts in your account up to a specific past date. To view older receipts, you can click Download.
Receipts display the details and description of what you were charged for. You can print or download a receipt by clicking the icons in the upper right corner.