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.