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How to manage Billing, Seats, Invoices, and Card Details

Article on managing all aspects of billing, seats, invoices and card details

⚠️ If your Practice Management Software provider manages your Parchment subscription, you won't be able to access the features on this page. Contact your provider directly to make any subscription changes.

Accessing the billing page

You'll need Owner or Admin permissions to access this page. If you don't have this role, reach out to your current Owner or Admin for assistance.

  1. Click here or go to Settings > Billing

Card Management

Adding a new card

  1. Scroll down to payment methods and click Add Card

  2. Enter your card details and click Add Card

  3. Your new card will be viewable under Payment Methods

Removing a card

  1. To remove a card click Remove next to the card you wish to remove
    Note: you will be unable to remove your default card.

Setting a new default payment method

  1. Your default card will display Default next to it. Click Set as default next to the card you wish to make your default payment card.

Adjusting Subscription Tiers Per User

Prescribing patterns vary—some users may write hundreds of scripts monthly, while others prescribe only occasionally. You can allocate seats individually to match each user's activity level, ensuring high-volume prescribers have the capacity they need while optimising costs for lower-volume users.

  1. Scroll to Provider Pricing Tiers and click Change Tier

  2. Select the tier you would like to adjust to and click Save Changes

How to apply a discount code

  1. To apply a coupon code, scroll to the Coupon Code section, enter the code, and click Apply. Your new price will be reflected on your total billing amount.

How to view invoices

  1. Scroll to the bottom of the page to Invoice History. Click the Download PDF Button to download a copy of your invoice.



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