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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

Updated over a month ago

⚠️ You must have the appropriate security role (Owner or Admin) to manage Prescriber Seats

⚠️ If your Practice Management Software provider manages your Parchment subscription, you won't be able to access 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 Settings then the Billing tab

Adding or amending payment card

  1. Scroll down to payment methods and click Add Card

  2. Enter your card details and click Add Card

  3. Your card will now be displayed in the Payment Method Section

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

  3. The pricing and tier type will be viewable on the Provider Pricing Tier summary list.

How to apply a discount code

  1. To apply a coupon code, scroll to the Coupon Code section, enter the code, and click Apply

  2. You will receive a success message and your total will reflect the discount

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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