Viewing billing requires the
billing read permission; making changes requires billing create or update, and adding or removing a discount requires full billing permission. If you can see the tab but the controls are unavailable, ask an administrator at your pharmacy to grant billing permissions in Store settings.Reviewing your subscription
The Overview sub-tab opens on a summary of the account.
Select View details on the Next invoice card to see the upcoming invoice itemized: each line with its amount, a Proration label on lines that come from a mid-period change, and the subtotal, discount, tax, total, and amount due.
The next invoice figure is an estimate. Metered items are billed on actual usage, so the final invoice can differ from the estimate shown mid-period.
Metered usage
Three kinds of usage are metered and appear on the invoice on top of your plans and add-ons:
Toll-free and international minutes are counted from the moment the call is answered until it ends, and rounded up to the next whole minute. A call that is never answered is not billed. A call that is both toll-free and international is counted against each meter.
Account alerts
Two banners can appear above the cards:- Payment past due — the most recent invoice couldn’t be collected. Select Pay now to open the hosted invoice page and settle the balance before service is interrupted.
- No payment method on file — the subscription is active but no payment method is saved. Add one to make further billing changes; until then, the subscription can only be canceled.
Changing plans and add-ons
Plan and add-on changes are made as a draft across all your locations at once, so you can review the full cost impact before anything is charged.1
Start editing
In the Locations section, begin editing the subscription. A draft bar appears at the top and a summary footer pins to the bottom of the page.
2
Configure each location
Set the plan for each location and switch its add-ons on or off. The footer tracks how many locations you’ve changed and the estimated recurring total as you go.
3
Review changes
Select Review changes to see a breakdown: what’s due today, credit for the plans you’re replacing, and the new recurring total.
4
Confirm
Confirm the change. Select Cancel at any point to discard the draft — nothing is charged until you confirm.
Upgrades take effect immediately and are prorated, so the difference is charged today. Downgrades are scheduled rather than applied at once — they take effect at your next renewal, and you keep the higher plan until then. When a change includes both, the review screen shows the immediate part and the deferred part separately, with the date the deferred part takes effect.
Scheduled changes
A scheduled change shows in a banner with the date it takes effect. You can cancel a scheduled change from that banner to keep your current configuration; the subscription then stays as it is.Canceling and reactivating
You can cancel the subscription from the subscription overview card. Cancellation is scheduled for the end of the current billing period rather than taking effect immediately, and the overview shows the date it ends. Before that date arrives, you can reactivate the subscription from the same card.Updating your payment method
The payment card shows whichever method is currently the default: a card with its brand, last four digits, and expiration; a bank account with its bank name, last four digits, and account type; or another method your account is set up with, such as Link, shown with the email address it’s attached to. If nothing is attached, the card reads No payment method on file. Select Update payment method on the payment card, then enter the new card details. The new card becomes the default for future invoices.Discounts
A discount takes a percentage off one product on the subscription. Each product can carry its own discount, so several can be active at the same time — one per product. Integration fees are never discounted. Select Manage on the payment card to open the discounts dialog. Active discounts lists what’s already applied; below it you build new ones:1
Choose the product
Pick the product the discount comes off. Products that already have a discount aren’t listed.
2
Set the percentage and duration
Enter the percent off, then choose how long it lasts: Once (the next invoice only), Repeating for a set number of months, or Forever. A discount that leaves the product permanently free is called out before you apply it.
3
Record why
Choose a reason — it becomes the discount’s name on the invoice, so the pharmacy sees it. Terms is for your own record of what was agreed and who approved it, and isn’t shown on the invoice. Terms are required when the reason is Other.
4
Add and apply
Select Add discount to stage it. Stage as many as you need, then apply them together.
Adding or removing a discount requires full billing permission. The controls are also unavailable while the account is past due or has no payment method on file.
Viewing invoices
The Invoices sub-tab lists your billing history, newest first, with the date, invoice number, status, and amount for each. Select the invoice link on a row to open the hosted invoice, where you can view or download the PDF and — for an unpaid invoice — pay it.Updating customer details
The Customer sub-tab holds the details that appear on your invoices: customer name, billing email, phone, and billing address. Update them here and save; changes apply to invoices issued from that point on.The billing email is where invoice and payment notifications are sent. Keep it pointed at a mailbox someone monitors — a past-due notice that nobody reads is the usual cause of an interrupted account.