Your Billing and Payment page is where you can see your subscription details, update the card on file, and view & download your invoices.
To find it, navigate to Settings (gear icon) on the bottom left and click Billing and Payment under Organisation.
What's on this page
Subscription
This block shows the details of your practice's XBert subscription.
Email Address - the billing email address your invoices are sent to.
Billing Start Date - the date your billing period runs from.
Plan Type - your practice's subscription and how often you are billed, for example Workflows (Monthly). This is the per-user side of your subscription, not an individual client's plan.
Payment - the card currently on file, shown as the card type and its last four digits, for example Visa ending in 5888. If you have not added a card yet, this reads None.
If your practice is still in its free trial, this block shows Free trial period and your trial end date instead.
Payment History
Shows the date of your Last Payment and the Amount Paid. This block only appears once you have been invoiced at least once.
What the buttons do
View Client Plan
This button takes you to your Client Plans page (Settings > Clients > Plans) only.
Update Payment
Click Update Payment to change the card XBert charges. This opens a secure page where you can enter new card details.
This button appears once you have a card on file.
View Invoices
Click View Invoices to open your full payment history, where you can view and download every invoice.
đ See: How To: View Your Invoices
Can I change my plan from this page?
No. There is nothing on the Billing and Payment page that changes a plan, and the View Client Plans button takes you to the Client Plans page.
1. Your practice subscription
The Plan Type shown below, for example Workflows (Monthly) - this is your per-user fee and cannot be edited from this page. To enquire about changing billing frequency, please contact support.
2. An individual client's plan
Client plans are managed from Settings > Clients > Plans.
From there you can:
Unlock a client file that has locked because a trial ended or it has not been paid for.
Move a client from Financial AI to Workflow AI
đ See: How To: Move a Client from Financial AI to Workflow AIDelete a client
What you cannot do is move a client between Financial AI plans. Once a client's accounting ledger is connected, XBert works out their plan (Micro through to Enterprise) from that client's activity volume.
đ See: Understanding XBert Pricing
Need help?
If you have any questions, our support team is here to help!
Reach out via the chat widget on the bottom left of your XBert screen (Help), or email us at support@xbert.io