View/Pay Invoices

View/Pay Invoices

The View/Pay Invoices page allows organizations to review their invoices, update their recurring payment method, and make one-time payments to Claim.MD.

• Click on the View/Pay Invoices page in the left-hand navigation panel.

Current Account Balance

The Account Balance pane at the top of the screen displays the current balance due.

Invoice History

• The Invoice History section in the middle of the screen allows users to review past invoices.
• Click on any blue link (Date, Invoice #, New Charges, etc.) to view a detailed invoice for that billing period.

Understanding Invoices

• Balance Forward: Displays any unpaid balance from previous invoices.
• Transaction Fees: For plans with per-transaction charges, the number of processed claims and ERAs and their associated fees are displayed.
• Subscription Fee: Monthly or annual fees are itemized.
• Tax ID Fees: For applicable plans, additional fees based on Tax IDs are included.

View Payments/Charges Pending Invoice

Click the View Payments/Charges Pending Invoice link in the top right corner of the Invoice History section to generate a downloadable PDF statement.

Account Statement Details

Note that the Account Statement will display any charges that have yet to be paid and posted.

This can include both:

• Charges on past invoices that haven’t been paid or posted.
• Current fees (not yet invoiced) that remain unpaid.

Additional Invoice Details

• Show Associated Claims: Displays claims with transactional fees, such as faxed claim appeals and transmitted claims (for applicable plans).
• Show Associated Tax ID: Lists Tax IDs tied to the account (available for plans with Tax ID-based charges).

Update Recurring Payment Method

To update your recurring payment method, click the Update Recurring Payment Method link and enter your new payment details.

Make a Payment

Click the Make a Payment button to view the Current Balance Due and enter a one-time payment amount.

1. Enter the payment amount.
2. Click Select Payment Method.
3. Select your payment method (credit card or bank account) and review for accuracy.
4. Click Pay to complete the transaction.

Switching from Credit Card to ACH Payments

1. Submit an official request through the secure ticketing system.
2. Support will remove the current credit card information from your account.
3. Your account access will be temporarily suspended until a new payment method is added.
4. Upon logging in, a pop-up will prompt you to enter your ACH details before accessing your account.
5. Select Bank Account and enter the ACH information.