View/Pay Invoices

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View/Pay Invoices

The View/Pay Invoices page is your central hub for managing billing with Claim.MD. From here, you can review invoices, update recurring payment methods, and make one-time payments.

  • Open the View/Pay Invoices page from the left-hand navigation panel.

Invoice History

  • Review past invoices in the Invoice History section.
  • Click the blue button to see full details.

Understanding Invoices

  • Transaction Fees: Per-transaction charges for claims and ERAs, when applicable.
  • Subscription Fee: Your recurring monthly or annual subscription charge.
  • Tax ID Fees: Additional fees for plans billed per Tax ID, if applicable.

Additional Invoice Details

  • Show Associated Tax ID: View Tax IDs tied to your account (available for Tax ID-based plans).

Managing Payment Methods

Click the Manage Payment Methods button in the upper-right corner to update your billing information.

On this page, you’ll find:

  • Your current subscription plan
  • Your subscription renewal date
  • The payment method on file (credit card or bank account)

From this screen, you can also:

  • Add a new payment method
    • Select either a credit card or bank account option
    • Enter the required payment details
      Credit Card Method
      Bank Account Method
  • Update or Remove a Payment Method
    Click the ellipses (⋮) next to a saved payment method.

    From the menu, you can:
    • Set as Default – make it your primary subscription payment method.
    • Delete – remove the method from your account.
  • View invoice history – quickly confirm which payments have already been processed.

Canceling Your Account

  • You can also cancel your Claim.MD account from the View/Pay Invoices page.
  • Click the red Cancel Account button and follow the prompts to confirm.
    ⚠️ Important:
    Canceling your account is permanent and cannot be undone. Please make sure you wish to proceed before confirming.