--- title: "View/Pay Invoices" slug: "viewpay-invoices" updated: 2026-05-26T19:14:56Z published: 2026-05-26T19:14:56Z canonical: "docs.claim.md/viewpay-invoices" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.claim.md/llms.txt > Use this file to discover all available pages before exploring further. # View/Pay Invoices ## 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. ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1755526292957.png) - Open the **View/Pay Invoices** page from the left-hand navigation panel. ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1755530956228.png) ### ### Billing Email:![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1756822287357.png) Email Notification LimitationsAt this time, the new billing system supports only a **single email address** for invoice notifications. If you need to update the designated recipient, you can replace the existing email address at any time, but only **one address can be stored** for billing notices.NOTEOnly Administrative Users have the required access to perform this action. ### Invoice History - Review past invoices in the **Invoice History** section. - Click the **blue** button to see full details. ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1755529306117.png) ### Understanding Invoices ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1755527864501.png) - **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. ### Show Tax ID Show Tax IDUse the **Show Associated Tax ID** option to view the Tax IDs tied to your account. This option is available for accounts on Tax ID-based billing plans. - From the **View/Pay Invoices** page, go to the **Invoice History** section. - Click **Show Associated Tax ID** to display the Tax IDs associated with your account. ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1779822892174.png) ## Managing Payment Methods Click the **Manage Payment Methods** button in the upper-right corner to update your billing information. ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1755530327260.png) **On this page, you’ll find:** - Your **current subscription plan** - Your subscription **renewal date** ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1755530391530.png) - The **payment method on file** (credit card or bank account) **From this screen, you can also:** - **Add a new payment method** ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1755530437101.png) - Select either a *credit card* or *bank account* option ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1755530461129.png) - Enter the required payment details ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1755530499442.png)Credit Card Method ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1755530547701.png)Bank Account Method ### **Update or Remove a Payment Method** Click the **ellipses (⋮)** next to a saved payment method. ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1755530825880.png) 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** This section can be used to quickly confirm which payments have already been paid. ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1756485614486.png) ### Changing Your Service Plan Follow these directions to switch your Claim.MD service plan and choose when the change should take effect. **Step 1 — Open billing.** In the left navigation menu, go to *View/Pay Invoices*. **Step 2 — Start a plan change.** Click the button. **Step 3 — Choose a plan.** Select one of the available plans below. For a complete breakdown of what’s included in each plan, click [Full Pricing Details](https://www.claim.md/pricing). ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1757454261574.png) #### Unlimited Plan - Unlimited Claims - Unlimited ERA - 1,000 Eligibility (per month) - Alternate file formats [Full Pricing Details](https://www.claim.md/pricing) #### Small Volume Plan - 100 Claims, ERA, and Eligibility (per month) - Perfect for single doctor practices [Full Pricing Details](https://www.claim.md/pricing) #### Basic Plan - Pay only for what you use - Great for submitters with a small number of claims per tax ID [Full Pricing Details](https://www.claim.md/pricing) **Step 4 — Select when the change takes effect.** Pick one timing option:  Start at next billing cycle Your current plan continues until it renews, and the new plan begins on that renewal date.  Start immediately Your new plan begins today. Any usage on your current plan will be billed now. #### Immediate Change Notice - We will pro-rate the monthly service fee on your existing plan. - We will bill for all transaction-based usage under your previous plan up to this moment. - Your new plan’s billing cycle starts today. - Transaction-based usage on your new plan will be billed immediately. **Limit:** Accounts are eligible for one “immediate” plan change every 30 days. ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1757454306010.png) **Step 5 — Review and confirm.** Check your selection, then confirm the change. You’ll receive a confirmation on screen (and by email, if enabled). You can cancel before confirmation without making changes.**Need help?** If you’re unsure which plan is right for your organization, select *Full Pricing Details* for inclusions, limits, and examples, or contact Support before confirming. ## 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. ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1755531173880.png)