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.
Billing Email:
Add one or more recipient emails for the invoice; use a semicolon (;) between addresses.Enter the email address(es) to receive the invoice. Separate multiple addresses with a semicolon (;). Then click .
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
- Select either a credit card or bank account option
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
This section can be used to quickly confirm which payments have already been paid.
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.
Unlimited Plan
- Unlimited Claims
- Unlimited ERA
- 1,000 Eligibility (per month)
- Alternate file formats
Small Volume Plan
- 100 Claims, ERA, and Eligibility (per month)
- Perfect for single doctor practices
Basic Plan
- Pay only for what you use
- Great for submitters with a small number of claims per tax ID
Step 4 — Select when the change takes effect. Pick one timing option:
Your current plan continues until it renews, and the new plan begins on that renewal date.
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.
Step 5 — Review and confirm. Check your selection, then confirm the change. You’ll receive a confirmation on screen (and by email, if enabled).
Canceling Your Account
- You can also cancel your Claim.MD account from the View/Pay Invoices page.
- Click the red Cancel Accountbutton 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.
