We use Stripe for billing
we do not store your credit card information.
you should receive invoices directly from Stripe on a monthly basis
invoices are currently not stored inside your MyDocSafe account
you can update your credit card details stored in Stripe by going to Home/Settings/Account details
if your card is about to expire you should receive an appropriate notification from Stripe
If you want to bill your clients via MyDocSafe you can also use Stripe. To do that:
connect your Stripe account with us in Home/Settings/Charging Your Clients
configure your proposals or portal workflows to include Stripe payments
If you are on a monthly plan:
You should expect to receive 1 invoice per month. You may be charged for extras in a separate bill if:
you use any of our premium features (Qualified Electronic Signatures, SMSs, extra client users, Mail Merge)
If you are on an annual plan:
You should expect to receive 1 invoice per year. You may be charged for extras in a separate monthly bill if:
you use any of our premium features (Qualified Electronic Signatures, SMSs, extra client users, Mail Merge)
How do we count portal users:
any user invited to a portal or a quote/proposal counts as a client/portal user