Billing & Payments
Billing Settings
Billing settings are used to set up default settings and product/service details used for billing, insurance, online booking and online payments.
Invoice settings are used to apply default tax rates and currency to invoices. The products section allows you to define products or services that can be added to invoices, as well as services that can be made available for online booking.
If an invoice is submitted to our insurance clearinghouse (Claim.MD) for reimbursement, the products or services on the invoice will be submitted as charge items on the insurance claim. It is important to set a valid procedure code on each product/service so that the claim is not rejected.
Online Payments
You can enable your Consultationly account to accept online payments, facilitated by our online payment partner Stripe.
Complete Stripe onboarding by entering the required information in the Account section. Once complete, your account will be able to receive payments for online bookings, or you can take online payments directly from your clients in the billing screen.
You can see details of payments received in the Payments section, as well as scheduled Payouts to your nominated payout bank account.
Account & Plans
The billing and plans section contains details about your active plan and payment details, allowing account holders to change plans and add additional users.
The number of users on existing plans can be adjusted upwards or downwards, or the plan can be changed from yearly to monthly. Trial users will automatically be assigned a monthly plan with one user, free of charge for 30 days.
Users can view, edit, or add additional payment methods and set a default for billing purposes. The invoice panel shows upcoming and past invoices.
A subscription to Consultationly can be cancelled at any time by clicking Cancel Subscription. Once cancelled, you can still log in to Consultationly but will be prompted to activate a new subscription.
If a subscription expires due to a failed payment or no valid payment method on the account, you will be prompted to add a payment method in the Billing and Plans section.
Any billing or payment queries can be directed to info@consultationly.com.