Are you looking to review your past invoices and payments for your Jane Subscription? Do you need to update your credit card? Have you hired a new therapist and need to update your subscription to account for your new addition? Let’s review how to manage that!
How to find the billing history/invoices
To view and download your monthly invoices for Jane, just head over to the Settings > Jane Subscription area in your account.
From there, you’ll want to look for the Billing History tab where you will be able to download individual invoices as well as generate an overall account statement.
Being that the Jane Subscription tab will only be visible when logged in as the account owner profile, we understand that sometimes you may need to forward a copy of your statement for your financial reporting. This can be done by clicking the statement tab in the top right-hand corner.
Once the page is loaded you will have the ability to scroll to the bottom of the page and select PDF tab on the bottom left-hand side.
How to Update the Credit Card
Within your account, you will always have the ability to update or change your credit card on file. This can be done by selecting Settings>Jane Subscription.
Once within your account area, you will then select Update Credit card tab in the header, enter the information & always remember to hit that Update credit card to save the information.
If by chance you have multiple cards on file and you are ever presented with the notification below,
Rest assured that you can simply reach out to us (firstname.lastname@example.org or give us a call at +1 844-310-JANE (5263)) and we would be pleased to have that adjusted on your behalf.
How to Update Licenses (when staff leave or join the practice)
We understand that life is busy and always changing, this is why you will always have the flexibility to manage the number of licenses within your account.
Let’s have a peek at how this is done, click on Settings > Jane Subscription area in your account.
Once within your accounts page you will scroll to the bottom of the page and select the Change subscription tab.
It is here that you will be able to click on the dropdown arrow beside the number of licenses that you are currently subscribed to and either increase or decrease as needed.
Keep in mind that once adjusted you will want to ensure that you click on the Select tab below the plan that you have changed and Jane will take care of the rest :)
Great job on mastering your My Accounts page!