Understand your Dental Intelligence subscription details and update your payment method directly in the Engagement Settings Billing tab.
In order to access and update the payment method(s) in the Billing tab in Engagement Settings, you must be an Admin user with full permissions.
What's Inside
Subscription Plan
If you have questions about what Dental Intelligence modules that you currently have included in your subscription, just navigate to Settings > Billing.
The Subscription Plan section of the Billing tab shows the name of the module that is currently included in your subscription along with the following details:
Plan start and end date
Next billing date
Monthly plan cost
Payment Details
In the Payment Details section of the Billing tab, you can view the current payment method currently being billed for your subscription as well as add a new payment method if you ever wish to change the card on file.
To add a new payment method:
From the Billing tab in Engagement Settings, click the Add payment method button
Add the card details (card number, expiration, CVV)
Add the card billing details (name on card and full billing address)
When finished click Add
Note: the most recently added card will become the default payment method. A default payment method cannot be deleted. To update a default payment method enter a new payment card.
If you have a past due message on your account, it will disappear once the new payment method has been retried and processed successfully.
To edit the default payment method:
Click on the pencil icon next to the card number
Update the expiration date or CVV code, then click Save
If you need to make additional changes to the default payment method beyond the expiration date and CVV code, follow the steps to add a new payment method, then delete the outdated card.
To delete a payment method, click on the trashcan icon next to the card number, then click Delete.
Billing History
In the Billing History section of the Billing tab, you can view past payment dates, the amount billed, and the invoice status (paid or unpaid).
If your account is past due or the payment method on file has failed, upon logging in to Engagement you'll see a red banner across the top of your screen alerting you to update your payment method in the Billing tab of Engagement Settings.
