How do I change my card or billing details?
This is part of the Clinical Content System subscription. If your clinic isn't subscribed yet, you can see what the Clinical Content System includes.
Sound familiar?
"My card's expiring. How do I change it?" "We've changed banks." "Can you update our billing address?" "I need a different email on our invoices." You can do all of this yourself, in a couple of minutes.
What's happening
Your subscription is billed through Stripe, a secure payment company, and you manage it from your Settings in the Clinical Content System. One button opens your billing page, where you can change your card, update your billing details (name, email, address, phone and tax ID) and see or download your invoices.
Why it works this way
Your card details are held by Stripe, never by Co-Kinetic, so changes are made on Stripe's secure page. Only your clinic's billing contact (usually the person who signed up) can open it, so nobody else on your team can change how you pay.
What to do now
- Open your Settings in the Clinical Content System.
- Go to the Billing tab.
- Press Manage Billing. Your secure Stripe billing page opens.
- To change your card, add the new card and make it your default. To change your billing details, edit your name, email, address, phone or tax ID. Your next invoice uses the new details.
These steps are for subscriptions billed through Stripe, which is almost every clinic. If yours is billed another way, the Billing tab will say so: just ask us in the chat and we'll update it for you.
The question behind the question
"Will changing my card interrupt anything?" No. Your subscription, your content and your credits carry on exactly as before. The new card is simply used for your next payment.
The next question is usually...
- Where do I find my invoices and receipts?
- Is there a contract, and how do I cancel?
- How much content do I get, and what does each piece cost?
Still stuck? This usually means...
- You're told to ask your billing contact. Only the person set as billing contact can open the billing page. Ask them, or ask us in the chat if they've left and it needs to change.
- You can't see a Manage Billing button. Your subscription is billed another way. Ask us in the chat and we'll make the change for you.
- A payment has failed. Usually an expired card: update it as above and the payment is tried again.