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Workspace and billing

Accessing Your Billing Portal

How workspace admins open Billing Portal, what it shows, and how Stripe stores card data.

Only workspace administrators can access billing settings.

  1. Click your profile icon in the bottom left sidebar
  2. Select Billing Portal from the menu

A valid mobile phone number is required for security when signing up for any plan, including the free tier. VoIP numbers are not accepted.

What you’ll find

Notices and messages

Important billing notifications appear at the top of the portal.

Current plan and available options

  • View your current subscription plan
  • Browse plans you can switch to
  • See what features each plan includes

See Plans and pricing for what each plan costs and includes.

Payment methods

  • View saved payment methods and your current default
  • Add or update payment methods

Payment information

Enter your complete billing address for your practice or organization. This appears on your invoices.

Invoice email settings

Invoices go to your account email by default. You can add additional addresses to receive copies.

Notes

  • All credit card information is stored and processed by Stripe.
  • When you upgrade or downgrade, billing is automatically prorated based on your usage.
  • Remaining credits and AriaMD spend are on Usage. Open Usage & credits in the same profile menu, or Settings → Usage. See Usage and credits.

If you can’t access the billing portal, confirm you have administrator privileges for your workspace. Open chat at help.nextvisit.ai for help with billing or subscription changes.

Did this help?

If something is still not working, the team is one email away.

Email hello@nextvisit.ai with the encounter ID, your workspace, and what you were trying to do. Real responses in hours, not days.

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