How we bill

We use Stripe for billing

• we do not store your credit card information.

• you should receive invoices directly from Stripe on a monthly basis

• invoices are currently not stored inside your MyDocSafe account

• you can update your credit card details stored in Stripe by going to Home/Settings/Account details

• if your card is about to expire you should receive an appropriate notification from Stripe

If you want to bill your clients via MyDocSafe you can also use Stripe. To do that:

• connect your Stripe account with us in Home/Settings/Charging Your Clients

• configure your proposals or portal workflows to include Stripe payments

If you are on a monthly plan:

You should expect to receive 1 invoice per month. You may be charged for extras in a separate bill if:

• you use any of our premium features (Qualified Electronic Signatures, SMSs, extra client users, Mail Merge)

If you are on an annual plan:

You should expect to receive 1 invoice per year. You may be charged for extras in a separate monthly bill if:

• you use any of our premium features (Qualified Electronic Signatures, SMSs, extra client users, Mail Merge)

How do we count portal users:

• any user invited to a portal or a quote/proposal counts as a client/portal user