Your plan, payment method, and invoices are all on one page.
- Incoming correspondence is unlimited on every plan. What changes between plans is how much you can send.
- The plans are Free, Standard, Plus, and Enterprise. The pricing page lists what each costs.
- Stripe, our payment provider, handles anything involving card details. Their page takes over while you’re on it, then you come back to Settings → Billing. Never put a full card number in a support message.
Steps
- Click your practice name at the bottom of the sidebar, then click Settings.
- Click Billing.
- To change plan, click Upgrade plan if you’re on Free or Adjust plan on any other plan, then choose a plan on the pricing page. Enterprise goes to an enquiry page instead of payment.
Under Payment, Add sets up a payment method (a card, Link or BECS Direct Debit) and Update replaces the one that’s there. Under Invoices, View opens a receipt to download or print.
When your plan is due to change at the end of the period you’ve paid for, for example after your saved cards are removed, the plan reads “Your current plan until 12 Nov 2026, when it changes to Free”. Click Keep and your plan name to cancel the change; you need a payment method saved first. Saving a card while you’re on Free or have a change coming opens a Card saved box, which offers the same choice or Choose a plan.
During setup, Select plan is step 4 of the 5 steps, and Book demo talks it through with us first instead. As your free sending trial ends, the emails Mediref sends contain a link that extends it in one click, opening a Trial Extended page with your new date.