SecureMail: Receipts and Invoices

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Instructions below ONLY apply to SecureMail.

In this section we will go over the following:

SecureMail Purchase Receipt

  1. Once you purchase SecureMail (Paid Tier), you will receive an email receipt for this transaction.  *this email will go to the users email (who was logged in) and paid for this service. 
  2. When you purchase a SecureMail Paid Tier, you will receive an email receipt for each option purchased separately.

Examples Below:

SecureMail Monthly Purchase Receipt SecureMail Outlook Plugin Monthly Purchase Receipt
sm-stripe-monthly.png sm-outlook-stripe-monthly.png
SecureMail Annual Purchase Receipt SecureMail Outlook Plugin Annual Purchase Receipt
sm-stripe-yearly.png sm-outlook-stripe-yearly.png

Checking Your Invoice Online

You may easily check your SecureMail invoices via your MySecurePractice account.

  1. Once you login
  2. Select "Update Profile" from your Dashboard:
    Profile.png
  3. Select the "Messaging" tab towards the top
  4. Select the "View Invoices" button to your RIGHTinvoice1.png
  5. A window will appear containing a list of your SecureMail past invoices, including the below information:
    • Invoice ID
    • Amount of each Transaction
    • Description
    • Date Charged. 
  6. Additionally, you have the option to "Email Summary" of the invoices listed within this windowinvoice2.png
  7. If selected, this will email a copy of your summary (exactly the way it appears on the above page) to the user's email you are logged in as.
  8. Once you select "View Invoices", a confirmation will appear letting you know it was sent!invoice3.png
  9. You can now check your email, and should see an email notice from notify@mysecurepractice.com

    invoice4.png

 

If you have any questions about one of the items on the invoice, please contact us at (800) 840-5383.

 

 

 

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