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Billing in MySecurePractice

    1. If you use SecureMail or Standard Email, you’ll need to update your card directly in your MySecurePractice account. PBHS Support cannot make this update on your behalf.

      To do this, follow the steps below:
      1. Select the Update Profile option from your dashboard.
      2. Scroll down on the Account Profile tab, until you reach the Card Details section:
        Note: If you don't see the Card Details section, you do not have a card on file for this specific user.
      3. Select the Update Credit Card button
      4. A pop-up will allow you to enter your new Credit Card information, select the Update Credit Card button once all required fields are completed.
      5. You will see the black confirmation below once it is successfully saved!
      If your SecureMail or Standard Email account has been cancelled due to a payment failure, you will need to complete the following:
      1. Update your credit card on file in MySecurePractice.
      2. Repurchase your SecureMail or Standard Email Plan.
    2. For any products aside from SecureMail or Standard Email, you can update your card on file by emailing billing@revenuewell.com to request a DocuSign for either CC or ACH. A DocuSign will then be sent to you and must be completed to update your account.
  • You can access and email yourself a summary of your past invoices directly from your MySecurePractice account:
    1. Log in to MySecurePractice.
    2. From the dashboard, click Update Profile.
    3. Click the Messaging tab at the top.
    4. Click View Invoices on the right-hand side.
    5. A list will appear showing invoice details::
      • Invoice ID
      • Amount of each Transaction
      • Description
      • Date Charged.
    6. To email yourself a summary, click Email Summary.
      • A confirmation message will appear, and the summary will be sent to the email address you are logged in with.
      • Look for an email from: notify@mysecurepractice.com
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