How to change the card or bank info for your Therasoft account monthly invoice.

How to change the card or bank info for your Therasoft account monthly invoice.

Steps to add or edit the payment method for therasoft billing.
  1. Go to the Setup menu
  2. Select Therasoft Billing
  3. Click the Card Details button
  4. Add/Edit your card or bank info
  5. Verify the status is Active
Other things you can do from the Terasoft Billing page:
  1. Manage your saved payment method
  2. Edit billing contact info (name, email, phone)
  3. View, Print or Pay current and past invoices
  4. Pre-pay for future invoices
  5. Add or review Change Requests for your account


For questions or concerns regarding your therasoft invoice please click here to contact our billing department.
    • Related Articles

    • Therasoft Basics

      Therasoft Basics PDF Attached Below... 1) Adding a Client 2) Registration Page 3) Scheduling 4) Calendar Buttons 5) Taking a payment 6) Progress Notes 7) Assessment 8) Treatment Plan 9) Billing
    • Therasoft Terms of Use & BAA

      Therasoft Terms of Use and BAA Therasoft BAA with Zoom
    • Email Payment Receipts to multiple emails

      Now you can send the payment receipt to multiple email addresses: Steps to add multiple Email IDs: - Go to the client's Registration page - Select the 'ADDRESS' Tab, and select the 'self address' tab - Add multiple email addresses in the email field ...
    • Therasoft Reference Guide

      ☐ The system is updated every weekend so it’s good practice to start the week by clearing out your history. Instructions are listed >>> here ☐ The LOG OUT button in the top right corner also helps to clear browser history when you exit Therasoft. 3. ...
    • customer needs to access Therasoft while out of country

      Please use: https://secure.therasoftonline.com/tms/Login.aspx or https://secure.therasoftonline.com/tms/Login.aspx to access Therasoft while traveling outside of the US. If you have any trouble please call our support line 888-435-8203 or send us an ...