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
    • Get Started

      Review Company Information Review Catalog of Services Scheduling your First Appointment Adding your First AI Assisted Progress Note Adding your First Assessment Adding your First Treatment Plan Processing your first client payment Submitting your ...
    • 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. ...
    • What happens to your records if you decide to close your practice or your Therasoft account?

      If I close my practice, whether due to retirement or death/incapacity, my records will need to be stored for at least 5 years There are two types of responsibility: 1. Record Retention 2. Custodian of Records. In the case of retirement, records ...