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YAPI Help Center

Billing Portal Dashboard

Once you log in, you'll see a quick snapshot of your current plan, your monthly cost, and links to update your account information if you need to. Click the links below to learn more about each screen.

Manage Subscription window with name of practice's Yapi plan and 4 links: Account Information, Billing & Shipping Addresses, Payment Methods, and Billing History.

Easy Navigation using the Dashboard

Clicking Account Information from the Billing Portal Dashboard allows you to update all of the Yapi Leap billing information for your practice. The email address entered on this screen is the one we use to send you a one-time password each time you log in.

Note

If you no longer have access to the email address on file, contact us External link.. We can update the billing portal so you can receive the one-time password needed to login.

Account Details window with spaces for the account holder information like name, contact information, practice name, practice management software, and practice website.

Billing Account Detials

Clicking Billing & Shipping Addresses from the Billing Portal Dashboard allows you to update the address associated with your Yapi account. Most people use their practice address (rather than the account holder's primary residence).

Just enter your changes and click Update:

Billing Details window showing fields for the account holder's name and address along with an Update button.

Billing Details Screen

Clicking Payment Methods from the Billing Portal Dashboard shows the information your practice uses to pay for your Yapi subscription. You can pay using your credit card or banking information and you can update your information here at any time.

Important

If you need to change your payment information because your credit card has expired and you’re seeing a red bar at the top of your Yapi Classic Dashboard, see our article Troubleshooting: Red Bar Across the Top of the Dashboard External link.. You may want to restart your Yapi Service once you update your card.

Add Payment Method window with Credit Card tab highlighted, showing fields for card number, expiration, C.V.V., and address and an Add button. Also shows 2 other tabs: PayPal and A.C.H.

Flexible Payment Method Options

Clicking Billing History from the Billing Portal Dashboard allows you to see previous payments and download any of your previous statements in PDF format:

Billing History window showing five past Yapi payments including the practice's Yapi plan, amount paid, links to download, and a Load More button.

Download Any Previous Statement