Billing & plans

Organization → Settings → Billing is where you pick a plan, see your invoices, and manage how you pay.

The five billing tabs

Billing is split into five tabs. Whichever one you're on, a banner across the top shows your trial or past-due status.

Plan tiers

MediSync offers three baseline plans and a free trial. The feature matrix varies; the most up-to-date list is in the Change plan dialog in-app. Here's the broad shape:

Each plan is billed monthly or yearly. Yearly billing saves around 15 % and is a single invoice per year.

Free-trial organization limit

You can have at most 2 organizations on a free trial at the same time. This only applies to trials — organizations on a paid plan don't count toward the limit, so it's really a cap on how many trials you can run at once, not on how many clinics you can own.

If you try to create a third trial organization, MediSync blocks it and shows the limit on the Create organization screen. To start a new one:

• Upgrade one of your existing trial organizations to a paid plan (frees a slot immediately), or
• Archive a trial organization you no longer need from Organization → Settings.

Usage & limits

Organization → Administration → Usage & limits shows two things, for clinic admins and owners only:

• This period — how much your organization has used each metered module so far in the current billing period (e.g. SMS messages sent), what your plan includes, and the module's cap with where that cap comes from: your plan, or a limit set specifically for your organization. A module with no cap shows No limit.
• Limits — your lifetime entity limits (clients, staff members, branches, and the rest), each shown against its cap, or No limit if none is set. File storage is shown as a size (for example, 5.00 GB of 10.00 GB); everything else is a count.

Limits come from your plan: each plan tier includes its own set of lifetime limits, and every organization on that plan gets them automatically — you don't need anyone to set them up for you, and they take effect the moment you're on the plan, not just when you first subscribe to it. If MediSync sets a limit for your organization specifically (rather than as part of your plan), that shows the same way and simply takes priority over the plan's number.

Reaching a limit only blocks adding more — it never removes or disables anything you already have. If your clinic is over a limit (for example, after a downgrade), your existing clients, staff, pages, or posts stay exactly as they are; you just can't add another one of that kind until you're back under the limit or you upgrade. Freeing up room — for example, archiving a client or removing a staff member — brings you back under the limit right away.

This page is read-only — it shows what's configured, it doesn't let you change it. If you're approaching a limit and need it raised, contact support or upgrade your plan.

Choose or change a plan

1. Open Organization → Settings → Billing → Overview.
2. On the Current cost card, click Change plan.
3. Each plan is a card. Plans you can upgrade to show a Choose button; plans below your current tier show a Downgrade button.
4. Click the button for your target plan, and the confirmation shows:
   • The new monthly/yearly price.
   • Any pro-rated charge or credit for the current period.
   • When the change takes effect (immediately for upgrades, at the end of the current period for downgrades).
5. Add a card on the Payment tab first if you don't have one on file, then click Confirm.

Add-ons

Some modules are paid add-ons, priced per month. Enabling an add-on charges a pro-rated amount for the rest of the current period and then includes it on each renewal — it shows up in the Upcoming charge card on the Overview tab as soon as it's on.

Disabling an add-on takes effect at the end of the current period — you keep access until then.

Invoices

The Invoices tab lists every invoice MediSync has issued. For each one:

• Status — paid, open, past due, refunded.
• Download PDF — stamped invoice for your accountant.
• Retry payment — only on past-due invoices; re-tries the card on file.

Payment methods

Add, replace, or remove cards on the Payment tab. Only clinic admins can see it.

Cards are processed by whichever payment provider is resolved for your organization's country (Stripe in most countries; Kashier for Egypt) — the card lists this next to the section title. If your organization is in Egypt, see Payments in Egypt (Kashier) for the Kashier-specific walkthrough.

Credits and coupons

The Credits tab is where money comes back to you:

• Redeem a coupon — apply a promo code at any time. The discount becomes a credit that your next invoice picks up automatically.
• Credit requests — ask for a credit on a specific invoice and say why. A MediSync admin reviews it and, if approved, books the credit to your account.
• Credit & adjustment history — every credit, write-off, and one-off charge that's been booked against you.

Spend alerts and automatic billing

Both switches live on the Preferences tab:

• Budget warning — email every owner once the projected spend for the current period reaches an amount you set. It's a heads-up only; nothing is paused or cut off.
• Automatic billing — charge your default card as soon as an invoice is issued. With it off, you pay each invoice yourself from the Invoices tab.

Suspended accounts

If payment fails three times, MediSync automatically suspends the organization. Staff can't sign in until the outstanding invoice is paid. Pay the invoice and reactivation happens within a minute.

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In-app help: admin_billing_current_cost, admin_billing_plan_selection, admin_billing_plan_tier, admin_billing_interval, admin_billing_addon_modules.