📣 Important Billing Information for Dash Facility Staff
This article is intended for Dash facility staff only. If you're looking for information about invoices you send to your customers or members, see the Invoice & Receipt Emails article instead.
Currently, only credit/debit cards and ACH are supported as payment methods for Dash software invoices. Other payment types are not supported at this time.
✍️ Note: Looking for how your customers save payment methods? Select the button below to read Managing Saved Payment Methods for Your Customers.
📝 Overview
When you first sign up with Dash, you can securely add your payment information directly within your account, eliminating the need to share billing details over the phone or through forms. This streamlined process enhances security, ensures compliance, and reduces manual handling, making subscription payments easier and safer.
🔑 Accessing the Billing Page
🆕 When You First Sign Up
First-time users to Dash will be prompted to enter billing information before gaining access to other areas of the software.
Click the arrow to learn who can access the Billing page
Click the arrow to learn who can access the Billing page
Users with "Company Account Settings" permissions can access the Billing page to enter or update payment details within the "Company Settings" page.
You can view and update your payment methods at any time.
💳 Accepted Payment Methods
Credit/Debit Cards (CC)
ACH (Bank Transfers)
➕ How to Add Your Payment Method
🔁 Automatic Redirect When Setting Up Your Account
After you reset your user password on a brand new account, you will be automatically redirected to the Billing section to complete setup.
Click the arrow to learn what happens after you reset your password
Click the arrow to learn what happens after you reset your password
From the "Billing Tab", click the "Add Payment Method" button.
Choose the Location(s) with your database that will use this payment method.
Agree to the "Terms of Service".
Enter your desired payment method (Credit Card or ACH).
A form will appear to fill out the appropriate details to set up your payment method. Be sure to fill out all "required fields".
Click the "Submit" button to save your changes.
Once saved, our billing department will process subscription payments, as well as payment for add-ons or integrations, using the provided information.
✏️ How to Update Your Payment Method
🔄 Change Billing Method
If your facility already pays subscription invoices by credit card or ACH, you can update your preferred billing method at any time.
Click the arrow to learn how to change your billing method
Click the arrow to learn how to change your billing method
Navigate to Company Settings > Billing.
To add a new payment method, click "Add Payment Method" and enter your Credit Card or ACH details.
To update an existing payment method (e.g., update an expiration date), click the pencil icon next to the current payment method.
Choose the Location(s) with your database that will use this payment method.
Agree to the "Terms of Service".
Enter your desired payment method (Credit Card or ACH).
A form will appear to fill out the appropriate details to set up your payment method. Be sure to fill out all "required fields".
Click the "Submit" button to save your changes.
📞 Questions About Your Subscription Billing?
If you have questions or issues related to your Dash subscription invoice or billing, use the support widget in your Dash account to contact our support team. They can help with billing inquiries and escalate to the billing team if needed.