Articles in this category Billing & Payments Your subscription and payments can be managed from the My Account → Billing page. On the Billing page, you can manage your current subscription, track your usage, and view past invoices. Credit usage... Invoices To view any past invoices, head to My Account → Billing in the top navigation menu. Scroll down to see your last 12 months' billing history. Account Settings The ‘Account Settings’ section provides you with a centralized location to manage and customize your personal and security preferences within the CRM. Accessing your account settings You can access t... Practice Settings Practice Display Name Practice Display Name is the name of your financial practice as you want it to appear on documents and emails. It serves as your practice's formal identifier in all client-facing...