Billing & plans

What you will find in billing & plans

How Valian plans work, what each one includes, paying monthly, every 3 months or yearly, and how to read your invoice.

There are 11 guides in this topic, and together they take about 21 minutes to read. Each one is written for the person at the front desk rather than for an administrator, so it says what to click and what to expect rather than describing the feature in the abstract.

How Full System and Communications plans work

One monthly plan per location, sized to your appointments a month. Call minutes and texts are included, and the Full System includes insurance checks too. (1 minute read, beginner)

How plans work

Your plan is your monthly software fee. It sets how many checks your office can run every month. (2 minute read, beginner)

What a check costs: the price ladder

Each check is $2.50 or less when we find the insurance, and $0 when we can't find it. (3 minute read, beginner)

What happens at your limit

You get a heads-up at 80%. At 100%, checks stop until you move up or the next month starts. (2 minute read, beginner)

Moving up a plan

You pay the gap today and your new limit starts at once. Your payment date stays the same. (2 minute read, beginner)

Moving down a plan

It starts on your next payment date. There is no refund, and you can undo it before then. (2 minute read, beginner)

Yearly billing

Pay once for 12 months and save 20%. Your checks still start over every month. (2 minute read, beginner)

Reading your invoice

Two charges a month: one for your plan, and one for the checks you ran. (3 minute read, beginner)

Question about a charge

Tell us which charge looks wrong. A person on our team looks into it. (1 minute read, beginner)

How to cancel

You can cancel any time in Settings. No phone call needed. (2 minute read, beginner)

When a payment does not go through

Checks stop until your card is fixed. Update it yourself in Settings, no phone call needed. (1 minute read, beginner)