BeforeMay docs
WorkpapersBilling

Check storage use

Find the practice's storage meter and see what happens when stored files exceed its allowance.

Source reviewed Product documentation

Open Billing → Plan & usage. The storage meter sits below the returns meter. It counts the practice's stored receipts and working papers against the plan allowance.

If the practice is over its allowance, the same page explains Storage over your allowance and the current charge based on average use. Read that figure there before changing the plan or payment method; it is a usage charge, not a block of storage to buy in advance.

If the page says storage usage could not be loaded, refresh it before relying on the meter. Owners and admins can use Payment methods to check the card on file.