Set up private pay

Global administrators create private-pay agreements from an account's Licenses → Private pay panel.

Enter the agreement

1. Open Admin → Access → Users, select the account, and open Licenses.
2. In Private pay, choose a Monthly package.
3. Enter Billing contact name and Billing contact email. The name initially uses the client's name; enter the intended recipient's details.
4. Enter Text-capable billing phone in international format, including + and the country code, such as +1 804 555 0100.
5. Review Billing time zone. It initially shows America/New_York; use a valid named time zone for this agreement, such as America/Chicago.
6. Select Set up private pay.
7. Read the resulting agreement, then Refresh as billing preparation proceeds.

Saving starts billing immediately; there is no separate confirmation dialog. CareMap prepares the customer and sends the first full-price invoice through Stripe. The first invoice is due 14 calendar days after its scheduled issue. The License starts only when payment is confirmed, not when you save the form.

Which Packages appear?

The picker includes active Packages with a positive monthly price. Yearly, zero-price, and archived Packages are excluded. An account cannot have two non-ended private-pay agreements for the same Package, so that Package is removed from the picker while its agreement remains open.

If no eligible Package is available, the setup form is absent. Review Packages and existing agreements. Organization membership is not a setup requirement; the selected account must be active.

The agreement captures the Package revision and monthly price at setup. Changing the Package's price later does not reprice this agreement. The panel does not let you edit the agreement's price, Package, or time zone afterward.

If setup fails or appears stuck

Read the visible error. Correct invalid contact details or a time-zone name before trying again. After an uncertain save, refresh and inspect the agreements before creating another one.

An existing active personal License for the same Package can prevent the new private-pay License from activating after payment. Review the account's Licenses and invoice recovery with the payments administrator; do not assume setup replaces an existing License.