This tutorial is one of Safe Doc customer portal tutorial series, made by xFanatical. This tutorial is for School Plan customers only. For School Plus Plan customers, please contact us.
You can purchase a Safe Doc annual license (a new license key) via one of the following methods, making a one-time purchase, subscribe or pay by a purchase order. Any member in the Safe Doc account can complete the purchase.
Looking for renewing your Safe Doc annual license instead? Please move on to this tutorial Renew Safe Doc Annual License.
Make One-Time Purchase via Credit Card
If you'd like to purchase a Safe Doc annual license without auto-renewal, follow the instructions below. When the annual license is about to expire, you would need to renew it again.
- Sign into Safe Doc Customer Portal.
- Go to Dashboard.
- Under the Trial license pane, click Purchase annual license. If your billing address is not provided, fill in the billing address first.
- In the Purchase annual license dialog, click One-time Payment. You'll be redirected to a checkout page hosted by our payment partner Stripe.
- In the checkout page, confirm the pricing on the left, enter the credit card information and click Pay.
- Upon a successful checkout, you can see a new annual license issued in the Dashboard. Safe Doc customer portal also emails you a new annual license key.
Subscribe to Auto Renewal via Credit Card (Recommended)
If you prefer the convenience of auto renewal, follow the steps.
- Sign into Safe Doc Customer Portal.
- Go to Dashboard.
- Under the Trial license pane, click Purchase annual license. If your billing address is not provided, fill in the billing address first.
- In the Purchase annual license dialog, click Subscribe. You'll be redirected to a checkout page hosted by our payment partner Stripe.
- In the checkout page, confirm the pricing on the left, enter the credit card information and click Subscribe.
- Upon a successful checkout, you can see a new annual license issued in the Dashboard. Safe Doc customer portal also emails you a new annual license key.
Pay by Purchase Order
If you choose to pay by a purchase order, there is an additional $149 Purchase Order Processing Fee in addition to the annual license fee. Our purchase order term is NET 30. Late payment would result in annual license suspension and service interruptions.
If your school cannot pay by credit cards, you can also pay us by a purchase order with a check. Follow the instructions to get a quote.
- Sign into Safe Doc Customer Portal.
- Go to Dashboard.
- Under the Trial license pane, click Purchase annual license. If your billing address is not provided, fill in the billing address first.
- In the Purchase annual license dialog, click Purchase order.
- If you never requested a quote from us before or the last quote was expired, then click Request quote.
- You will find a new quote with the total amount, quote number and created time. Click to download the quote.
- When you have the PO ready, you can either submit directly from the portal or email the PO to us, whichever is convenient for you or your team.
- To submit from the portal, click Upload purchase order. It opens the xFanatical Safe Doc Purchase Order Submission Form.
- In Upload Purchase Order PDF, upload your purchase order PDF file.
- In I agree with xFanatical Safe Doc's payment term NET 30, click I Agree.
- Click Submit.
- Email [email protected] with your purchase order.
- To submit from the portal, click Upload purchase order. It opens the xFanatical Safe Doc Purchase Order Submission Form.
- We will process your purchase order, issue you a new annual license key, and send you an invoice due in 30 days.
- Verify the new annual license in the Dashboard. Verify the new invoice in the Invoice History section of Dashboard. You also receive an annual license key email.
- Mail us a check within 30 days. Make payable to XFANATICAL INC and mail it to
8780 19th St, Ste 458, Rancho Cucamonga, CA 91701. Please note late payment would result in annual license suspension and service interruptions. We would remind you once before suspending the annual license. - After we receive your school's check, download a receipt in the Invoice History section of Dashboard.
Frequently Asked Questions
What To Do After Purchasing An Annual License?
Replace the trial license key with the new annual license key. Follow this Upgrade License tutorial.
Can I make a purchase after my trial expires?
Yes. You can complete a purchase before or after your trial expires. It's up to you.
Can I cancel my subscription after purchasing an annual license?
Absolutely! Read this tutorial to cancel your subscription.
How can our accounting department make the payment?
Invite your accountant to the Safe Doc customer portal to complete the payment. Safe Doc customer portal supports up to 5 members. Learn more about Invite Team Members to Safe Doc Customer Portal.