a. Contact OPIE Finance at 800.876.7740, option 5 (or ext 805) or by email at billing@opiesoftware.com
Additionally, reach out to your Customer Success representative, or email customersuccess@opiesoftware.com
b. You will be emailed a Forgot Password email with a link to setup your username and password information. Once setup, you’ll be able to login to MyAccount.

a. Login and Account Information
i. Update business profile information
ii. Update and manage addresses
iii. Add and manage credit cards on file
iv. Manage email preferences

b. Payment and Account History
i. View your account balance
ii. View invoices
iii. View your transaction history
iv. Print a statement on demand
v. Make a payment with a major credit card

c. OPIE Support Cases
i. Submit a support case
ii. Review support cases
d. Adding Items, Your Shopping Cart, and Checkout
i. Order Prac/Admin User licenses
ii. Order Technician User licenses
iii. Order Resident User licenses
iv. Order OPIE Branches – unique or same EIN
v. Order Futura User licenses
vi. Order Futura Branches – unique or same EIN
vii. Register for Virtual OPIE Webinars (as available)
viii. Register for In-Person OPIE Educational Events (as available)
e. Check in with us on our social media platforms to see what’s new

a. We currently accept major credit cards only. We do not currently accept bank accounts, EFTs, or ACH payments through this portal. If you wish to pay using your bank account information, please call OPIE Finance at 800.876.7740, option 5 (or ext 805).

a. After you login, you can add the items you want to add to your current agreement. Simply select the item, enter the quantity you’d like to add, and select Add to Cart. Then, proceed through checkout. OPIE will receive your order request and issue a final invoice to your account using your account’s pricing and payment terms. Please note that online orders are upfront license costs only, and the appropriate monthly fees will be added to your agreement for the remainder of your contract term.

a. No, sales tax will be added to your final invoice according to the regulations for your local jurisdiction.

a. Users and branches ordered online will be added to your agreement for the remainder of your contract period. For example, if you have 15 months left on your agreement and order 2 more users, your online order is for the 2 user licenses. The appropriate monthly increase will be added to your invoice for those 2 users for the remaining 15 months of your contract term.

a. No, you are committed to the number of users and/or branches for the length of your contract term.

a. OPIE grants licenses to technical users to use the Software under the “Technician” user account type. The number of licenses granted for technical users will not exceed one-half (1/2) the total number of Named Users as defined in the customer Agreement.
b. How is the technician ratio policy enforced?
i. Upon receipt of a new technician order request, the OPIE Order Management team will review the customer’s existing subscription, user counts and technician counts to make sure the additional technician licenses being requested are in compliance. If yes, the new technician license request will be processed. If no, the customer will be contacted by a member of the Customer Success team to discuss their options.

a. OPIE has a 2-3 day turnaround time to process and update orders. Please order new users and branches with adequate lead time for new hires and new locations.

a. Please reach out to your Customer Success Manager.

a. Our online store is fully PCI-compliant and accesses your financial information in a fully secure method.

a. Yes, you can update your phone number, address, billing email address, credit card(s) on file, and password. Please note that any address changes will update the main address on your account. If you want to provide an alternate credit card address, please update the billing address associated with the card.