You can accept and manage client payments as a private-pay practice in Upheal. Payments made by card are tracked automatically. Payments made in person, such as in cash or by check, can be tracked manually.
What should I know about invoicing with Upheal?
Setup
UphealOS: Payments are part of UphealOS. Learn more
Client profiles: In order for you to create an invoice for a client, the client needs to have an email address saved in Upheal and a session assigned to them.
Accepting online payments
Stripe
If you want to accept card payments via UphealOS and track transactions automatically, you'll need to set up a Stripe account. If you plan to process payments outside of Upheal, you don't need need to connect to Stripe. You can create and send invoices and manually track payments.
Stripe's processing fees
Stripe's processing fee per transaction is 2.9% of the amount charged to the client, plus $0.30. This applies only to payments made by card online.
How do I get started?
To start managing payments in UphealOS:
Go to Payments in the menu on the left
Click Set up payments
Click Add business details and enter your business information
If you want to accept payments online, you'll need to set up your Stripe account. Stripe is the secure service we use to manage online payments.
Then, you can learn to: