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.

UphealOS

Payments are part of UphealOS. Learn more

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.

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.

First, in Upheal, 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: