Invoicing is part of client payments with UphealOS.
You can create invoices in Upheal and send them to your client automatically. Invoices include a statement of provided services and the cost of the services.
With Upheal's invoicing, you can:
Charge a client's card on file
Request an online payment
Send invoices as a request for or statement of offline payment
Creating an invoice
To create an invoice, and optionally charge your client online:
Go to Payments in the main menu, and click New invoice. Select a client, and choose a session.
Or, in the client's profile, go to the Payments tab, and click New invoice. Choose a session.
Or, on a session page, click Payment at the top.
Choose which services you provided, and set the price if the service doesn't have one already.
Select a payment method for the client.
For sending the invoice or charging your client, options vary based on which payment method you choose.
To charge a client's saved card online:
If your client has a card on file, select Card (online via Stripe). Then, click Charge client, and click Charge client's saved card. This charges the client and sends them a payment receipt.
To request that your client pay online themself:
If your client has no card on file, select Card (online via Stripe). Then, click Send invoice to request payment. The client receives an email with a link to pay online on their own.
If payment is handled outside of Upheal:
Select External card payment, Check payment, or Cash payment. Then, click Send invoice, and the client will receive their invoice via email.
Once your invoice is created, you'll see it in your list on the main Payments page, and in your client's profile in Payments.
When the invoice is paid:
If paid by card via Stripe, the invoice is marked paid automatically.
If paid by another method, click Mark as paid on the invoice.
What does my client see when I send an invoice?
Your client receives a simple email when you charge them or send an invoice.
If you charge your client online
If you charge a client's card on file, your client will receive a payment receipt, rather than an invoice.
Example of a payment receipt email:
Example of a payment receipt:
If you request payment online
If you request payment online, your client receives an invoice and a link to submit their payment online via Stripe:
If payment is handled offline
If your client paid or will pay offline or card outside of Stripe, your client receives an invoice including and issue date and due date:
Invoice example
