Upheal

Accepting and managing payments from clients

Getting started with client payments

Connecting Stripe to Upheal so you can accept online card payments

Setting up a Stripe account

Creating invoices and charging clients

Setting default and special rates for services

Setting a price for services

Saving a client's credit or debit card for online payments

Adding a saved payment method for a client

Returning online payments and recording offline refunds

Refunding an invoice

Accessing your Stripe dashboard and setting payment due dates

Managing payments settings

Create and issue superbills for client insurance reimbursement

Generating a superbill

Where to find your 1099-K tax form

Adding credit to a client's account

Enroll with insurance payers and submit claims directly in Upheal

Insurance billing through Upheal (closed beta - not available to all users)

Aviva Glassman

Kit Woodin

Client payments

Upheal web

Upheal app

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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