Billing & payments

Managing client payments

• Getting started with client billing
• Navigating client payments
• Managing unallocated client payments
• Appointment level billing changes
• Refunding a client
• Sending payment links

Online payments

• Getting started with online payments
• Getting started with AutoPay
• Processing online payments
• Keeping track of your payouts
• Online payments payout FAQs
• Managing disputed charges

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Billing documents

• Understanding invoices, statements, and superbills
• Creating invoices
• Using Simple Invoicing
• Adding sales tax and processing fees to invoices
• Creating superbills
• Creating statements

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Best practices and workflows for client billing

• Setting up automations for billing documents
• Charging a client in advance
• Reviewing a client's billing summary
• Reviewing an appointment's billing history
• Reviewing billing activity and transaction history
• Best practices for time-of-session billing

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