Client Billing Portal
What clients can do in the Billing Portal:
- Pay Open Invoices (Session Fees): Pay for recent or upcoming sessions instantly.
- Download Receipts: Grab PDF invoices for their records.
- Update Cards: Swap out an expiring credit card to avoid any treatment pauses or interruptions.
- Auto-Pay: Enroll in automatic billing to save time each month.
Note: For security, the link will ask the client for their email address and send them a one-time passcode to log in—no password to remember!
Preview Billing Portal
Invoice Creation
- Invoices are automatically created and sent to the client when a note is generated.
- Notes are generated 24 hours BEFORE the Date of Service (DOS).
- The invoice due date is the DOS.
Payment Reminders
- Automatic reminders are sent:
- 7 days after the due date
- 15 days after the due date
- 30 days after the due date
Failed Card Payments
- The system automatically retries failed payments:
- Up to 8 attempts within a 2-week period
- Retry timing is optimized using Stripe’s machine learning
- This follows Stripe’s default recommendation for maximizing successful collections.
Marking an Invoice as Uncollectible
- This is a manual action in Stripe.
Key behaviors:
- Invoice status changes to Uncollectible (a final/terminal status).
- The client can no longer pay the invoice through the Billing Portal.
- The invoice can only be changed to:
- Paid (typically via manual/off-platform payment), or Void
- The invoice is recorded as bad debt for accounting purposes.