etting up your billing in Upvio is simple and straightforward. Follow these steps to get started with Client Billing and connect your Stripe account.
Step-by-Step Guide:
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Access Settings:
•Click on the Settings option in your Upvio dashboard. -
Navigate to Client Billing:
•Go to Client Billing and click Get Started.
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Select Your Country:
•Choose your country from the dropdown menu.
•Note: Once selected, this cannot be changed later.
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Begin Onboarding:
•Click Get Started.
•On the next page, you will see the Onboarding Client Billing section. -
Connect Your Stripe Account:
•Enter your phone number and email address, then click Continue.
•Verify your phone number with the code sent to you.
•Fill in your basic business information.
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Verify Personal Information:
•Provide personal details like your name, email address, date of birth, and address.
•Select your industry and complete your profile with a product description.
•Click Continue.
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Connect Your Bank Account:
•Follow the prompts to connect your bank account. (For test accounts, this will be filled out automatically.)
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Fill Out the Statement Descriptor:
•This information will appear on bills sent to your patients.
•Enter your phone number and click Continue.
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Review and Submit:
•Review your details.
•Click Agree and Submit.
Conclusion: Once you’ve completed these steps, you'll have full access to your Client Billing account in Upvio. Happy billing!