Setting up your billing in Upvio is simple and straightforward. Follow these steps to get started with Client Billing.
Once you’ve completed these steps, you'll have full access to your client billing account in Upvio:
- Click on the Settings in your Upvio dashboard.
- Go to Client Billing and click Get Started. Choose your country from the dropdown menu.
- Once selected, this cannot be changed later.
- Click Get Started. On the next page, you will see the Onboarding Client Billing section.
- Connect your Stripe account.
- Verify personal information, and complete your profile with a product description, then click Continue.
- Follow the prompts to connect your bank account.
- For test accounts, this will be filled out automatically.
- Fill out the statement descriptor and click Continue.
- This information will appear on bills sent to your patients.
- Review your details, then click Agree and Submit.