Generating and sending invoices with Upvio is a straightforward process that helps practitioners manage payments and track finances efficiently. This guide walks you through creating, customizing, and sending invoices manually and automatically.
How to create invoices manually
Follow these steps to manually issue an invoice to your client and guide them through the payment process:
- Log in to your Upvio account.
- Go to Patient Record, select a client, and click on Billing. Enable billing for existing clients, as only newly added clients will have this feature automatically enabled.
- Click Create New Invoice, then add line items. Modify items or apply discounts as needed.
- Once ready, click Send Invoice to email it to the client.
Note: Sent invoices can’t be modified, but can be voided if necessary.
The payment status is automatically updated in both the Patient portal and your records.
How to create invoices automatically
Follow these steps to enable automatic invoicing for paid services in Upvio:
- Log in to your Upvio account.
- Go to Settings on the main dashboard, then select Client Billing under Admin Settings.
- Toggle Auto-Generated Booking Invoices to automatically generate an invoice whenever a paid service is booked. The invoice includes a single line item with the service name and amount.
- Optional: Enable Require Approval to keep bookings in a pending state until the invoice is paid.
- Add or confirm the client’s billing address when booking. After confirmation, an invoice will be emailed with a Pay Now button for quick payment via Stripe.
Note: You can access existing invoices in the Billing section of the Patient Portal.