Your invoice is now a complete picture of a client's financial relationship with you, not just a request for payment. Track what they owe, what they've paid, and what's outstanding, all without leaving your workspace.

Watch a walkthrough with Senior Clinical Product Lead Jeff Kashou:

What you can do now:

• Record any external payment: Log cash, check, Venmo, Zelle, or any other payment directly against a client's account, even without Stripe connected

• Apply partial payments: Take what a client can pay now and carry the rest forward without manually adjusting invoices

• Split a payment across invoices: One payment can cover multiple invoices at once, the way real-world billing often works

• See client balances at a glance: Unallocated payments and outstanding invoices are visible together, so you always know where a client stands

• Apply credits to open invoices: When a client has credit on their account, apply it directly to any unpaid invoice

• Generate receipts and refund confirmations: Clients get a clear record of every transaction, fewer follow-up emails

• Run client statements: Pull a full billing history for any client whenever you need it

Your AI Assistant knows billing now

Ask the Assistant to check a client's current balance, navigate you to their billing screen, or walk you through recording a payment. You confirm anything that moves money and the Assistant handles getting you there.

Group practice owner?

If you run a group practice, you can now create invoices, charge clients, and log payments on behalf of any provider in your practice. You can also generate superbills and statements for their clients, all from your own account.

What's coming next?

• Insurance billing: This update is the foundation for insurance billing support, coming soon

• Client billing in the portal: Clients will be able to view their invoices, payment history, and statements directly in their Upheal portal

• Credit card billing in the portal: Clients will be able to pay outstanding invoices on their own, on their schedule

Available on the Premium plan. Have a feature request or want to see what else is coming? Check out our roadmap →