With UphealOS, handling client payments is flexible. You can create and manage invoices in Upheal, giving you one place to track billing (insurance and self-pay) without juggling spreadsheets or multiple tools. This is especially helpful for tracking payments if you collect them using:

• Other platforms like Headway, Alma, or Grow

• Cash, checks, or external card processors

Even if payments happen outside of Upheal, you can still:

• Send invoices

• Record payments

• Keep everything organized in one place

You can also send invoices:

• Before the first session

• Anytime it fits how you structure your services

Payment processing

If you want to accept online payments directly in Upheal, you can connect Stripe at any time. With Stripe connected, you can:

• Charge clients and process payments securely

• Accept card payments with low fees (2.9% + $0.30)

• Automatically generate superbills for clients

Everything stays connected to your invoices, so payments, records, and documentation remain in one place.