💳 Client Billing in the Client Portal
We're adding a Billing section to the Client Portal so your clients can manage their payment cards, view invoices and superbills, and check payment status on their own, without needing to contact you.
Right now, if a client needs to update a card on file or find an old invoice, that usually means an email or a message to you, and then you handle it manually. With this update, clients will see a clear overview of their payment history, download billing documents directly, and add or update their cards through Stripe. Billing emails will also link straight into the portal instead of attaching PDFs, so everything lives in one place.
Less back-and-forth on payments, fewer failed transactions, and one less thing on your admin list.
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Comments10
Derek Rubinstein PsyD
Mar 20
For invoices, it would also be great to be able to batch send for a specified time period - e.g. the month. I have clients who pay monthly and prefer just one invoice with all sessions for the month. If this could be automated for specific clients, that would be a huge help, as this can eat up a lot of time and is quite repetitive. Thanks!!
Marion Bean Moreland
Jun 15
I’d really like a way to have a session bill automatically overnight.
Larisa Neskovic
Mar 31
I believe it would be helpful to have a way to put multiple sessions on one invoice, like a superbill, rather than having to issue individual invoices per session just to generate another superbill for the client to submit for insurance, limited to once a month. Maybe an option to annotate payment status (paid vs owed), since the superbills can only be created once the patient has paid. For example, my experience in hand-jamming my invoices for my patients previously often entailed putting multiple sessions on one invoice , with diagnosis, services rendered, date, and the patient could submit that invoice, with their proof of payment, to insurance for reimbursement.
Katerina Philbrick
Apr 29
es. Similarly, I have a client who pays by check at the end of the month. I’d like to give her a single bill for all her sessions that month.
Brian Jacobs LPC
Mar 19
•Merged request
•9 votes
Automated Superbills
Requesting ability to send superbills to clients automatically each month. Sending each superbill to each client via email is extremely time consuming and not best practices for privacy. This is an area where Upheal is really lagging behind competitors.
Katerina Philbrick
Mar 6
I would also love to be able to (manually) send invoices and superbills with selectable/custom time frames. Currently superbills can only be sent for one month at a time,but sometimes a bulk superbill is asked for by clients. I also love the suggestion of having an auto-send feature for both invoices andsuperbills.
Brian Jacobs LPC
Mar 16
•Merged request
•5 votes
Autopay
Requesting a feature to set clients to autopay so that sessions invoice and charge the card on file each day automatically, and to send superbills automatically each month. This is the biggest admin hurdle with Upheal’s system right now as compared to my previous EHR.
Tierney Hodge
Mar 16
•Merged request
•1 vote
Auto-invoicing
to occur at some point after sessions (options for immediately after, 3 hours after, at end of business day, etc) so I don’t have to individually create and send each invoice manually please!
Tamara McDowell
Sep 16
How long until this is available?
Upheal Moderator
Sep 17
@Tamara McDowell, this has already been available for quite some time.