💳 Log Payments from Outside Upheal in One Place

We're letting you log payments from outside Upheal without auto-emailing your client. If a client paid you via Venmo, check, Ivy Pay, or cash, you can record the payment, link it to the session, and the related invoice is marked paid automatically. No more clients getting an unexpected email about an invoice they already settled.

You can also optionally upload your own invoice PDF if you've already sent one outside Upheal, so all your records stay in one place. External payments count toward your totals, show up in payments analytics, and can be used to generate superbills, the same as anything Upheal processes.

This is especially useful if you're migrating from another system and want your full payment history in Upheal from day one, or if you handle some clients through Stripe and others through Venmo, Zelle, or check.