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Send an invoice
Creating an invoice is not difficult. Neither is folding laundry. That does not mean you should spend your professional attention doing it manually every time.
Ask your Assistant
Create an invoice for this client's documented balance using the billing information already in Upheal. Show me the amount and line items first, then send it through the normal workflow once I approve it.
Create an invoice for this client's documented balance using the billing information already in Upheal. Show me the amount and line items first, then send it through the normal workflow once I approve it.
See it work
Upheal Assistant
Example
Send an invoice
Alex · Tue 2:00 PM · Session 14
Invoice draft:
Client: Alex
Balance due: $75
Services: Aug 14 and Aug 21
Due date: Oct 15
The invoice is ready for your review before sending.
Fictional example · No real client data.
How it works
You tell it who and what for
Choose the client, service, amount, and any payment details that belong on the invoice.
It creates the invoice
Billing information is pulled into the document without retyping the same fields.
You review, send, and track
Confirm the details, send it through the practice workflow, and keep the payment status visible.
Your most popular FAQs
What should a therapy invoice include?
Your practice name and contact details, the client's name, dates of service, a description of the service, the fee, payments received, the balance due, and how to pay. For clients who will seek reimbursement, add CPT and diagnosis codes and your NPI, which turns it into a superbill.
How do I create an invoice for therapy?
From your session and payment records: list the sessions in the period, apply any payments, and state the balance. Practice management software does this from the calendar and billing record so you are not retyping dates and fees.
What does the Send an invoice job do?
It creates the invoice for a client from their session and payment history in Upheal, sends it after you approve, and tracks whether it has been paid.
Does the invoice go out without me seeing it?
No. The Assistant creates it from the client's session and payment history and shows it to you. It is sent only after you approve, and then tracked until paid.
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