CopyDenial appeal
A draft appeal written in the payer's language.
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Billing wrap-up
Your Assistant checks the client side of billing and gives you the short version: what's overdue, what failed, what hasn't been invoiced yet, and what you can deal with next. Less time poking around Payments. More time getting paid for work you already did.
Ask your Assistant
Billing wrap-up: what clients still owe, every day
Give me today’s billing wrap-up. What do clients currently owe, what’s overdue or failed, is there any completed work I haven’t invoiced them for yet, and what should I deal with first?
See it work
Session prep is waiting on your Home screen before every session. One click opens the full brief in the Assistant.
1On Home, before the session
Good afternoon, Alex
Next session
AAlex in 10 minTue 2:00 PM · Session 14 · Virtual
A few billing loose ends need you
- $485 outstanding
- 1 failed charge
- 2 sessions not yet invoiced to clients
- $60 in unapplied credit
2In the Assistant, one click later
Upheal Assistant
Example
A few billing loose ends need you
Alex · Tue 2:00 PM · Session 14
Clients currently have $485 outstanding. The oldest balance is $180 and is 23 days overdue. One $120 card charge failed yesterday, and two completed sessions have not yet been invoiced to the client.
You also have a $60 client payment sitting as unapplied credit that could be used toward an open invoice.
Want me to apply the $60 credit to Dana’s open invoice?
Fictional example · No real client data.
How it works
It checks what clients owe
Your Assistant reviews open and overdue invoices, failed charges, uninvoiced sessions, card issues, and unapplied client credit.
It sorts out what matters first
Failed charges and overdue balances rise to the top, with the amount, how long it's been outstanding, and what needs attention.
You get a next step, not another dashboard
When there's something the Assistant can help resolve, it gives you one clear next action you can approve in chat.
Your most popular FAQs
When does Billing wrap-up run?
Once a day, on its own. It checks the client side of billing and gives you the short version. You can also ask for it whenever you want a current picture.
What does it check?
Open and overdue invoices, failed charges, sessions not yet invoiced, card issues and unapplied client credit. Failed charges and overdue balances come first, with the amount and how long each has been outstanding.
Does it charge clients or send anything on its own?
No. When there is something it can help resolve, it suggests one clear next action, such as sending an invoice or a reminder, and acts only after you approve it in chat.
How is this different from Outstanding balances?
Outstanding balances is a list you ask for. Billing wrap-up is a daily summary that also catches failed charges, uninvoiced sessions, card issues and unapplied credit, and suggests the next step.
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