Client payments are part of UphealOS.
To access payments settings, go to your Settings, and click Client payments in the menu.
Editing your business details
Your business details will appear on invoices and other payment documents sent to clients. To edit your business details:
In Settings, go to Client payments.
Or, on the main Payments page, click Settings.
Under Business details, click Edit details.
When you're done making changes, click Save.
Accessing your Stripe dashboard
To manage your Stripe account:
In Settings, go to Client payments.
Or, on the main Payments page, click Settings.
Under Online payments, click View dashboard to go to Stripe.
Set when invoices are considered overdue
You can set the timeframe within which invoices should be paid. After this time period, unpaid invoices will be marked as overdue in Upheal. The invoice payment window will be automatically applied and included in any invoicing emails your clients receive.
In Settings, go to Client payments.
Or, on the main Payments page, click Settings.
Beside Mark invoices as overdue, select a timeframe in the dropdown.
If an invoice remains unpaid past that timeframe, it will be marked as overdue.