Upheal

Accepting and managing payments from clients

Getting started with client payments

Connecting Stripe to Upheal so you can accept online card payments

Setting up a Stripe account

Creating invoices and charging clients

Setting default and special rates for services

Setting a price for services

Saving a client's credit or debit card for online payments

Adding a saved payment method for a client

Returning online payments and recording offline refunds

Refunding an invoice

Accessing your Stripe dashboard and setting payment due dates

Managing payments settings

Create and issue superbills for client insurance reimbursement

Generating a superbill

Where to find your 1099-K tax form

Adding credit to a client's account

Aviva Glassman

Kit Woodin

Client payments

Upheal web

Upheal app

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