Therasee's payment system simplifies managing billing and payments from clients. Follow these steps to review your billing settings and create invoices automatically or manually.

Before creating invoices, it’s essential to review and configure your billing settings.

1. Navigate to Billing Settings:

- Go to Settings > Practice Settings > Billing.

2. Online Payments:

- Connect your Stripe account to receive payments directly to your bank account. Clients can only pay online if Stripe is connected. For more information, refer to this help article.

3. Billing Address:

- This address will be displayed on the invoice.

4. Invoice Settings:

- Define default settings such as the title, note, and due date of invoices. These can be changed manually when creating invoices.

5. Invoice Generation:

- Decide whether to generate invoices automatically when scheduling an appointment or manually.

To automate your invoicing process, set the invoice generation to automatic in the billing settings.

1. Schedule an Appointment:

- When you schedule an appointment, an invoice will be generated automatically based on the appointment details.

2. Automatic Email/SMS Notification:

- To send an email/SMS automatically when you schedule an appointment and have the automatic invoice generation switched on, Go to Settings > Practice Settings > Notifications and locate the section "Automatic invoice notifications". Select the mode that you want to send the invoice and click "Save changes".

Therasee also allows you to create invoices manually, giving you greater control. There are three ways to create an invoice manually:

1. From a Scheduled Appointment:

- Click on the scheduled appointment in the calendar to open the appointment details pop up. Click "Create invoice" in the pop up.

2. From the Billing Page:

- Navigate to "Billing" from the sidebar and click the "Create invoice" button at the top right.

3. From the Client Profile:

- Go to the client's profile, select "Billing" from the tabs, and click the "Create invoice" button.

After clicking "Create invoice," a screen similar to the following will appear asking for invoice details. Fill in the necessary information, including selecting the client that you are creating the invoice for from the dropdown, the note field, which will appear at the bottom of the invoice. You can add multiple lines which means you can invoice multiple sessions at once if needed.

Invoice reminders

Click on the bell icon to set invoice reminders. By default, reminders follow your practice settings, but you can customise them as needed in the pop-up. Once you’ve set the reminders, click ‘Add reminder’ to save and close the pop-up

Once it's ready click "Create invoice" button which will create the invoice and add it to the client's profile. If you want to directly share it with the client click "Share" button.

You can view generated invoices in two ways:

1. From the Appointment Modal:

- If the invoice is associated with an appointment, click on the appointment in the calendar and open the appointment details modal. The generated invoice will be attached. Click on the invoice name to open it.

2. From the Billing Tab:

- Click on the Billing tab from the sidebar to see all generated invoices listed in a table. Click on the invoice name to open it.

To share an invoice with a client, open the invoice from any of the locations mentioned above to view the preview.

1. Open Invoice:

- Click on the invoice name to view the invoice preview.

2. Share the Invoice:

- Click on "Share" button in the top right corner. A pop up will open. You can choose to send it via email or SMS or both. Fill in the subject and the body. Then click "Send" to share the invoice via the method that you selected. The invoice will be sent as an email attachment.

By following these steps, you can effectively manage your billing and payments with Therasee, ensuring a smooth and efficient process for both you and your clients.