Client Invoicing

You don't have to be an accountant to manage your client payments in TherapyZen.  We make it as simple as possible to create invoices, accept payments and process credit cards.  

The Client Ledger

Creating an invoice

From the client ledger, just use the Create Invoice button to get started.

The invoice creation form

Your new invoice will auto-populate with any recent services that were performed for your client.  You can edit any part of your invoice before saving a final version for your client.

Accepting payments from your client

To pay an open invoice, just click the Accept Payment link to get started.

The accept payment form

Just enter the payment amount and payment method to reconcile your open invoice.  If you have connected your Stripe account, easily process credit card payments with just a couple clicks. It's that easy!

Printing invoices and superbills

Once an invoice has been paid, print a copy for your client.  You can also print a Superbill for insurance reimbursement from the Paid Invoices grid.

Deliver beautifully formatted invoices

Provide your clients with elegantly designed invoices that are easy to read and simple to understand.

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