Billing & Payments

Billing built for modern practices.

Invoices, one-time payments, memberships, and subscriptions — collected automatically, with clear status on every transaction.

Included on every plan · Secure payments powered by Stripe

Patient viewing and paying a Riverside Wellness invoice on an iPad
3
subscription types — Platform, Plan, Custom
Any
billing frequency & start/stop dates
Stripe
secure payment processing
Real-time
payment & subscription status

Invoicing

Professional invoices in a few clicks.

Build and send digital invoices fast, and always know where each one stands.

  • Create & store product/service templates with preset pricing
  • Build invoices from saved items, then send them straight to patients
  • Take one-time or manual payments whenever you need to
  • Track status at a glance — Open, Paid, Void, Uncollectible
Riverside Wellnessinfo@riversidewellness.com
Invoice #1042
Issued Oct 5, 2026✓ Paid
Bill to
Jordan Lee
Payment
Visa •••• 4242
ItemQtyAmount
Initial consultationFrom saved templates1$150.00
12-week programDeposit1$99.00
Comprehensive lab panel1$120.00
Total paid$369.00
Open · Paid · Void · UncollectibleSend invoice

Subscriptions & memberships

Recurring revenue, your way.

Turn programs and memberships into predictable, automated income — on terms you control.

  • Platform, Plan, and Custom subscription types
  • Set a recurring amount and any billing frequency
  • Add a one-time down payment or a free trial
  • Bill on signup or a set day; end when cancelled, after N payments, or on a date
  • Start it two ways — email a payment link the patient activates, or take the first payment now on a card on file
  • Require cancellation notice — your terms are shown at signup and enforced automatically
PlatformPlanCustom
Create a custom subscription Bill for any product or service, on your terms

Product or service

📦 12-Week Metabolic Program

Recurring amount

$ 149.00

Frequency

Monthly ▾

Down payment

$ 99.00

Free trial (days)

7

Billing day

Bill on signup

End condition

Until cancelled
Create subscription
Start it your way
✉️Send to patientEmail a link to review the terms & enter payment
💳Take payment nowCharge a card on file — starts immediately

Every transaction, tracked

See and track every payment.

Browse and search every invoice, subscription, plan purchase, and visit payment — each with its current status.

  • Separate views for invoices, subscriptions, plan/program purchases & visit payments
  • Search, filter, and sort any list
  • Status on every item — Open/Paid/Void for invoices, Active/Pending/Cancelled for subscriptions
  • A full history of what each patient has been charged
InvoicesSubscriptionsPlan purchasesVisit payments
Product / serviceAmountStatus
Office visitEst. patient$99Open
Consultation$90Open
Consultation+1 more$150
5-session telemedicine package$499Open
Weekly coaching group$100Open

Automated monitoring

Payments that keep themselves on track.

🔄

Automated billing

Recurring charges run on their own — no manual invoicing each cycle.

🔁

Smart retries

Failed charges retry automatically, so you recover revenue without chasing it.

⚠

Decline handling

Declines are handled gracefully and surfaced before they become churn.

📊

Real-time status

Active, Past Due, or Cancelled — always current, with full payment history.

Part of the whole platform

Billing that’s connected to the care.

Payments in BodySite live in the same platform as your scheduling, charting, and the patient-engagement layer — so a booking, a program, or a membership flows straight into billing, with one clear financial picture.

See the all-in-one platform

Billing & payments FAQ

Can I send invoices to patients?

Yes — create digital invoices from saved product/service templates with preset pricing, send them straight to patients, and track status (Open, Paid, Void, Uncollectible).

Can I run memberships and subscriptions?

Yes — Platform, Plan, and Custom subscriptions, with any recurring amount and frequency, an optional down payment or free trial, and flexible billing days and end conditions.

Can I take one-time payments and store a card on file?

Yes — process one-time payments and keep a card on file to charge later or hold a booking, stored securely.

What happens when a payment fails?

Automated retries and smart decline handling keep revenue on track, with real-time subscription status — Active, Past Due, or Cancelled.

How does a patient start a subscription?

You choose how it begins: email the patient a link to review the terms and enter their own payment to activate, or take the first payment immediately on a card on file (or one you key in). Either way it starts on exactly the terms you set — amount, trial, down payment, billing day, and end condition — with a plain-language summary shown before it’s sent.

Can I require notice to cancel a subscription?

Yes — set a required cancellation-notice window and your own wording. Patients see it at signup and again when they go to cancel, along with your phone number. The next scheduled payment still runs, and BodySite holds the subscription open through your notice period and closes it automatically on the day it’s due — no cancellation math on your end.

Who processes the payments?

Payments are processed securely through Stripe, with standard Stripe processing rates.

Billing that runs itself.

Start a free 30-day trial — every plan includes invoicing, subscriptions, the patient app, and the full engagement layer.