Billing with faster invoices, product and services
Billing just got a lot faster
A cleaner invoice creator and one place to manage your products and services — with Custom Subscriptions on the way.
Billing isn’t why you got into wellness care, so we rebuilt it to get out of your way. Today we’re rolling out a faster invoice creator and a proper home for the products and services you charge for — two changes that quietly shave clicks off something you do all the time.
A quicker way to create an invoice
Creating an invoice now takes just a few clicks. Start typing to pull a product or service from your catalog, or add a new one on the spot without leaving the page. Set the quantity, adjust the price for this invoice if you need to, and watch the total, processing fees, and your payout update as you go.
- Preview exactly what your patient will see before anything goes out.
- Send the invoice straight to their email.
- Take payment now with a card on file, right while they’re in your office.
| To | Ryan Lewandowski (ryanlew93@live.com) |
| From | ABC Wellness |
| Memo | Ryan, thanks for meeting with me. We’ll see you soon on your next 5-Session Telemedicine visit! |
Your products and services, finally in one place
No more scrolling a long dropdown of one-off items you created months ago. Your products and services now live in a list you can actually manage — rename them, update prices, and clear out the ones you no longer use. And because it’s a single catalog, every change flows straight into your invoices.
This is the groundwork for something bigger. Custom Subscriptions are next: bill for anything on the schedule you choose — weekly, monthly, or your own cadence — with optional trials, an upfront deposit, and clear start and end dates. You’ll be able to send patients a signup link to enroll themselves and set your own cancellation policy. More on that soon.
Open Billing & Payments on any patient to create your first invoice the new way.