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💳 Log Payments from Outside Upheal in One Place

Client Billing

We're letting you log payments from outside Upheal without auto-emailing your client. If a client paid you via Venmo, check, Ivy Pay, or cash, you can record the payment, link it to the session, and the related invoice is marked paid automatically. No more clients getting an unexpected email about an invoice they already settled.

You can also optionally upload your own invoice PDF if you've already sent one outside Upheal, so all your records stay in one place. External payments count toward your totals, show up in payments analytics, and can be used to generate superbills, the same as anything Upheal processes.


This is especially useful if you're migrating from another system and want your full payment history in Upheal from day one, or if you handle some clients through Stripe and others through Venmo, Zelle, or check.

Posted by Upheal Moderator ·
Status: Completed6 comments

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Comments6

  • Elizabeth Caine

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    May 7

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    Merged request

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    1 vote

    Marking Invoices as Paid while Creating the Invoice

    I use Ivy Pay instead of Stripe through UpHeal. I sent an invoice to a client and marked it as paid right away, but the email went through, indicating she hadn’t paid. She wrote back telling me it had been paid. I will have to warn all clients that this will happen every time, but it doesn’t make sense to do it this way. I want to be able to mark the invoice as paid when generating it, so clients receive a paid-in-full invoice instead of one that shows as unpaid when they have already paid. I also don’t want to have to email my clients every invoice. The only reason I generate them is to provide superbills.

  • Katerina Philbrick

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    May 7

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    Merged request

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    5 votes

    Invoice

    Would it be possible to have the option of not actually emailing the invoice to the client? Or better yet, just make it visible in their portal? I don’t actually bill anyone (they all pay by card which is processes right away), but I I can’t seem bypass sending it. I do put ‘paid’ in the note now, because it has caused confusion in the past. What they really just want is the superbill, but I have to send an invoice first. Thank you!

  • chananya abraham

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    May 7

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    Merged request

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    3 votes

    Multiple options for payment

    Some clients pay via cash, check, Zelle, ACH, or Venmo in billing. There should be multiple options that I (or the client) can use and be documented

  • Megan Strickland

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    Mar 26

    timeline?