Invoicing is a critical aspect of managing your business finances and providing a professional experience for your clients. It allows you to provide an itemized list of goods and services rendered, including costs, quantities, and applicable taxes, while also facilitating the collection of payments through various supported methods.
In this article, we'll walk you through how to create an invoice and discuss the importance of invoicing for new clients.
Why Is Invoicing Important for New Clients?
Transparency of Charges: Invoicing provides transparency to your clients by clearly outlining the charges for the products or services they received. This helps build trust and confidence in your business, as clients can see exactly what they are being billed for.
Receipt of Services: Invoices serve as a receipt for the services provided. Clients can keep these records for their own bookkeeping purposes or for reimbursement if applicable.
Professionalism: Sending well-structured invoices demonstrates professionalism and organization. It shows that you value your clients and take your business seriously.
How to create Stripe Invoices for Fully Licensed Therapists
There are multiple ways to create an invoice in our system:
1. Log in to your Wellnite account
Navigate to wellnite.co
Access your Wellnite account using your login credentials.
2. Access the Digital Practice Tab
Once you're logged in, click on "Revenue" on the Navigation Menu and select "Digital Practice."
If you don't see the Digital Practice Tab, go to "Profile" and click on "settings" Then scroll to the bottom to find the "Troubleshoot" section and click on "Clear cache."
After clearing the cache, log back in to your account. You should now be able to see the Digital Practice tab. If you still can't find it, please reach out to us at [email protected] for further assistance.
3. Navigate to the Digital Practice Section and Sign up to Stripe
After Clicking on "Digital Practice" you will be taken to the digital practice settings page.
Look for the "Sign up to Stripe" button and click on it. This will redirect you to the Stripe dashboard for registration.
Method 1: From the Invoices Page
Log into your Stripe Dashboard.
Navigate to the Invoices page in the sidebar.
Click Create Invoice to open the invoice editor. Stripe will save your progress as a draft if you exit early.
Select an existing patient or click Add new customer to enter their information (name, email, etc.).
Add your services by selecting Add one-time item. Enter a description, quantity, and price—or choose Create new product if you’d like to reuse it later.
Use the item options (ellipsis menu) beside each line item for extras like currency, tax rates, coupons, or supply dates.
Use the Memo field to add notes—like session dates or reminders—for the client.
Choose how to deliver the invoice:
Automatically charge their saved payment method.
Send invoice or payment link manually.
Email invoice with link (includes online payment page + PDF).
Email invoice without link (PDF only).
Optionally, set a Schedule send, charge, or finalization date to automate delivery.
Click Review invoice, then Send to finalize.
Method 2: From the Customer (Patient) Profile
Go to Customers in the Dashboard sidebar.
Click on the specific patient you want to invoice.
Customizing Invoice Information
If you wish to customize the information displayed on your invoices, follow these steps:
Click on the "Settings" button (gear icon).
Navigate to "Billing" and select "Invoice Template."
Here, you can modify the information to be shown on your invoices.
To help you visualize and navigate better, we have prepared a tutorial alongside the guide to help with setting up your stripe account on the platform:
We also prepared a tutorial for creating invoices as well:
How to create Stripe Invoices for Associates
As an associate, you can now efficiently bill your out-of-pocket clients using this platform.
1. Log in to your Wellnite account
Navigate to wellnite.co
Access your Wellnite account using your login credentials.
2. Access the Digital Practice Tab
Once you're logged in, click on "Revenue" on the Navigation Menu and select "Digital Practice."
If you don't see the Digital Practice Tab, go to "Profile" and click on "settings" Then scroll to the bottom to find the "Troubleshoot" section and click on "Clear cache."
After clearing the cache, log back in to your account. You should now be able to see the Digital Practice tab. If you still can't find it, please reach out to us at [email protected] for further assistance.
3. Navigate to the Digital Practice Section and Sign up to Stripe
After Clicking on "Digital Practice" you will be taken to the digital practice settings page.
Look for the "Sign up to Stripe" button and click on it. This will redirect you to the Stripe dashboard for registration.
Step 1: Accessing Invoice Template
Once you are logged into Stripe, click on the gear icon located at the top of the page. This is the "Settings" button.
You will be redirected to the Settings page, where you'll find various options to customize your account.
Step 2: Configure Default Memo
On the Settings page, locate and click on "Invoice Template."
In the Invoice Template section, find the option called "Default Memo."
Step 3: Adding Supervisor Information
In the Default Memo field, add your supervisor's name and their license title following the format: "Supervisor: [Supervisor's Name], [Supervisor's License Title]."
For example, it should look like "Supervisor: Dr. John Doe, Licensed Psychologist."
Step 4: Verify Wellnite Clinical Supervisor
If you are unsure about the name and license title of your Wellnite clinical supervisor, please reach out to [email protected] for assistance. They will provide you with the necessary details.
To help you visualize and navigate better, we have prepared a video alongside the guide:
Why Adding Supervisor Information is Important
As an associate billing out-of-pocket clients, it's essential to include your supervisor's information in the invoice. This practice ensures transparency and establishes a professional connection between your clients and your supervisor. Clients may want to verify your credentials and expertise, and having your supervisor's details readily available on the invoice adds credibility to your services.
Note: Invoice Customization
Apart from adding your supervisor's information, you can further customize your invoices using various settings available on the Stripe platform. You can add your business logo, contact information, and other relevant details to enhance the professional appearance of your invoices.
If you encounter any issues during the process, feel free to reach out to our support team for assistance via chat, phone (415) 449-7796, or email us at [email protected]. Happy billing!