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 "Account" and select "Digital Practice."
If you don't see the Digital Practice Tab, go to "Profile" and scroll to the bottom to find "Troubleshoot" and "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 Revenue and Sign up to Stripe
Click on "Digital Practice" and then select "Revenue."
Look for the "Sign up to Stripe" button and click on it. This will redirect you to the Stripe dashboard for registration.
Method 1: Create Button
Once you are logged into Stripe, click on the "Create" button located at the top of the page.
Select "Invoice" from the drop-down menu. This will take you to the invoice creation page.
Look up the customer for whom you wish to create the invoice.
Add the products or services that you are charging for, including their quantities and costs.
Method 2: Payments Section
Navigate to the "Payments" section.
Click on "Create Payment" and then select "Invoice." You will be redirected to the invoice creation page.
Method 3: Customer Profile
Click on the "Customers" button.
Choose the customer for whom you want to create an invoice by clicking on their name.
In the customer's profile, under "Actions," click on "Create Invoice" to access the invoice creation page.
Method 4: Billing Tab
Go to the "Billing" tab.
Click on "Invoices" and select "Create an Invoice" to reach the invoice creation page.
Method 5: Shortcuts
Utilize time-saving shortcuts by pressing the letter "N" on the billing page to create a new invoice.
On the home page, you can use the "CI" shortcut to access the invoice creation page directly.
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 video alongside the guide:
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 "Account" and select "Digital Practice."
If you don't see the Digital Practice Tab, go to "Profile" and scroll to the bottom to find "Troubleshoot" and "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 Revenue and Sign up to Stripe
Click on "Digital Practice" and then select "Revenue."
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!