In this guide, we will walk you through the process of charging your clients after creating an invoice in your digital practice.
Follow these steps to ensure a smooth billing process for your services.
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 Your Client's Profile
Share your digital practice link with potential clients. This is located in the wellnite.co dashboard under "Digital Practice."
When they register under your link, their information will appear under the "Customers" tab. This includes their name, email, and default payment method.
Step 2: Creating an Invoice
Locate the client's name under the "Customers" tab and click on it. This will take you to their profile.
Under "Actions," click on "Create Invoice."
Choose the item you want to charge for, such as a 45 Minutes Therapy Video Session. You can create custom items as needed.
Enter the price for the selected item. You can also set a due date for the payment.
For example, you can choose today's date, March 27th.
Step 3: Requesting Payment
After filling in the necessary details, you can request payment from the client. They will receive an email with the amount due and the payment page link.
The client's payment page will display the amount due and available payment methods. They can choose to pay manually or opt for auto-charge, which uses the payment method they provided during registration.
Step 4: Auto-Charging the Client
If you prefer to auto-charge the client, you can select this option during the invoice creation process.
Once the invoice is auto-charged, the payment will be processed using the client's registered payment method without any manual intervention.
Step 5: Tracking Payment Status
After creating and sending the invoice, you can monitor its status.
Until the invoice is paid, it will show as "Open."
Once the client makes the payment, the status will change to "Completed," indicating that the payment has been received.
Step 6: Reviewing Paid Invoices
If the invoice is paid, you will see "Paid" as the status.
At this point, the billing process for the specific item or service is complete.
To help you visualize and navigate better, we have prepared a video alongside the guide:
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!