Invoicing & payments
Invoicing and payments, tied to the work you already do
Create an invoice straight from a session, take card payments through Stripe, and see exactly who has paid, without a separate billing app to reconcile.
Billing is where practices quietly lose money: to late invoices, manual receipts, and the time it takes to reconcile a payment app against your notes. Soap Notes ties billing to the sessions you already run, so invoicing happens as a by-product of the work instead of a separate chore at month-end.
How invoicing works
- 1
Invoice from the session
Generate an invoice directly from a booking or session, the client, date, and service are already filled in.
- 2
Take payment online
Clients pay securely by card through Stripe. No cash to handle, no manual receipts to write.
- 3
Track what's paid
See paid and pending invoices at a glance, and follow up on anything overdue in seconds.
- 4
Bill on repeat
For ongoing programs or packages, set up recurring billing so regular clients are charged automatically.
Why it helps
Get paid faster
Online card payments and instant invoicing shorten the gap between doing the work and getting paid for it.
Fewer billing errors
When invoices come from sessions, there's far less to re-key, so charges are accurate and nothing goes unbilled.
One place for money
Invoices, payments, and client records live together. No exporting, no separate billing app to reconcile.
A professional impression
Clean, professional invoices and a smooth payment experience make your practice feel buttoned-up.
Frequently asked questions
Start free, upgrade when you grow
Invoicing & Billing is part of one platform, notes, scheduling, invoicing, and a client portal together. Free for solo practitioners, no credit card required.