Managed Billing

Managed billing ensures all payments made by clients are processed using the team owner's Stripe/Square account.

This article explains how to enable managed billing for services, packages, programs, invoices, and payment plans. Managed billing settings will only be visible to you (the team owner) and cannot be adjusted by other team members.

Enabling Managed Billing

1) Go to your Settings & Preferences > Invoicing & Payment Settings page

2) Select Managed from the Billing mode picklist:

3) Optionally include a default invoice header to appear on all managed billing invoices (PDFs).

4) Click Save Changes

Enabling Managed Billing for Existing Products

You can enable managed billing for existing services, packages, and programs by clicking the Enable all button.

Enabling Managed Billing for Services, Packages, and Programs

You can enable/disable managed billing for a specific service by going to the Advanced Options tab. Select Managed from the Billing mode picklist:

Managed billing for packages and programs can be enabled/disabled from the package/program Advanced Options tab respectively.

Enabling Managed Billing for Invoices

Managed billing can be enabled/disabled under the Payment Options section:

The managed billing setting can only be adjusted when an invoice is in Draft status. The setting becomes read-only once the invoice is sent to the client or payment is attempted from your practitioner portal.

Enabling Managed Billing for Payment Plans

You can enable/disable managed billing by selecting Managed from the Billing mode picklist when creating/updating a payment plan.

Managed billing can be updated at any time after the payment plan is created and will be reflected when processing any upcoming installment payments.