Sending Payment Requests
When a session is completed but hasn’t been paid, you can send the client a payment request — a link they click to pay online through Stripe. You can also record manual payments (cash, bank transfer) without using Stripe at all.
Finding Unpaid Sessions
Go to Payments → Unpaid Sessions in the left sidebar.
You’ll see a list of all completed sessions that haven’t been paid yet, showing:
- Client name
- Session date and time
- Session type
- Duration
[Screenshot: Unpaid sessions list with columns for client, date, and session details]
You can also set a session’s status to Unpaid directly from the calendar appointment details — useful right after a session ends.
Creating a Payment Request
Select the Session(s)
On the Unpaid Sessions page, check the box next to one or more sessions for the same client.
You can group multiple sessions into a single payment request — useful if a client owes for several sessions at once.
[Screenshot: Unpaid sessions list with checkboxes and a client’s sessions selected]
Click "Create Payment Request"
Click the Create Payment Request button. You’ll be taken to a payment summary page.
Review the Payment Details
On this page you’ll see:
- Client name and the sessions included
- Calculated total — automatically calculated based on your session rates
- Override amount — optionally enter a different amount if needed
- Currency — the currency for this payment
- Generate invoice — toggle this on to attach a PDF invoice to the payment
- Mark as manually paid — toggle this if the client will pay outside of Stripe (cash, bank transfer, etc.)
[Screenshot: Payment request creation page with amount, currency, and options]
Send or Record the Payment
If using Stripe:
Click Create Payment Request. A payment link is generated and the client receives it. Once they pay, the session status updates automatically.
If manually paid:
Turn on Mark as manually paid and click Confirm. The session is recorded as paid without sending any link.
Resending a Payment Request
If a client hasn’t paid yet, you can resend the payment link from the Unpaid Sessions page:
- Find the session in the list
- Click the Resend button next to it
- The client receives the payment link again
Stripe Integration
To accept online payments, your Stripe account must be connected:
- Go to Settings → General
- Look for the Stripe section
- Click Connect Stripe and follow the prompts to link your Stripe account
If Stripe is not connected, you’ll see a notice on the payment request page. You can still record manual payments without Stripe.
Tips
- Group sessions per client — you can only create one payment request per client at a time, but it can include multiple sessions
- Override the amount when needed — for discounts, sliding scale fees, or adjustments
- Use invoices for formal billing — especially useful for clients submitting to insurance
- Mark manual payments promptly — keeping records up to date avoids confusion later