You’ll never have to guess which sessions have been paid for and which are still pending. TheraSoar gives you a centralized view of all your billing activity. Each session displays a clear payment status, and once a payment is received, you or your admin team can easily upload the payment evidence to mark it as complete. The session’s status will automatically update to "Paid."
Generate professional invoices instantly from the calendar, with no need to switch tools. Include client info, payment terms, session details, and even convert estimates into invoices. Create online invoices for both one-time and recurring sessions to maintain consistency and reduce billing errors.
Each client added to TheraSoar gets their own secure portal. Through this portal, they can upload payment receipts, check past transactions, and see upcoming payment dues. This keeps both you and your clients aligned, reduces miscommunication, and ensures everyone is on the same page.
If you’re part of a clinic or organization, you can assign billing responsibilities to administrative or finance staff. They’ll be able to upload evidence of payment, manage invoices, and update payment statuses—all based on the roles and permissions you assign.
Let your clients request or book sessions directly through your secure Client Portal. No more endless back-and-forth messages. You stay in control with real-time approvals and customizable intake workflows.
Go to the Calendar or Sessions page where your upcoming and past appointments are listed. For each session, you’ll see the Payment status and the option to Add Payment once the session has taken place.
Click on Add Payment and input the payment amount and method (cash, via bank transfer, or credit card). Once confirmed, the status will change to Paid.
For every session, an invoice is generated. The invoice will include session details and payment status. You can email the invoice directly to the client from TheraSoar or download it for offline use.
For financial reporting, TheraSoar allows you to export payment records.You can filter the data by date range, therapist, and payment status to gain a better understanding of your financial health.
Clients can pay directly through their personal Client Portal. They can upload payment receipts or choose from the accepted payment methods to settle their invoices.
Yes, you can assign billing responsibilities to your administrative or finance team by assigning them the Finance role. They will have access to payment uploads, invoice management, and status updates.
You can easily export your billing data by going to Reports > Billing. Here, you can filter the data based on parameters such as date range, online payment status, or therapist, and download the report in your preferred format.
TheraSoar allows you to track unpaid or pending payments and will show you which sessions have not been paid. You can send reminders to clients or take necessary action directly from the platform.
TheraSoar streamlines your billing workflow by linking payments directly to each session. From your Calendar or Sessions page, you can mark sessions as "Pending" or "Paid" and attach proof of payment with ease. This ensures accurate, real-time tracking across your practice and eliminates guesswork about who has paid and who hasn’t.
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