Here’s an overview of the Billings Page in Mynd, where therapists can manage payments, track billing history, and apply discounts.
Using the Billings Page in Mynd
The Billings page in Mynd provides a centralized view of all billing activities for your practice, allowing you to manage pending payments, review payment history, and apply discounts seamlessly.
1. Pending Payments
• View Outstanding Payments: This section displays all unpaid sessions, listing the date, client name, session type, therapist, and amount.
• Batch Charging: Select multiple sessions and click Charge to process payments in bulk.
• Individual Actions:
• Send Payment Reminder: Send a reminder to clients with outstanding payments.
• Download Invoice: Preview or download the invoice before charging.
• Mark as Arrived/No-Show: Update appointment status as needed.
• Apply Discounts: Apply discounts for financial hardships or other reasons before charging.
2. Billing History
• Audit of Past Transactions: View a comprehensive list of all completed transactions, including receipts and payment records.
• Additional Actions: For each transaction, you can:
• Resend Invoice: Send the invoice to clients again if needed.
• Issue Refunds: Process refunds directly from the history tab.
3. Discounts
• Create and Manage Discounts: Use this section to create discounts that can be applied to sessions.
• Custom Discounts: Apply discounts for specific situations, either as a one-time or recurring discount.
• Discount Types: Choose between one-time discounts for specific needs or recurring discounts for ongoing financial support.
4. Stripe Account Access
• Stripe Connect Integration: Access your connected Stripe account directly from the Billings page to review payments and manage financial details outside Mynd.
The Billings page streamlines payment management, giving you full control over billing operations and client discounts from a single, easy-to-navigate screen.