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Html invoice generator for Healthcare

hi welcome to healthy's deep dive video on client packages and invoices in the first part of this video we're going to review how to create a new package share your packages for clients to purchase and how to charge a request payment for a package to create a new package click on the billing tab on the left side menu and select client packages from the drop down menu click on the blue create package button and you will be asked to give your package a name and upload an image or choose from the existing bank of photos you will then be prompted to fill out a description of your package there is a maximum character length of 300 characters for descriptions to ensure they fit nicely when the package is embedded externally if you'd like to provide a longer description please add this as text onto your website outside of healthy you can also add an introduction video if desired by adding a link from youtube loom or vimeo to help streamline your workflows you can optionally associate a package to a specific group this means that when a client buys this particular package they are placed into that group this can be particularly useful if you have new paperwork that you'd like your client to fill out once they are moved to a new group to learn more about managing client groups and group workflows in healthy be sure to watch our deep dive video client groups if you'd rather a client remain in their current group simply leave the field blank then you can determine the visibility of your packages you can optionally make a package not visible which makes it only visible to clients when you share a specific link with them but not when they log into healthy and view packages next fill out the items included in your package enter appointment sessions that this package includes which pulls directly from your appointment types that you've set up if you do not enter any appointment types your package will still be purchasable but it will not be tied to any sessions you may also choose to incorporate a program into your package here is also where you can decide if these sessions will renew each billing period meaning that session credits will renew for a client each billing period whether that be a month or a week and be automatically added to a client's account next add the price of your package you can set up a one-time or recurring payments for a client package in a recurring payment the client will pay x amount of dollars per billing period payments are made automatically using the client's card on file to create a free package like with the discovery call or giveaway item simply set the price to zero dollars if you'd like the first payment of a package to be higher or lower than subsequent payments in a package select this option once you select this option the amount that you enter must be a different dollar amount than the other payments made in that package for example if you'd like to collect a deposit for services you can set the first payment at your deposit amount and then the remaining payments at a different rate click create to finish creating your package if you'd like to offer your package at a discounted rate you can easily create a promo code a promo code can be shared with others listed in your marketing materials or on your website or you can even apply the promo code directly yourself when charging a client to create a promo code navigate to the client packages page click on the blue more button and select manage promo codes once the promo code page loads you can click on the blue create promo code button you will be prompted to add a title distinguish the type of promo code so if it is a percentage or dollar amount off the value so the exact percentage or dollar amount that you will be taking off the recurrence of the promo code so whether it applies as a one-time discount or if it applies to every payment of a recurring package an optional expiration date and an optional total usage limit which indicates the total number of times across all of your clients this promo code can be redeemed and then click create promo code to finish now that you've created your package let's review how to make revisions to edit a package find the package you want to edit and click on the drop down arrow next to view and select edit you will then be able to edit a package's name description included items and pricing press save for changes to immediately go into effect package updates will apply to all public facing instances of the package including on social links and on packages that may be embedded on your website editing a client package will not impact existing clients on this package including future payment amounts program availability or lack thereof and session credits made available to clients we strongly recommend that if you have existing clients on a package to just create a new client package to avoid any confusion and present lapses in client service if you would like to delete a package find the package you would like to delete click on the drop down menu next to view and select delete deleting a client package will impact existing clients on the package including cancelling out future payment amounts program availability or lack thereof and preventing new session credits from being made available to clients to share a single package click on the blue share button on the package you would like to share you will see two options the first is to add it to your website copying this embed code will generate a code that can be placed on your website built into your web page clients are then able to purchase your package and book an appointment directly through your website and a client account will automatically be created in your healthy platform the code just shows one package and is distinct from pulling all packages to add to your website the second option is a sharing link if you would like to share a package on a newsletter social media post or as a button on your website select the sharing link tab this generates a clickable url that will show your package in a web browser tab clients are prompted to follow the steps for filling out their billing information to purchase the package and book a session again this url will just show one package when new clients fill out the information they will be prompted to provide credit card details if existing clients purchase they will be brought into their healthy client account which will process their payment directly within healthy to share multiple clients to share multiple client packages click the blue share button on any package you'll see an option to view the embed code or the sharing link for this package scrolling underneath the preview you will see an option to share multiple packages this link will allow you to select the providers you want to associate with this package if you have a multi-provider business as well as allow you to curate which of your packages you would like to display with this link use the x next to any providers or packages you do not want to be associated with your new share code as you unselect packages you'll see a preview of what your clients will be able to see to charge a client navigate to the client packages page and scroll or search to find the package you would like to charge them for click on the white charge button and select the clients available you can also apply a promo code when charging a client by selecting it in the box under the client selection you can also charge a client directly from their profile navigate to the desired client's profile and click on the billing tab select the charge client button and fill out the information to complete the charge when you request a payment for a client package healthy will automatically create an invoice for this request payment so you are able to view the status of the request for easy tracking and management you will therefore see outstanding request payments on your invoices page let's take a detailed look at creating and managing invoices in healthy to create a new invoice click on the billing tab in the left side menu and click on payments from the drop down menu once the payments page has loaded click on the invoices tab click on the blue create invoice button in the right corner you will be prompted to enter the following information the date who the invoice is for the amount of the invoice in dollars what the invoice is for and any notes once you create the invoice you'll see the option to email it to your client this will trigger an email notifying the client of their invoice and prompting them to log into their healthy account to fulfill the invoice to view outstanding invoices navigate to your invoices page you will see a list of open and fulfilled invoices within your portal as well as options to take actions on your invoices by default invoices will be listed with the most recent at the top you may sort through invoices by clicking the down arrow next to the other column heads click the three dots on the right hand side of the invoice to see the actions you can take including previewing and sharing an invoice sending a receipt to a client or deleting an invoice if you'd like to market invoices paid click on actions and record outside payment you may want to do this for example if someone has paid you outside of the platform but you'd like clients to stop receiving reminders about this specific invoice if you if you'd like to mark an invoice as unpaid click on actions mark is unpaid you may want to do this for example if you accidentally marked an invoices paid but you'd like to reverse the action there may be instances in which you need to delete an invoice that is showing in your invoices list for example if a client is paid an invoice separately or if you've created a duplicate to delete an invoice click on actions delete when you create an invoice for a client they will receive an email notifying them that they should fulfill their invoice they will then be prompted with a link to fulfill the invoice using a payment method on file or by entering a payment method if none such method exists when clients log into their online web portal and navigate to payments they will see outstanding invoices and payments to fulfill when clients fulfill an invoice the status of the payment on your dashboard will be updated and you will receive an email notifying you that the invoice has been fulfilled clients will also receive a receipt indicating a summary of their purchase healthy's invoices allow you to receive and keep track of partial payments made for a single invoice to record a partial payment navigate to your client's profile by clicking on the clients tab in the left side menu click on the billing tab in the top menu and then the invoices tab find the invoice you'd like to adjust click on the actions tab which are the three dots to the right and select record outside payment from the drop down indicate the amount paid and the payment date select the form of payment make a note for your records and click the blue button to record the payment on the overview page of your clients invoices you will now see the invoices status updated to partial and the percentage that is remaining when the invoice is fully paid the status will change to paid if a client has not paid an invoice after five days the client will receive an automatic email reminding them to pay an invoice they will also see a bar at the top of their portal reminding them to pay thank you for watching this healthy deep dive video be sure to check out our other deep dive videos you can find additional resources to help you make the most out of your healthy membership here