Invoicing Software for Healthcare Providers & Clinics
How private practices and small clinics can bill clients who pay them directly: an estimate before treatment, an invoice with a due date, installments when you set them, and card, PayPal or check payments.
Key Takeaways
- Set a due date on every invoice: Billed's invoice software page says "Set a due date on each invoice so your client knows when to pay."
- Split a larger balance into installments on one invoice; Billed's help center says "Clients can pay several installments against a single invoice."
- Clients can pay by card through Stripe or by PayPal from the invoice, and you can record checks as offline payments.
- In the US, CMS sets out when a provider must give a patient who isn't using health insurance a good faith estimate; check what applies to your practice.
Billing clients who pay you directly
In the US, the Bureau of Labor Statistics' Occupational Outlook Handbook (page last modified August 27, 2026) says "Overall employment in healthcare occupations is projected to grow much faster than the average for all occupations from 2025 to 2035."
When a client pays a practice directly, the practice sends them an invoice. The Centers for Medicare & Medicaid Services (CMS, page last modified 10/05/2026) says: "Usually, if you aren’t using health insurance to pay for your care, your health care provider must give you a good faith estimate of expected charges if you request one or schedule services at least 3 business days in advance." What applies to your practice depends on your services and where you work, so ask a lawyer or your professional body.
Estimates, due dates and client history
Billed's invoice software page says "Billed keeps invoicing, estimates, expenses, time tracking and reports in one account." Billed's help center says, of estimates: "Your client can approve it to proceed further. Later, you can also convert the estimate into an invoice."
On each invoice, Billed's invoice software page says "Set a due date on each invoice so your client knows when to pay." and "Give a client a discount on an invoice, or create coupons." Billed's client management page says "Each client profile in Billed includes a complete history of invoices, estimates, and payments."
Worked example: a treatment plan paid in installments
These are sample figures. A physical therapy practice sets out a plan of 6 sessions at $95.00 each for a client who is paying directly. 6 × $95.00 = $570.00.
The practice sends one invoice for $570.00 and adds three scheduled payments of $190.00. Billed's help center says "Add a percentage or flat amount and the due date for each installment." $190.00 + $190.00 + $190.00 = $570.00, which matches the invoice total, as Billed's help center requires. When each installment is paid, the practice sends the client a payment receipt.
Getting paid
Billed's invoice software page says "Connect your Stripe account and every invoice you send gets a pay button, so clients can pay by card." and "Connect PayPal to add a PayPal option as well." It also says "When a client pays by check or cash, record it as an offline payment so all your income is in one place." and "After a client pays, you can send them a payment receipt."
For installments, Billed's help center says "You can let your clients pay the amount in installments through this option." and "However, the sum of all installments should be equal to the total balance of the invoice." It also says "You can set a schedule of payment reminders before and after the invoice's due date."
Records
Billed's financial reporting page says "Billed offers several built-in reports: Invoice Reports (paid, partially paid, and overdue), Expense Reports, Income vs Expense Reports, Top Selling Products, and Time Tracking Reports."
Which records a practice keeps, and for how long, depends on the rules that apply to it, so ask your accountant or a lawyer.
Challenges Healthcare Providers & Clinics Businesses Face
Self-paying clients unsure what a course of treatment will cost before it starts
Larger balances that clients would rather pay over several visits
Card, check and online payments recorded in different places
No quick view of which invoices are paid and which are past due
Tasks and the Billed feature for each
| You bill | In Billed |
|---|---|
| A quote before treatment | Estimate the client approves |
| Sessions or a course of treatment | Invoice with a due date |
| A balance paid over time | Scheduled payments on one invoice |
| Check payment | Offline payment |
Invoicing for Healthcare Providers & Clinics
Estimates before treatment
Billed's help center says "Your client can approve it to proceed further. Later, you can also convert the estimate into an invoice."
Related Invoice Templates
Invoice templates related to this page.
Frequently Asked Questions
When this isn't for you
If the way you invoice clients today already works for you, there's no need to switch.
Start Invoicing With Billed
Set up your account and send your first invoice with Billed.
