When you mark a session as complete, the system handles billing and communication based on the selected payment type. Here's what occurs for each payment option:
Online Payment:
Unpaid Sessions: If the session was not paid, the client will receive a payment link to complete the transaction.
Other Payment Type or Manage Payments:
Unpaid Services: Clients will receive an invoice from you.
Recommendation: Add your banking details to your invoice templates to facilitate appropriate payments from clients.
Paid Services: Clients will receive a receipt confirming their payment.
Insurance Payment:
No Client Email Sent: Clients will not receive any email notifications.
Invoice Creation: An invoice will be generated in the Billing section for you to mail directly to the insurance provider for reimbursement.
Summary of Actions:
Online Payment (Unpaid):
Email Sent: Payment link to client.
Other Payment Type or Manage Payments:
Unpaid:
Email Sent: Invoice from provider.
Recommendation: Include banking details in invoice templates.
Paid:
Email Sent: Receipt to client.
Insurance Payment:
Email Sent: None to client.
Action Required: Mail invoice to insurance provider for reimbursement.
By selecting the appropriate payment type when marking a session as complete, you ensure that clients receive the correct communication and that billing is handled efficiently, facilitating smooth financial transactions and reimbursement processes.