Billing & payments
Get paid for the session without a second spreadsheet.
Turn completed sessions into invoices using each service's fee. Record cash, check, card or insurance payments, let clients pay by card through Stripe Checkout, and give out-of-network clients a superbill to submit for reimbursement. A revenue overview shows what's been billed, paid and still owed.
Why it helps
What it does for you
Invoices from sessions
Pick completed sessions and Tidemend builds the invoice from their fees. Track drafts, sent, partly paid, paid and void.
Record any payment
Cash, check, card or insurance, in full or in part. Balances update as payments come in.
Card payments through Stripe
Clients pay on Stripe's secure checkout page. Card details go to Stripe and never touch Tidemend.
Superbills
A superbill with your NPI, tax ID, diagnosis and CPT codes that clients can send to their insurer for out-of-network reimbursement.
Revenue overview
Payments received month by month, including insurance, plus what's still outstanding.
How it works
A few steps, mostly out of your way.
Step 1: Complete the session
Mark the appointment completed; its fee is ready to bill.Step 2: Create the invoice
Choose sessions, add a memo and send it to the client's portal.Step 3: Collect
The client pays by card online, or you record a cash, check or insurance payment.Step 4: Superbill on request
Generate a superbill for clients who use out-of-network benefits.
What’s included
- Invoices from completed sessions
- Cash, check, card and insurance payments
- Partial payments and balances
- Stripe Checkout card payments
- Superbills
- Revenue overview
Good to know
- Online card payments need your own Stripe account. Start in Stripe's test mode; Stripe charges its own processing fees.
- Superbills and claims need your NPI, tax ID and practice address in practice settings.
- In this demo build, invoice emails and receipts wait in the in-app outbox until email sending is connected.
Send your first invoice from Tidemend
Practice features come with the Clinician plan, alongside unlimited notes. The free Starter plan covers notes only.
