Billing

Invoice the meetings you have already held.

Connect your practice's Stripe or Square account. Guidara lists the supervision meetings you have not invoiced yet, and marks an invoice paid when the supervisee pays it.

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  • 30-day free trial
  • Always free for supervisees
app.guidara.io/invoicing
The Invoicing Dashboard in Guidara: Stripe and Square to connect, total revenue, outstanding, paid, draft, overdue and recurring counts, and four unbilled meetings ready to invoice

Paid straight into the practice's account

  • Stripe
  • Square
  • Your account, not Guidara's
  • Only the processor's fees

Invoicing a meeting and getting paid

Payments go through the practice's own Stripe or Square account, and Guidara keeps count of what has not been invoiced.

01 Connect

Connect the account the practice already has.

The practice owner or an admin connects the Stripe or Square account the practice uses. Supervisees pay on its payment page and the money goes straight to that account; Guidara never handles it. Until an account is connected, you can still create manual invoices.
  • Stripe or Square, your choice
  • Manual invoices work before you connect either
  • Recurring invoices and automatic payment updates need a connected account
The Payment Provider section of Guidara's invoicing dashboard: Stripe and Square, each with a Connect button, and a note that manual invoicing is available without one

02 Invoice

Bill the meetings that are still unbilled.

Guidara lists completed meetings from the last six months that have not been invoiced. Click Invoice on one and a new invoice opens with the supervisee and that meeting linked; add their other unbilled meetings, enter the amount and send it. Mark a meeting non-billable and it drops out of the list.
  • Completed meetings from the last six months, not yet invoiced
  • Line items and a due date on each invoice
  • A recurring invoice plan for a standing arrangement
The invoicing totals and the Unbilled Meetings card in Guidara: four completed meetings ready to be invoiced

03 Get paid

Invoices are marked paid when the payment goes through.

The supervisee sees the invoice in Guidara and pays on the Stripe or Square payment page. When the payment goes through, the invoice is marked paid and your totals update. What is still outstanding shows on your dashboard.
  • Supervisees pay Stripe and Square invoices from their own invoices page
  • Paid, outstanding and overdue totals update with each payment
  • Unpaid invoices flagged on your dashboard
My Invoices in Guidara from the supervisee's side: totals for outstanding, overdue and paid, and a paid invoice with its download

Bill supervision from the meetings themselves.

Invoices are created from the supervision meetings already recorded in Guidara.

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A closer look at invoicing

The totals, invoicing from a meeting, and billing before you connect a provider.

At a glance

Six totals for where billing stands.

The invoicing dashboard opens on total revenue, outstanding, paid, drafts, overdue and recurring invoices.

The six totals on Guidara's invoicing dashboard: total revenue, outstanding, paid invoices, draft invoices, overdue and recurring invoices, with the unbilled meetings count below

From the meeting

Invoice a meeting from the meeting itself.

A completed meeting has Create Manual Invoice right on it, and a checkbox to mark it non-billable.

A completed meeting in Guidara with its Quick Actions: Mark as Non-Billable and a Create Manual Invoice button

Before you connect

Start invoicing before the processor is set up.

Manual invoices need no payment provider. Once Stripe or Square is connected, recurring invoices and automatic payment updates are available too.

The Payment Provider section in Guidara: Stripe and Square to connect, and the Manual Invoicing Available notice with its Create Manual Invoice button

Invoices for supervisees and supervisors

See what you owe and pay it.

Your invoices, with outstanding, overdue and paid totals. Invoices sent through Stripe or Square have a Pay Now button, and any finalized invoice can be downloaded as a PDF.

  • Outstanding, overdue and paid totals
  • Pay Stripe and Square invoices online
  • Download any invoice
My Invoices in Guidara from the supervisee's side, with status and due date filters and a paid invoice

How invoices are stored and protected

How Guidara protects your records
Payments go to the practice's account
Payments go from the supervisee to the practice's Stripe or Square account. Guidara never holds them and takes no cut.
Invoices in the record
Invoices are part of the supervisee's record and can be included in exports, which carry a verification code.
No client health information
Invoices cover supervision fees only. Guidara never stores your clients' records.
Secure by default
Encrypted in transit and at rest, on SOC 2 certified infrastructure. Card details stay with Stripe or Square.

Works with the rest of Guidara

All features

Questions about billing

Get paid for the supervision you have already done.

Connect Stripe or Square and invoice this month's meetings.

Start free trial Request a demo

30-day free trial. Always free for supervisees.