Automated billing and invoice generation for sessions

Purpose

 1.1. Ensure error-free, timely, and compliant invoice creation post-therapy or consultation session.
 1.2. Reduce manual data entry, improve cash flow, and maintain patient records efficiently.
 1.3. Enable instant client billing, automated payment follow-ups, and integration with bookkeeping.

Trigger Conditions

 2.1. Session marked completed by practitioner in scheduling software.
 2.2. Patient attendance confirmed via digital check-in.
 2.3. Practitioner submits a session summary form.
 2.4. Patient signs completion document or digital feedback form received.
 2.5. Recurring schedule triggers auto-billing for prepaid plans.

Platform Variants

 3.1. Stripe
  • API: /v1/invoices/create & /v1/invoices/send
  • Configure automated invoice creation on session completion event.

 3.2. QuickBooks Online
  • API: POST /v3/company/:companyId/invoice
  • Set automation to generate invoice for customer after each session entry.

 3.3. Xero
  • Endpoint: POST /Invoices
  • Auto-populate billing based on session data received via webhook.

 3.4. Zoho Invoice
  • API: POST /invoices
  • Triggered by session form completion trigger in practice management system.

 3.5. FreshBooks
  • Endpoint: POST /accounting/account/{accountId}/invoices/invoices
  • Session completion event triggers invoice for specific client.

 3.6. Square
  • API: POST /v2/invoices
  • Instantly generates invoice with attached session details.

 3.7. PayPal Invoicing
  • REST API: /v2/invoicing/invoices
  • Automate using a post-session webhook call.

 3.8. Sage Business Cloud
  • Endpoint: /invoices
  • Workflow sends data to create and email invoice post-session.

 3.9. Wave
  • API: mutation createInvoice
  • Triggered after appointment logs in scheduling platform.

 3.10. Bill.com
  • API: /Invoices
  • Automate bill creation and delivery for therapy sessions.

 3.11. Healthie
  • Event: appointment.completed
  • Create billing rule triggers e-invoice for each confirmed session.

 3.12. SimplePractice
  • API: POST /invoices
  • Auto-invoice enabled for completed session status.

 3.13. Calendly
  • Event: invitee.completed
  • Integrated to trigger invoice via connected billing service.

 3.14. Acuity Scheduling
  • Webhook: appointment.completed
  • Fires automation to billing platform for instant invoicing.

 3.15. HoneyBook
  • Trigger: project phase completed
  • Workflow auto-generates invoice in client portal.

 3.16. Jotform
  • Submission event
  • Submits completed session form to invoice API.

 3.17. Salesforce
  • Process Builder / Flow: Opportunity Closed
  • Calls external billing API to generate invoice.

 3.18. HubSpot
  • Workflow: Meeting outcome = completed
  • Triggers billing integration with accounting tool.

 3.19. Microsoft Power Automate
  • Flow: When appointment ends → HTTP action
  • Calls preferred accounting API with session data.

 3.20. DocuSign
  • API: Envelope Signed event
  • Triggers invoice creation upon signed session completion.

Benefits

 4.1. Eliminates billing delays, increases revenue collection speed.
 4.2. Prevents human error, ensuring accuracy and compliance.
 4.3. Reduces administrative workload for practitioners.
 4.4. Creates a complete client paper trail for audits and insurance.
 4.5. Enhances patient satisfaction via prompt, automated communication.