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Getting Started with Billing

A well-configured billing setup ensures your practice gets paid accurately and on time while maintaining full compliance with insurance and regulatory requirements. This guide walks you through the essential steps to get your billing workflow running in WithinEHR.

Set Up Your Stripe Account​

Connect your Stripe account to enable secure online payment processing. Stripe handles card transactions, payment links, and automated receipts directly within WithinEHR.

See: Setting Up a Stripe Account

Configure Your Billing Settings​

Define your payment methods, invoice templates, and billing policies so every transaction follows a consistent, compliant process.

Set Up Your Invoice Settings​

Customize your invoice appearance — including your practice logo, colors, and default payment terms — so every invoice reflects your brand and meets payer requirements.

Send Your First Invoice​

Once your settings are configured, you can create and send invoices to clients directly from the billing page or from a completed appointment.

See: Creating an Invoice