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Client Billing

Automate client billing, collect payments securely, and track income directly within Counselling Buddy — simple, professional payment management.

Client Billing
Automated billing linked to appointments
Secure payment processing
One-off and recurring payments
Automated invoicing and receipts
Real-time payment tracking and reporting
Coming Soon (ETA. December 2025)

Effortless Payment Management for Your Practice

Client Billing will streamline how you collect payment from clients — automatically generating invoices, processing secure payments, and keeping your finances organized in one place.

Built specifically for UK mental health professionals, the feature will integrate seamlessly with your appointments and client records, so you can focus on therapy while we handle the billing.

Need to manage finances now? Check out our Client Management features.

Planned Capabilities

What to Expect

  • Flexible pricing structures for different session types
  • Automated payment reminders to reduce late payments
  • Subscription management for regular weekly or fortnightly clients
  • Client payment portal for easy self-service
  • Export capabilities for accounting and Self Assessment
  • Full audit trail for financial record-keeping

Designed for UK Therapists

Client Billing will handle the complexities of practice finances while maintaining your professional autonomy:

  • Flexible Pricing: Set different rates for assessments, standard sessions, and concessions
  • Subscription Management: Perfect for regular weekly or fortnightly clients
  • Client Portal Access: Clients can view invoices and payment history
  • GDPR Compliant: All financial data handled with the same privacy standards as clinical records
  • Tax Reporting: Export transaction histories for accounting and Self Assessment

Integrated With Your Existing Workflow

Client Billing will work seamlessly with:

  • Appointments: Automatically bill when sessions are booked or completed
  • Client Management: View payment history directly in client profiles
  • Email Notifications: Automated payment reminders and receipt delivery
  • Security & Compliance: Built on the same encryption framework