Invoicing and payments for counsellors
Get paid by card or bank transfer, see who still owes what, and let Clarity draft each client’s invoice for the month.
Card payments into your own Stripe account
Connect your Stripe account in Settings, under Billing, and switch on card payments. Clients can then pay by card from their portal, for a single session, a block of sessions or an invoice.
- The money goes into your own Stripe account. Clarity doesn’t take a cut; Stripe’s standard fees apply.
- When a client pays by card, the session or invoice is marked paid for you.
- If you cancel a session a client paid for by card, you can refund it as you cancel.
- Card payments stay off until you switch them on, and you can disconnect Stripe at any time.
Bank transfers, without the chasing
- Add your bank details once, in Settings under Practice. Clients see them with a button to copy each one, and they print on unpaid invoices.
- When a client has paid for a session by transfer, they can mark it as paid. It shows as pending until you confirm or decline it, and the client gets an email either way.
- You can record any other payment yourself, such as cash.
Invoices, drafted for you
- Switch on monthly invoices and Clarity drafts each client’s invoice for the month just gone. Nothing is sent until you’ve checked it.
- Or create an invoice yourself, with your own lines or straight from a client’s sessions.
- Invoices are numbered for you, from INV-0001, with your payment terms, payment instructions and notes. You choose the colour of the PDF.
- Email an invoice, with the PDF attached, to any client with a portal account. For offline clients, download the PDF and send it yourself.
- Clients see their invoices in their portal, and can pay them by card if you’ve switched card payments on.
Invoices don’t include VAT.
See who has paid
- The Payments page shows what you’ve received, what’s still owed, and how many sessions are paid or unpaid.
- Filter by client, or by paid and outstanding, and mark several sessions paid or unpaid at once.
- If a portal client hasn’t paid for an upcoming session, their reminder email has a Pay now button.
Send it to Xero
- Connect Xero once in Settings, under Billing, then choose Send to Xero whenever you’re ready.
- Payments go across as money received and expenses as money spent, using the account codes you pick for each HMRC category.
- No client names are sent. Income is filed under one contact, Counselling clients.
- Nothing is sent twice.
Not using Xero? Your tax-year summary downloads as a spreadsheet file instead.
Common questions
Does Clarity take a cut of card payments?
No. Card payments go through your own Stripe account and Clarity adds no fee. Stripe charges its standard fees.
Can clients pay by bank transfer?
Yes. Clients see your bank details and can mark a session as paid. It stays pending until you confirm the money has arrived.
Can Clarity send invoices automatically?
It drafts them automatically. Switch on monthly invoices and Clarity drafts one for each client for the month before. You check each one before you send it.
Does it work with Xero?
Yes. Connect Xero in Settings and send your income and expenses across with one button. Client names aren’t sent.
Do invoices include VAT?
No. Clarity’s invoices don’t have a VAT line.