Auto-generated invoices after every visit
When an appointment is marked complete, the invoice is ready. Review it, email it, or batch them at week's end. No retyping. No spreadsheets.
Billing & Online Payments
Stop chasing payments. Get paid in 2 clicks.
Generate professional invoices, accept online payments, and run your billing without leaving CompanyOn. Less admin. Faster cash flow. Happier clients.
Payments & Security
Online payments Automated invoicing PIPEDA & HIPAA secure
What it does
Billing that runs itself, the way it should
From the moment an appointment ends to the moment money lands in your account — CompanyOn handles every step in between.
Clients pay online, however they prefer
Email a payable invoice and let your client pay by credit card or debit from anywhere. No card terminal. No phone tag. No "the check is in the mail."
Track expenses and merge invoices
Add expenses to client cases, merge invoices for clients and third-party payers, and apply different service fees as needed.
Reports that show you the full picture
Customizable reports show outstanding payments, monthly revenue, payment history per client, and which services drive the most income.
Live in your dashboard
Your cash flow, organized at a glance
See pending invoices, recent payments, and outstanding balances in one view. Click any line for the full history.
- One-click invoice generation from any completed visit
- Online payment links sent directly via email
- Real-time payment notifications when clients pay
- Detailed reports on revenue, AR, and service-level performance
How it works in real life
A few ways our users actually get paid faster
01
End the week with billing already done
Mark appointments complete as you finish them. Invoices generate automatically. Friday afternoon you batch-email everything in one click.
02
Get paid before you leave the parking lot
After a home visit, generate the invoice on your phone and send it. Many clients pay online before you've driven home.
03
Stop reconciling spreadsheets every month
Every payment auto-links to the right client and invoice. Your monthly revenue report is ready by the 1st — no math required.
Why CompanyOn
Built for healthcare billing, not generic small business
- Tailored for healthcare practices in Canada and US
- Direct integration with TELUS eClaims for insurance billing
- Multiple service fees, package billing, and recurring invoices supported
- PIPEDA-compliant payment processing with encrypted client data
- Transparent pricing — no per-transaction surprises
Works with everything else in CompanyOn
Billing connects to every part of your practice
Each invoice links automatically to the appointment, the clinical note, and the client profile. When TELUS eClaims is enabled, claims and direct billing flow through the same workflow.
FAQ
Common questions about Billing & Online Payments
How long does it take to receive a payment after a client pays online?
Online card payments typically settle in your account within 2–3 business days, depending on your payment processor. Some processors offer next-day deposits for an additional fee.
Are there transaction fees on online payments?
Yes — standard processing fees apply, similar to using a card terminal. The exact percentage depends on your chosen processor (typically 2.5–3.5%). You see fees clearly broken down on every transaction.
Can I send invoices to third parties like insurance companies or family members?
Yes. You can split a single appointment invoice between multiple payers (client, insurer, employer, etc.) and send each their portion. This is especially useful for practices that bill family members or third-party reimbursement.
Can I set up recurring billing for clients on a subscription or treatment package?
Yes. Set up packages with a fixed number of sessions, recurring monthly billing, or custom fee schedules per client. CompanyOn handles the math automatically.
What happens if a client's payment fails?
You get an instant notification and the invoice stays marked as unpaid. CompanyOn can also send automatic payment reminders so you don't have to manually follow up.
Every client, fully in view. Less time lost to admin.
Join healthcare providers who use CompanyOn to keep every client's story in one place, get paid faster, and spend more time on care.
1,000+Healthcare Providers
1M+Visits Completed
40%Less Administrative Work
PIPEDA & HIPAACompliant
- 14 Day Free Trial
- Guided Onboarding
- Setup in Minutes