HealthRide keeps all your billing in one place. Facilities, brokers, insurance plans and riders who pay for themselves are all payers. Card, check or bank transfer, every payment goes on the invoice it pays, so you always know who owes you what.
From ride to payment
You book a ride and pick who pays. In the Payer box of the booking form, pick Facility pays, Rider pays or Other payer, like a broker or an insurance plan. The price comes from your rates.
The ride is finished. Its final price is ready to bill. If your rates charge for a late cancellation or a no-show, that fee is ready to bill too.
You create an invoice. On the Billing page, Ready to invoice lists every payer with finished rides. Select Create invoice, check the rides and send it. See Create and send an invoice.
The payer pays. They open the invoice from your email. They can pay online by card or bank account, or tell you a check is on the way.
The invoice shows paid. Online payments mark it paid on their own. When a check or bank transfer arrives, you record it.
The Billing page
In the menu on the left, under Finance, select Billing. It has five tabs:
| Tab | What you see there |
|---|---|
| Overview | What needs you now: Ready to invoice, Past due invoices and Unmatched payments. When nothing does, it says “Nothing needs action right now.” |
| Invoices | Every invoice, who it’s for, what’s still owed and when it’s due |
| Payments | Every payment you’ve received, and the invoices it paid |
| Payouts | Card and bank payments on their way to your bank |
| Settings | Your invoice numbers, the contact details printed on your invoices, and the email that goes with a payment link |
Right under Billing in the menu, Payers lists everyone who pays you, with the Amount due for each.
Good to know
- Brokers and insurance plans often have their own way to be billed. Their page in Payers says “You bill this broker directly” or “You bill this insurer directly”. Bill them the way they ask, such as on their website. HealthRide keeps each ride’s final price for your reports.
- Checks need no setup. Paying online by card or bank account needs Stripe, which the owner connects once. See Get paid online.
- A rider who pays for themselves gets an invoice too. Create it the same way. If you have their card, open the invoice and select Collect to charge it.
- Not everyone sees billing. Owners, admins and staff with the Billing role create invoices and record payments. Viewers can look but can’t change anything. Dispatchers and office staff don’t see billing at all.