How billing works

HealthRide collects money in two ways, and both show up in the same place.

Facilities pay on terms. When a facility's trips are completed, you create one invoice that covers them. The due date comes from the facility's payment terms (for example, net 30). The facility pays by card or bank through a secure link, or by check — and you record the check when it arrives.

Self-pay passengers pay per trip. When you book a trip for a self-pay passenger, HealthRide gives you a payment link right away. You can copy it, text or email it, or open it on the spot.

The Billing page

Everything lands on the Billing page. It has five tabs:

• Overview — money received, grouped by how it came in: Card & bank, Manual, Insurance, and Other, plus a list of payments received.
• Invoices — every invoice, with who pays, how they pay, the total, what's still owed, the due date, and status. Click any row to open the invoice details.
• Facilities — each facility with its payment terms, completed trips that still need an invoice, money owed, and unpaid invoice count. Click a facility to open its page.
• To do — a "Needs review" list: trips ready to invoice, unpaid invoices, and unmatched payments. When it's empty, you're caught up.
• Activity — a running log of recent billing events.

A good weekly rhythm: open the To do tab, invoice the facilities listed under "Needs invoice," and follow up on anything under "Unpaid invoices."

What next? Create and send invoices.