Prefilled from your sessions
Pick a client and a session — or several at once — booked through Kaufmann Health or recorded by you, and the dates, fees and your details fill themselves in.
Client invoices, without the busywork
Pick a session and the invoice prefills in your name — your details, the client, the fee, a sequential number. Issue it, send it as a branded email, and get paid by card while gentle reminders handle the chasing. It even doubles as a receipt.
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- Prefilled from your sessions
- In your name, not ours
- Doubles as a receipt
kaufmann-health.com/portal
PAID
Jun 14, 2026
Your practice
123 Main St · Anytown
INVOICE
No. 2026-014
Bill to: Your clientDate: Jun 14, 2026
Session · 60 min$90.00
Total$90.00
How does invoicing work in Kaufmann Health?
You pick a client and a session — a Kaufmann Health booking or one you record — and the invoice prefills in your practice's name with the right fields and a sequential number. You issue it (the number locks) and send it as a branded email. With card payment a pay-button is included and the invoice marks itself paid, doubling as a receipt; if it stays unpaid, we send gentle reminders, then hand it back to you. For regular clients you can select several sessions at once: each appears as its own line with its date, and one payment settles them all. And once a client has agreed to card saving during an online payment, you can charge that card directly — the receipt goes out automatically. Invoices can be issued in EUR, USD, CHF or CAD.
What's on a Kaufmann Health invoice?
Six things that make invoicing one less thing to think about.
Sequential, locked numbers
Each invoice gets the next number the moment you issue it, and it can't be changed afterwards. Your books stay gapless.
Everything an invoice needs
Your practice details, the client, dates, line items and totals — a complete document, not a blank template to fill in.
Your tax status, handled
Mark your status once and the right note prints automatically — or no tax line at all where it doesn't apply. You stay responsible for the tax treatment.
In your name, not ours
The invoice is issued by your practice. We just generate the document — your client sees you, not a platform.
Doubles as a receipt
Once it's paid — cash, bank transfer or card — the invoice carries a paid stamp, so the same document is your client's receipt.
From session to paid invoice
Two steps, both built in.
Issue in your name
Pick a client and a session — a Kaufmann Health booking or an off-platform one you record in the same step. The invoice prefills; you review and issue. Issuing is silent: nothing reaches your client until you choose to send.
Sent, paid, and reminded
Send it as a branded email. With card payment a pay-button is included and the invoice marks itself paid — becoming a receipt. Once a client has agreed to card saving during an online payment, you can also charge that card in one click; the receipt goes out automatically. If an invoice stays unpaid, we send up to two gentle reminders, then hand it back to you.
Built in vs. a separate invoicing tool
Standalone invoicing tools work — the difference is how much you wire up and re-type yourself.
| What to check | Separate invoicing tool | Kaufmann Health |
|---|---|---|
| Where it lives | A separate tool to set up and pay for | Built in, next to your bookings & clients |
| Filling in the invoice | Re-type client, date and fee each time | Pick the session — it prefills |
| Getting paid | Connect a separate payment provider | Card pay-button, saved-card charging + auto-reminders |
| Receipt | Issue a separate receipt | Paid stamp makes it the receipt |
| Currency | Depends on the tool | EUR, USD, CHF or CAD |
Snapshot, July 2026. These are plain itemized invoices and receipts for what your client pays you directly — not insurance claim forms. Orientation, not tax advice.
Frequently asked questions
Can I create invoices for my clients?
Yes — invoicing is part of the Starter plan. Pick a client and a session, review the prefilled details, issue the invoice (the number locks), and send it as a branded email.
Can I put several sessions or items on one invoice?
Yes. When you create an invoice you can select several sessions at once — a whole month, for example — and each appears as its own line item with its session date, all under one sequential invoice number. Your client pays once for everything: by card, bank transfer, or cash. You can also add free line items with their own quantity and price, for example for materials.
What if I need to correct an invoice I've already issued?
An issued invoice locks, so your numbering stays gapless. To correct it you cancel it: that issues a cancellation invoice (a Stornorechnung) with its own number that reverses the original, and you can then issue a corrected one. The original stays on record, marked as cancelled.
Is the invoice sent automatically?
No. Issuing and sending are separate steps — nothing reaches your client until you send it. You decide the timing, for example at the end of the month.
Does it double as a receipt?
Yes. Once an invoice is paid — cash, bank transfer or card — it carries a paid stamp and serves as the receipt. With card payment it marks itself paid automatically.
Can I invoice in different currencies?
Yes — invoices can be issued in EUR, USD, CHF or CAD. The currency and the invoice language follow your practice's country.
Whose name is on the invoice?
Your practice's. You are the issuer; Kaufmann Health only generates the document, and you remain responsible for the tax treatment (this is noted on the invoice).
Does it handle insurance claims?
No. These are plain itemized invoices and receipts for what your client pays you directly — they aren't insurance claim forms or superbills, and they don't include diagnostic or procedure codes.
Can I charge a client's saved card?
Yes. When a client pays online by card, the checkout explains that the card is saved for agreed follow-up sessions. From then on, new invoices for that client show a charge option: one click plus a confirmation, the invoice is settled, and your client automatically receives a receipt naming the card. If there's no saved card — or the bank asks for extra confirmation — you send the invoice with a pay link as usual.
More in our practice guide: How do I invoice my therapy clients?
Invoicing, without the busywork
Prefilled from your sessions, in your name, multi-currency — and it doubles as a receipt. Part of your Starter plan.
Last updated: July 2026