FeaturesBilling
BILLING
Billing, without the insurance maze
You work cash-pay. Your billing tools should too.
Your rates, your catalog
Set up your service rates once (individual sessions, couples, extended sessions, whatever you offer) and create itemized invoices from that list in seconds.
Payment tracking that stays simple
Mark invoices as paid as payment comes in. No claims to file, no eligibility checks, no waiting on a payer. Just a clear record of who owes what, and what is settled.
A full financial record, exportable anytime
Export your invoice history to CSV whenever you need it, for your accountant, for tax season, or to keep your own copy outside the platform.
What's not here, on purpose
Manage Softly does not process insurance claims, generate superbills, or submit CMS-1500 forms. This is for private-pay practices. Automated card checkout for client invoices is on our roadmap. Today, invoicing and payment status are tracked manually, so you stay in control of how you collect payment.
A calmer way to run your practice
See homework between visits. Keep calendar, notes, video, and invoices in one place.