Support Center

If you charge for services, this feature is for you.

The Billing Feature enables organizations that charge for their services to easily manage that entire process - from Billing Items and Payments, through Account Statements and Reporting.

Training, documentation, and initial configuration from Collaborate Concierge is included, to get you up and running quickly.

Flexible billing for anything you need.

Create Billing Items for services, mental health sessions, activities, classes - or generate a standalone billing item.

Apply Discounts to Billing Items on a percentage or dollar basis. The amount owed (after discounts) is automatically calculated for you.

Video: Collaborate Billing Feature

See how the Billing Feature helps manage Billing Items, Payments, and Account Statements in this quick intro video. Watch Now →

Payments, your way.

Easily record Payments (including partial payments), refunds, and copays toward Billing Items with outstanding balances.

Just indicate the Payment Method and Payment Type, and Collaborate can automatically allocate the Payment based on balances owed. Or, indicate the specific items to apply the Payment toward yourself.

Payments and Billing Items associated with specific Cases are reflected on the Client’s Case Profile page - complete with an Account Balance.

Instant account statements.

Generate a Statement of Account in seconds, to see all Billing Activity for the past 30 days, or across a custom date range. It’s a quick way to see the total amount owed - and who owes it.

Want to dig deeper? Use Collaborate’s Reports library to slice and dice your Billing numbers any way you like.