Understanding Billing

Billing in Metanoa connects three things together: the price of a service, the sessions your clients attend, and the money that moves in and out of their account. Once you understand how these three pieces fit together, everything else in billing makes sense.

The Three Building Blocks

What is a rate plan?

A rate plan is where you set the price for each type of therapy session your organization offers. Think of it as your price list. It lists each service by department, duration, and amount, so when a session happens, Metanoa already knows what to charge.

Every client uses a rate plan. If you haven't assigned one to a specific client, they automatically use your organization's default plan.

What is a session payment?

When a therapy session is signed off by a therapist, Metanoa generates a session payment. This is the bill for that session. It shows the service, the amount, and whether it has been charged yet.

Session payments start as pending, which means the bill exists but no money has moved yet. Once you mark it as charged, it's finalized and the client's wallet is updated.

What is a client wallet?

Every client has a wallet in Metanoa that tracks their balance and transaction history. Think of it as a ledger for that client. Money comes in when a client pays, and goes out when a session is charged or a refund is processed.

The wallet gives you a clear picture of where a client stands financially at any point in time.

How They Work Together

The flow looks like this. A therapist runs a session and signs it off. Metanoa creates a session payment using the client's rate plan to calculate the amount. That payment sits as pending until someone on your team reviews it and marks it as charged. When it's charged, the client's wallet reflects the transaction.

That's the core loop, and everything else in billing builds on top of it.

Who Can See and Use Billing?

Billing is available to staff with billing permissions assigned to their role. The main Billing page, which shows organization-wide data, revenue charts, and all session payments across your organization, is intended for Admins and staff with branch-level responsibility.

Client-level billing, like viewing a specific client's session payments or wallet, is available to anyone with billing view access.

If you can't see the Billing menu item in the sidebar, your role may not have billing access yet. Ask your Admin to check your permissions.

Common Questions