Billing

Request and accept payments, generate invoices and provide refunds smoothly.

No credit card or commitment required.
Billing

How it works

Make it easy to pay for your services online

  • Capture more revenue
    Enable clients to use Stripe, PayPal or a manual payment method, so that you won’t need to make it easier for your clients to pay.
  • Get paid 100% of the time
    Set prepay or postpay options and a refund policy to receive online payments even if appointments are unexpectedly canceled.
  • Generate invoices with ease
    Create a payment template once, and the invoices and receipts will be automatically generated.

Over 74% of consumers prefer online billing

Make sure to implement its best practices with ExpertBox!

Get started free

Bill clients online effotlessly

From setting up payment methods to billing automation and refund rules, handle all the billing processes with ExpertBox

Manage all your payments seamlessly

Manage all your payments seamlessly

Set prices

Decide what prices to set depending on the particular service or team member.

Set your refund policy

Decide whether and how clients can get refunds when cancelling appointments.

View the list of payments

Easily access a complete history of your financial documents and view and download receipts.

Let your clients pay easily

Get paid instantly

Connect your Stripe or PayPal account, or offer to input manual payment details to let clients pay for your services.

Define how you want to get paid

Offer services only after a client has paid via Stripe, Paypal or credit card or allow booking with postpayment.

Let your clients pay easily

Automate billing processes

Automate billing processes

Send payment requests

Create and send payment requests, and monitor payment status to know when it’s made.

Implement recurring billing

Use recurring billing in case you offer several services or consultations in a row.

Send invoices

Create and send automated customizable invoices to your clients.

Get ExpertBox and start receiving payments online!

Sign up for your 14-day trial.

Sign up for free

Why ExpertBox?

Learn why ExpertBox stands out from competitors

  • Fits any business A feature set tailored to the needs of any Expert.
  • Easy to scale Add new features as your business grows.
  • Secure GDPR & HIPAA compliance and SSL keep your data safe.
  • Supports integrations Use the tools you like within ExpertBox.
  • Accessible from any device Be flexible working via your computer, phone, or tablet.
  • Solid support Our support team will quickly address any concerns.

What experts say about ExpertBox

  • ExpertBox online billing helps me ensure that my services won't remain unpaid. All I have to do is define in the settings, that I want to charge clients before the services are provided. This way, I get only confirmed appointments in my calendar, and can concentrate on providing services to those clients who really need my assistance.

    Rhonda Drake

    Rhonda Drake

    Life Coach

  • I was amazed by how easy it is to set up a secure HIPAA-compliant online payment method in ExpertBox! I work in online teletherapy, so offline billing is not an option, and I often had difficult times checking if the billing platform is secure and offers a BAA agreement. With ExpertBox, I get a multifunctional HIPAA-compliant software and don't have to worry about security matters anymore.

    John Estrada

    John Estrada

    Therapist

One tool for many tasks

Explore more features to boost your business

Automate your bookings

Set your working hours and prices for your services. Let your clients book appointments online at any time.

Hold appointments

Provide secure HD video appointments. Communicate with your clients and team even on the go.

Build strong client relationships

Keep all client data in one CRM. Let clients control their bookings, payments, documents, and chats.

Scale your business

Create a team to grow your business. Delegate tasks and reduce your workload.
View all features

Always get paid with ExpertBox online payment software!

Start your 14-day free trial today.

Sign up now
This website uses cookies to better the user experience of its visitors. Where applicable, this website uses a cookie control system, allowing users to allow or disallow the use of cookies on their computer/device on their first visit to the website. This complies with recent legislative requirements for websites to obtain explicit consent from users before leaving behind or reading files such as cookies on a user’s computer/device. To learn more click Cookie Policy.

Privacy preference center

Cookies are small files saved to a user’s computer/device hard drive that track, save, and store information about the user’s interactions and website use. They allow a website, through its server, to provide users with a tailored experience within the site. Users are advised to take necessary steps within their web browser security settings to block all cookies from this website and its external serving vendors if they wish to deny the use and saving of cookies from this website to their computer’s/device’s hard drive. To learn more click Cookie Policy.

Manage consent preferences

These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
Cookies list
Name _expertbox_session
Provider .expertbox.io
Retention period During session
Type First party
Category Necessary
Description The website session cookie is set by the server to maintain the user's session state across different pages of the website. This cookie is essential for functionalities such as login persistence, ensuring a seamless and consistent user experience. The session cookie does not store personal data and is typically deleted when the browser is closed, enhancing privacy and security.
Name browser_timezone
Provider .expertbox.io
Retention period 1 day
Type First party
Category Necessary
Description The browser_timezone cookie is set by expertbox.io and is used as a general-purpose platform session cookie. It is typically used to define and store the user's timezone, enabling the website to display times and dates that are relevant to the user's local time. This helps improve the user experience by ensuring that any time-sensitive information, such as appointment schedules or event timings, is accurately adjusted to the user's timezone.
Name __cf_bm
Provider .pipedrive.com
Retention period 1 hour
Type Third party
Category Necessary
Description The __cf_bm cookie is set by Cloudflare to support Cloudflare Bot Management. This cookie helps to identify and filter requests from bots, enhancing the security and performance of the website. By distinguishing between legitimate users and automated traffic, it ensures that the site remains protected from malicious bots and potential attacks. This functionality is crucial for maintaining the integrity and reliability of the site's operations.
Name _gat_UA-*
Provider .expertbox.io
Retention period 1 minute
Type First party
Category Analytics
Description This is a pattern type cookie set by Google Analytics, where the pattern element on the name contains the unique identity number of the account or website it relates to. It is a variation of the _gat cookie which is used to limit the amount of data recorded by Google on high traffic volume websites
Name _ga_*
Provider .expertbox.io
Retention period 1 year 1 month 4 days
Type First party
Category Analytics
Description The _ga_* cookie is set by Google Analytics to store and count page views on the website. This cookie helps track the number of visits and interactions with the website, providing valuable data for performance and user behavior analysis. It belongs to the analytics category and plays a crucial role in generating detailed usage reports for site optimization.
Name _ga
Provider .expertbox.io
Retention period 1 year 1 month 4 days
Type First party
Category Analytics
Description The _ga cookie is set by Google Analytics to calculate visitor, session, and campaign data for the site's analytics reports. It helps track how users interact with the website, providing insights into site usage and performance.
Name _gid
Provider .expertbox.io
Retention period 1 day
Type First party
Category Analytics
Description The _gid cookie is set by Google Analytics to store information about how visitors use a website and to create an analytics report on the website's performance. This cookie collects data on visitor behavior, including pages visited, duration of the visit, and interactions with the website, helping site owners understand and improve user experience. It is part of the analytics category and typically expires after 24 hours.