The Billing section of the Theia menu is where you manage your payment setup, create products and services to sell, customize your client-facing branding, and send invoices. Below is a breakdown of each subsection.
1. Payment Setup
Before you can collect payments from clients, you need to connect a Stripe account. Stripe is the secure payment processor Theia uses to handle all transactions.
To get started:
Navigate to Billing > Payment Setup. You will be directed to the Stripe Connection page, where you can either create a new Stripe account or link an existing one. Follow the on-screen prompts to complete the connection. Once connected, your account status will be reflected in this section.
2. Products
The Products section is where you build out your catalog of offerings. You can create and manage four types of products:
Services — Individual offerings such as consultations, coaching sessions, or assessments.
Subscriptions — Recurring products billed on a schedule you define (e.g., monthly wellness plans).
Bundles — Packages that combine multiple offerings into a single product. Bundles can include your own services as well as Theia-provided services such as sensors and AI Nutrition.
Goods — Physical or digital products you sell to clients.
To create a product, navigate to Billing > Products and select the type of product you want to add. Fill in the product name, description, pricing, and any relevant options. Published products can be attached to invoices or made available for purchase by your clients.
All products require a brief review from the Theia team before the can be sold to clients. All reviews are completed in <24 hours, but please ping the support team if you require immediate assistance.
3. Branding
The Branding section lets you customize the look and feel of your client-facing payment materials, so everything feels consistent with your practice's identity.
You can configure:
Logo — Upload your practice logo to appear on checkout pages and invoices.
Brand colors — Set the primary & secondary color used across your checkout experience.
Copy Customization — Add Headlines & Subtext to match the voice of your practice.
Changes made here are automatically applied to all new invoices and checkout pages going forward.
4. Invoices
The Invoices section is where you request payment from clients by sending them an invoice directly.
To send an invoice:
Navigate to Billing > Invoices and create a new invoice. Select the client, add one or more products or line items, set the due date, and send. Clients will receive a link to a secure checkout page where they can complete payment.
Search or Add Client
Choose Invoice Line Items
Send Invoice
You can also view the status of all sent invoices — whether they are pending, paid, or overdue — from this section.