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.
5. Payment Links: Create Shareable Checkout Links
Payment Links let you create a public checkout page for any package or service you offer. Share the link on your website, social media, email campaigns, or anywhere else, and new clients can purchase and get started with you instantly.
Payment Links follow the same flow as creating an invoice, but instead of selecting a specific client, the link is open to anyone. Every purchase through a Payment Link is treated as a new client, so if your package includes sensors, the activation fee is automatically included.
Once created, each Payment Link generates a short, shareable URL that's easy to post or send.
Creating a Payment Link
Navigate to Billing from your provider menu.
Click the + New Payment Link button.
Add the products and services you want to include in the link, just like building an invoice.
Add a name and description for the Payment Link. You can use rich text formatting in the description (bold, italics, lists, etc.) to make it stand out.
Review your selections and confirm.
Your Payment Link is now live and ready to share.
Product descriptions you write will appear directly on the public checkout page, so use them to explain what's included and why it's valuable.
What Your Clients See
When someone opens your Payment Link, they'll land on a branded checkout page that includes:
Order Summary on the left, showing the products/services included and their descriptions.
Your Info form on the right, where they enter their First Name, Last Name, Email, and Phone number.
A Continue button to proceed to payment.
Pricing is displayed after the client enters their information, so the system can determine whether an activation fee applies and show an accurate total.
Payment Links cannot be edited after they've received their first sale. This is to protect both you and your clients: the description and products at the time of purchase are locked in for dispute defensibility. Make sure your link details are correct before sharing.
Managing Your Payment Links
All of your Payment Links appear in a table on the "Payment Links" page. From this table you can:
View stats for each link, including views and conversions.
Click into a Payment Link to see a dropdown of all invoices created from that link, along with their status. This makes it easy to track paid orders and follow up on abandoned purchases.
Copy the shortened URL to share it again at any time.