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Your Taiga invoice and autopay

How the Invoices tab works — what your monthly invoice is based on, watching the running total during the month, choosing who receives invoices, and managing autopay.

Written by Nanda Guntupalli

The Invoices tab of Settings & configuration, at the bottom of the sidebar, shows what your practice pays Taiga and exactly where that number comes from. Taiga's fee is a percentage of what insurance actually pays you, so your invoice scales with your collections — and you can watch it build during the month.

The Invoices page: current month, autopay, and the invoice list

The current month

The card at the top shows the month in progress:

  • Insurance collected — a running total of insurance payments posted this month

  • Claims paid — how many claims those payments cover

  • Estimated fee so far — the fee those collections imply at your rate

  • Your rate — the pricing on your agreement

Your invoice is issued at the start of the next month from these same numbers, so the amount is never a surprise.

Invoices

Each row in the invoice list shows the billing period, the invoice number, the insurance collected that the fee was computed from, the amount due, the due date, and its status. From a row you can open the Stripe-hosted payment page for an unpaid invoice or download the PDF for a paid one — handy for bookkeeping.

Invoice recipients

The Invoice recipients card lists the email addresses each month's invoice is sent to. Type an address and choose Add to include it, or use the remove button next to an address to take it off. You can list up to 10 addresses, and changes take effect from the next invoice.

The first address in the list is marked Primary. It is also the address on file with our payment processor, so payment receipts and reminders go there. Every other address receives a copy of each invoice from Taiga with a link to view and pay it.

Autopay

With autopay on, each month's invoice is charged automatically to your saved payment method when it's issued — no due dates to track.

  • Turn on from an invoice — you don't need the dashboard to start. When you pay an invoice from its emailed payment link, choose to save your payment information and autopay turns on for your future invoices.

  • Update payment method opens a secure Stripe page to change the card or bank account on file; Taiga never sees the payment details themselves.

  • Turn off stops automatic charges; you'll pay each invoice from its payment link instead.

Questions about a charge

If an invoice doesn't look right, email [email protected] with the invoice period (for example "July 2026") and we'll walk through the numbers with you.

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