Invoicing Overview
Invoicing 101
- Invoicing FAQs
- How do I create an invoice?
- How do I send an invoice?
- How can I track my patient/client invoices?
- How can I enable invoice reminders?
- How do I update an invoice?
- How do I delete an invoice?
- How can I apply a payment to an invoice?
- How do I export an invoice to PDF?
Advanced Topics
- How do I enable auto-pay for invoices not paid in full?
- If I take insurance, what's the most efficient way to bill a patient/client?
- How do I create an invoice that includes all previous charges and the current balance due to a patient/client?
- What actions can I take with an invoice?
- How can I allow patients/clients to create their own statements/invoices?
- How can I prevent patients/clients from creating statements/invoices?
- What's the difference between the permission for invoices and the permission to send external notifications?
- How can I edit a payment applied to an invoice?
- Why is the "create + send" button grayed out?