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Invoicing

  • How do I create an invoice?
  • If I take insurance, what is the most efficient way to bill a patient/client?
  • Invoicing Overview
  • How can I apply a payment to an invoice?
  • How do I enable auto-pay for invoices not paid in full in my practice?
  • Invoicing FAQs
  • How can I allow patients/clients to create their own statements and invoices?
  • How do I send an invoice?
  • How do I auto-charge a patient/client 24 hours prior to an appointment?
  • How can I see my patient's/client's invoices?
  • 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?
  • What is the difference between the permission for invoices and the permission to send external notifications?
  • How can I enable invoice reminders?
  • How do I adjust my invoice settings?
  • How do I create an invoice for all my patient's/client's transactions?
  • How do I export an invoice to PDF?
  • When creating an invoice, why is the "Create+Send" button grayed out?
  • How do I update an invoice?
  • How can I track my patient's/client's invoices?
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Categories

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