Billing Setup (My Clients Plus 3.0)

The My Clients Plus Triangle can help you understand how My Clients Plus was designed to bill.   

Before you start Billing in My Clients Plus you will want to ensure the following is setup:

• Add Service Types
• Add Insurers
• Setup Credit Card Processing (Optional)

After your My Clients Plus Billing is setup, you can start Billing Clients!

• Invoice a Client
• Accept Client Payment or Co-Payments
• Accept Client Credit Card Payment
• Bill to Insurance
  
  • Bill Out of Network