Client Billing - Get Started
Setup Credit Card Processing - Admin
Invoice
- Create an Invoice
- Client Invoice - View, Print or Email
- Invoice Group Appointments
- Assign Billing Provider on Invoice
- Edit or Delete an Invoice
- Change Place of Service on Client Invoice
Client Billing Statements & Superbills
Accept Client Payment
- Accept Invoice Payments & Co-Payments
- Accept Insurance Payment
- Edit a Payment
- Delete a Payment from Client Ledger
- Remove Payment from an Invoice
- Change Payment Responsibility on an Invoice
Accept Credit Card Payment
Billing
Billing Documents
Billing FAQs
- Alert: The Refunded Payment is Immutable
- Add an Invoice Item Button is Disabled
- Preferred Name Not Printing on Billing Documentation
- The Payment Number Entered is a Duplicate and Has Been Saved to Other Payment(s)
- What does the Green "Billed" Tag on the Calendar Mean?
- Wrong "Send Payments To" Address is Printing on Billing Documents