Client Billing

Client Billing - Get Started

• Billing Setup
• What are Invoices, Statements, and Superbills?

Setup Credit Card Processing - Admin

• My Clients Plus Credit Card Processing Overview
• Enroll in Credit Card Processing
• Update Bank Account for Credit Card Processing
• Net Deposits: Understand Credit Card Deposits and Processing Fee Withdraws
• Reconcile Bank Statement with Credit Card Charges Report
• Credit Card Processing Rates

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

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Client Billing Statements & Superbills

• Client Billing Statement - Create, Print or Email
• Superbill - Create, Print or Email
• Superbill for Multiple Dates of Service - Create, Print or Email

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

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Accept Credit Card Payment

• Accept Credit Cards in My Clients Plus
• Request Payment via Client Portal
• Send a 1-Time Payment Link
• Add & Store Multiple Credit Cards in My Clients Plus
• Void a Credit Card Payment

Billing

• View Client Payment History & Print Payment Receipts
• Apply an Unapplied Payment/Credit to an Invoice
• Find Unbilled Appointments
• Process Negative & Zero Dollar Payouts
• Bill for No Shows
• Make Changes to a Fully Paid Invoice

Billing Documents

• What does "In Progress" on the Client Ledger Mean?
• Fully Paid Invoice Still Shows "In Progress" on the Ledger

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

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Credit Card Processing FAQs

• What is a Chargeback?
• Why was my Client's Credit Card Payment Declined?
• What does a Return on my Merchant Account mean?
• CVV Field Missing When Storing Credit Cards in My Clients Plus
• What types of Credit Cards does My Clients Plus accept?
• FAQ's - IRS: 1099 Form