Zanda Knowledge Base
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Invoices and Payments
Getting Started
Basic Setup
Introduction to Zanda Calendar
Account Management
Your Account Management
Subscription and Billing
Exporting Your Data
Accessing Zanda
Practice Administration
Managing Clients
Managing Referrers
Practitioners and Users
Practitioners Availability and Locations
Rooms and Resources
Marketing Tools
Practice Operations Manual
Team Training
Managing Calendars
Moving to Zanda
Appointments and Reminders
Appointments
Appointment Reminders
Client Notes, Forms and Files
Client Notes
Online Forms
Client Files
Communication
Invoices and Payments
Services and Products
Invoices
Session Packs
Payments
Statements and Superbills
Insurance Management (US-only)
Automations
Client Portal
Telehealth
Zoom Telehealth
Reports
FAQs and Troubleshooting
FAQs and ProTips
Troubleshooting
Integrations
Google Calendar
Outlook Calendar
Medicare (AUS only)
DVA (AUS only)
MailChimp
Tyro (AUS only)
Stripe
Xero
Physitrack
Clearinghouse (US-only)
Support News and Announcements
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Zanda Knowledge Base
Invoices and Payments
Getting Started
Basic Setup
Introduction to Zanda Calendar
Account Management
Your Account Management
Subscription and Billing
Exporting Your Data
Accessing Zanda
Practice Administration
Managing Clients
Managing Referrers
Practitioners and Users
Practitioners Availability and Locations
Rooms and Resources
Marketing Tools
Practice Operations Manual
Team Training
Managing Calendars
Moving to Zanda
Appointments and Reminders
Appointments
Appointment Reminders
Client Notes, Forms and Files
Client Notes
Online Forms
Client Files
Communication
Invoices and Payments
Services and Products
Invoices
Session Packs
Payments
Statements and Superbills
Insurance Management (US-only)
Automations
Client Portal
Telehealth
Zoom Telehealth
Reports
FAQs and Troubleshooting
FAQs and ProTips
Troubleshooting
Integrations
Google Calendar
Outlook Calendar
Medicare (AUS only)
DVA (AUS only)
MailChimp
Tyro (AUS only)
Stripe
Xero
Physitrack
Clearinghouse (US-only)
Support News and Announcements
Invoices and Payments
Learn about invoices, payments, receipts and statements.
Services and Products
Memberships
Selling and Redeeming Gift Vouchers
Adding and Editing Products
Adding and Editing Services
Using Default Services for Group Appointments
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Invoices
Quick Reference Guide to Invoice Fields
Customising Your Invoices/Receipts
Managing Invoice Due Dates
Adding Business Registration Number to Invoices
Setting Up and Using Taxes
Setting Your Invoice Numbers
Creating, Editing, Printing and Emailing Invoices
Invoicing to a Third Party
Invoicing to a Contact
Sending Invoices and Receipts to Your Payees
Refunding An Invoice
Insurers and Provider Numbers
Managing NDIS Billing (AU-only)
Adding an NDIS Insurer Type
Adding NDIS Participant Information
Invoicing Private Health Insurance Companies
Making a Sale with no Appointment
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Session Packs
Using Session Packs
Setting Up Session Pack Templates
Managing Prepaid Session Packs
Payments
Applying Client Discount
Requiring Payment for Appointments
Taking Prepayments, Bulk Payments and Allocating to Invoices
How Can I Transfer a Payment Between Invoices and Clients?
Adding and Managing Payments
Sending Links to Pay Invoices Online
Processing Credit Card Payments
Managing Payment Methods
Paying Invoices Using Statement Numbers
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Statements and Superbills
Creating Superbills (US-only)
Creating Statements Billed to Third Parties
Creating Statements Billed to Clients
Automatic Statement Generation and Sending
Insurance Management (US-only)
Automatic Monthly Superbills (US-only)
Client Authorizations (US-only)
Populating the Claim Information (US-only)
Preparing for Claiming (US-only)
Creating a CMS-1500 form (US-only)
Getting Started With Insurance Claiming (US)
Checking Insurance Eligibility (US-only)
Adding Insurance Information (US-only)
Adding Insurer Payments (US-only)
Claim Submission and Payment Process (US-only)
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