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Public Knowledge Base

Invoices and Payments

Invoices and Payments

Learn about invoices, payments, receipts and statements.

Services and Products

Using Default Services for Group Appointments

Adding and Editing Services

Memberships

Adding and Editing Products

Selling and Redeeming Gift Vouchers

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Session Packs

Setting Up Session Pack Templates

Managing Prepaid Session Packs

Using Session Packs

Invoices

Managing NDIS Billing (AU-only)

Adding an NDIS Insurer Type

Managing Invoice Due Dates

Quick Reference Guide to Invoice Fields

Making a Sale with no Appointment

Creating, Editing, Printing and Emailing Invoices

Invoicing Private Health Insurance Companies

Setting Up and Using Taxes

Emailing Invoices and Receipts to Your Payees

Invoicing to a Contact

Customising Your Invoices/Receipts

Refunding An Invoice

Setting Your Invoice Numbers

Invoicing to a Third Party

Adding Business Registration Number to Invoices

Adding NDIS Participant Information

Insurers and Provider Numbers

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Payments

Sending Links to Pay Invoices Online

Processing Credit Card Payments

Requiring Payment for Appointments

Taking Prepayments, Bulk Payments and Allocating to Invoices

Managing Payment Methods

Paying Invoices Using Statement Numbers

Applying Client Discount

How Can I Transfer an Erroneous Payment Between Clients?

Adding and Managing Payments

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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)

Getting Started With Insurance Claiming (US)

Preparing for Claiming (US-only)

Client Authorizations

Checking Insurance Eligibility (US-only)

Adding Insurance Information (US-only)

Adding Insurer Payments (US-only)

Populating the Claim Information (US-only)

Creating a CMS-1500 form (US-only)

Automatic Monthly Superbills (US-only)

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