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Invoices and Payments
Learn about invoices, payments, receipts and statements.
Services and Products
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 Without Appointment
Session Packs
Payments
- Adding and Managing Payments
- Applying Client Discount
- Paying Invoices Using Statement Numbers
- Managing Payment Methods
- Taking Prepayments, Bulk Payments and Allocating to Invoices
- Requiring Payment for Appointments
- How Can I Transfer a Payment Between Invoices and Clients?
- Processing Credit Card Payments
- Sending Links to Pay Invoices Online
Statements and Superbills
Insurance Management (US-only)
- Creating a CMS-1500 form (US-only)
- Claim Submission and Payment Process (US-only)
- Adding Insurance Information (US-only)
- Getting Started With Insurance Claiming (US)
- Preparing for Claiming (US-only)
- Automatic Monthly Superbills (US-only)
- Populating the Claim Information (US-only)
- Adding Insurer Payments (US-only)
- Checking Insurance Eligibility (US-only)
- Client Authorizations (US-only)