Public 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
Session Packs
Invoices
Payments
Statements and Superbills
Insurance Management (US-only)
Automations
Client Portal
Telehealth
Zoom Telehealth
Telehealth Lite
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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Public 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
Session Packs
Invoices
Payments
Statements and Superbills
Insurance Management (US-only)
Automations
Client Portal
Telehealth
Zoom Telehealth
Telehealth Lite
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
Adding and Editing Services
Using Default Services for Group Appointments
Adding and Editing Products
Selling and Redeeming Gift Vouchers
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Session Packs
Managing Prepaid Session Packs
Setting Up Session Pack Templates
Using Session Packs
Invoices
Creating, Editing, Printing and Emailing Invoices
Invoicing Private Health Insurance Companies
Managing Invoice Due Dates
Setting Your Invoice Numbers
Adding Business Registration Number to Invoices
Managing NDIS Billing (AU-only)
Adding an NDIS Insurer Type
Quick Reference Guide to Invoice Fields
Making a Sale with no Appointment
Setting Up and Using Taxes
Emailing Invoices and Receipts to Your Payees
Invoicing to a Contact
Customising Your Invoices/Receipts
Refunding An Invoice
Invoicing to a Third Party
Adding NDIS Participant Information
Insurers and Provider Numbers
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Payments
Requiring Payment for Appointments
Processing Credit Card Payments
Managing Payment Methods
Adding and Managing Payments
Sending Links to Pay Invoices Online
Taking Prepayments, Bulk Payments and Allocating to Invoices
Paying Invoices Using Statement Numbers
Applying Client Discount
How Can I Transfer an Erroneous Payment Between Clients?
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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)
Claim Submission and Payment Process (US-only)
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