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Adding an Employer Credit or One-off Charge
Adding an Employer Credit or One-off Charge

Please note that access to this feature requires a subscription to our Growth tier. You can inquire by contacting

Ashley Lawrence avatar
Written by Ashley Lawrence
Updated over a week ago

Please note that you cannot add a charge or credit to a fully paid invoice.

To adjust the total on an employer's upcoming invoice:

  1. Navigate to the employer section

  2. Click on the employer's account

  3. Click on Invoices

  4. Navigate to the most recent invoice

  5. Click '+ Add Charge or Adjustment'

  6. You can select one of your preconfigured charge items or type in anything you want

  7. If you are selecting a preconfigured charge, the charge category, description, and amount will automatically populate. Otherwise, you can set these fields yourself as you enter the charge/credit.

  8. The date of the charge will default to today's date, but you can adjust that to whatever date you'd like

  9. You can also assign the charge to a specific patient, provider, or location or you can leave those all blank

  10. If you are adding a credit make sure to put a negative sign before the amount ex: -50

  11. When everything looks good, select 'Add Charge'


To add an incidental charge item?

  • Search for the charge item from your preconfigured list or manually enter the details of the charge. To add more than one, change the quantity field to auto-calculate the amount for a group of charges like flu shots or COVID tests.

How do I add credit?

  • Search for the negative charge item from your preconfigured list or manually enter the details of the credit with a negative (-) minus sign in front of the price (e.g. $-20).

As a note, by default, we hide full charge detail & patient names from the employer. For example, the employer would not be able to see which patient had a specific lab run. If you want the patient details for one-off charges exposed to the employer, you can change this setting under 'Invoice Settings.'

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