Invoices

Charge Routing

Charge routing allows your practice to add charge items to a patient or employer invoice directly from your patient list

Written by Alex Loeb
Updated over a week ago

Applying Partial Payment

Written by Alex Loeb
Updated over a week ago

How to Issue a Refund and Return an Item to Inventory

Written by Ashley Lawrence
Updated over a week ago

Video: Creating a patient invoice

Written by Ashley Lawrence
Updated over a week ago

Canceling a Scheduled Payment

If a payment is scheduled, or has failed previously and is set to keep retrying, you can stop all future attempts

Written by Tasha Demkiw
Updated over a week ago

Creating a Prorated Membership Invoice

Written by Nora Goldfield
Updated over a week ago

Disabling Autopay for Patients Paying by Check/Cash

Written by Tasha Demkiw
Updated over a week ago

Refunding a Payment on an Invoice

Written by Tasha Demkiw
Updated over a week ago

How do I edit the membership name and description on invoices?

Written by Tasha Demkiw
Updated over a week ago

Print/Email Patient Payment Summary (Invoice Summary)

Written by Tasha Demkiw
Updated over a week ago

Prorating an Invoice

Written by Tasha Demkiw
Updated over a week ago

Changing the Payer on an Invoice

Written by Tasha Demkiw
Updated over a week ago

Discounts (negative charge items)

Written by Tasha Demkiw
Updated over a week ago

Invoice Revisions

Written by Tasha Demkiw
Updated over a week ago

How To Apply a Partial Refund

Written by Tasha Demkiw
Updated over a week ago

Voiding an invoice

Written by Tasha Demkiw
Updated over a week ago

Editing an Issued Invoice

Written by Tasha Demkiw
Updated over a week ago

Marking An Invoice As Bad Debt

Written by Tasha Demkiw
Updated over a week ago

Why does this invoice say 'clearing'?

Written by Tasha Demkiw
Updated over a week ago

Paying Invoices

Written by Tasha Demkiw
Updated over a week ago

Why can't I refund this charge?

Written by Tasha Demkiw
Updated over a week ago

Is there an easy way to print mailing labels?

Written by Tasha Demkiw
Updated over a week ago

Can I stop an ACH (bank transfer) payment from processing?

Written by Tasha Demkiw
Updated over a week ago

How To Issue A Membership Invoice In Advance Of Due Date

Written by Tasha Demkiw
Updated over a week ago

Adding a One Time Charge for a Patient

Written by Tasha Demkiw
Updated over a week ago

How Do I Mark an Invoice as Paid by Check/Cash?

Written by Tasha Demkiw
Updated over a week ago

Emailing, printing or sending an invoice

Written by Tasha Demkiw
Updated over a week ago

Creating and Issuing Invoices

Written by Tasha Demkiw
Updated over a week ago

Scheduling Payment on an Issued Invoice

Written by Tasha Demkiw
Updated over a week ago

Invoice Payment Statuses & Payment History

Written by Tasha Demkiw
Updated over a week ago