Invoices
Creating, editing, refunding, and managing patient invoices and payments.
By Tasha and 5 others6 authors41 articles
- Video: Create a Patient Invoice
- Create and Issue Invoices
- Use the Add Charge Button to Create a One-Off Charge
- Create a Single Prorated Membership Invoice
- Membership Savings Banner
- How do I edit the membership charge name and description on invoices?
- How to Use the Charge Importer
- Print Patient Invoice Summary
- Add a Charge to a Patient or Employer
- Cancel a Scheduled Payment
- Disable Autopay for Patients Paying by Check/Cash
- Prorate a Membership Invoice
- Change the Payer on an Invoice
- Revise an Invoice
- Process Invoices
- Void a Patient Invoice
- Edit an Issued Invoice
- Mark An Invoice As Bad Debt
- Why does this invoice say 'clearing'?
- Is there an easy way to print mailing labels?
- Can I stop an ACH (bank transfer) payment from processing?
- How To Issue A Membership Invoice In Advance Of Due Date
- Add a One-Time Charge for a Patient
- How Do I Mark an Invoice as Paid by Check/Cash?
- Email or Print a Patient Invoice
- Schedule Payment on an Issued Invoice
- Invoice Payment Statuses & Payment History
- How to Create a Superbill
- Delete a Patient Invoice
- Bulk Process Payments on the Patient Invoice Report
- Failed Charge Retry Schedule & Notification Schedule
- Quick Checkout (Beta)
- Charge Item Documents
- Fees for Refunded Payments
- Record an External Refund
- Why can't I refund this charge?
- Refund a Payment on an Invoice
- Fully Refund and Void an Invoice
- Issue a Partial Refund on an Invoice
- Issue a Refund and Return the Item to Inventory
- Refund an Invoice and Reprocess the Invoice to a Different Payment Source