By Tasha and 4 others5 authors31 articles
Membership Savings Banner
Issue a Refund and Return the Item to Inventory
How to Use the Charge Importer
Using the New Charge button to create a one-off charge
Fully Refund and Void an Invoice
Adding a One Time Charge for a Patient or Employer
Applying Partial Payment
Issue a Partial Refund to an Invoice
Video: Creating a patient invoice
Canceling a Scheduled Payment
Create a Prorated Membership Invoice
Disabling Autopay for Patients Paying by Check/Cash
How do I edit the membership name and description on invoices?
Print/Email Patient Payment Summary (Invoice Summary)
Prorating a Membership Invoice
Changing the Payer on an Invoice
Voiding an Invoice
Editing an Issued Invoice
Marking An Invoice As Bad Debt
Why does this invoice say 'clearing'?
Why can't I refund this charge?
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
How Do I Mark an Invoice as Paid by Check/Cash?
Emailing, Printing or Sending an Invoice
Creating and Issuing Invoices
Schedule Payment on an Issued Invoice
Invoice Payment Statuses & Payment History