All Collections
Invoices
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
Invoice Revisions
Voiding an Invoice
Editing an Issued Invoice
Marking An Invoice As Bad Debt
Why does this invoice say 'clearing'?
Paying Invoices
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