Invoices

Tasha Demkiw avatar Nora Goldfield avatar Louise McGregor avatar
26 articles in this collection
Written by Tasha Demkiw, Nora Goldfield, and Louise McGregor

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
Louise McGregor avatar
Written by Louise McGregor
Updated over a week ago

Creating a Prorated Membership Invoice

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Written by Nora Goldfield
Updated over a week ago

Disabling Autopay for Patients Paying by Check/Cash

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Written by Tasha Demkiw
Updated over a week ago

Refunding a Payment on an Invoice

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Written by Tasha Demkiw
Updated over a week ago

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

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Written by Tasha Demkiw
Updated over a week ago

Print/Email Patient Payment Summary (Invoice Summary)

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Written by Tasha Demkiw
Updated over a week ago

Prorating an Invoice

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Written by Tasha Demkiw
Updated over a week ago

Changing the Payer on an Invoice

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Written by Tasha Demkiw
Updated over a week ago

Discounts (negative charge items)

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Written by Tasha Demkiw
Updated over a week ago

Invoice Revisions

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Written by Tasha Demkiw
Updated over a week ago

How To Apply A Partial Refund

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Written by Tasha Demkiw
Updated over a week ago

Voiding an invoice

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Written by Tasha Demkiw
Updated over a week ago

Editing an Issued Invoice

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Written by Tasha Demkiw
Updated over a week ago

Marking An Invoice As Bad Debt

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Written by Tasha Demkiw
Updated over a week ago

Why does this invoice say 'clearing'?

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Written by Tasha Demkiw
Updated over a week ago

Paying Invoices

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Written by Tasha Demkiw
Updated over a week ago

Why can't I refund this charge?

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Written by Tasha Demkiw
Updated over a week ago

Is there an easy way to print mailing labels?

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Written by Tasha Demkiw
Updated over a week ago

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

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Written by Tasha Demkiw
Updated over a week ago

How To Issue A Membership Invoice In Advance Of Due Date

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Written by Tasha Demkiw
Updated over a week ago

Adding a One Time Charge for a Patient

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Written by Tasha Demkiw
Updated over a week ago

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

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Written by Tasha Demkiw
Updated over a week ago

Emailing, printing or sending an invoice

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Written by Tasha Demkiw
Updated over a week ago

Creating and Issuing Invoices

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Written by Tasha Demkiw
Updated over a week ago

Scheduling Payment on an Issued Invoice

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Written by Tasha Demkiw
Updated over a week ago

Invoice Payment Statuses & Payment History

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Written by Tasha Demkiw
Updated over a week ago