All articles ← Knowledge Base Abandonment Tracking for Online Signup (Signup Attempts) Account Setup Adding a Dependent/Patient to a Membership Adding a Non-Member Payer on Online Signup Adding a One Time Charge for a Patient Adding a Patient Adding a Payment Source Adding a Social Security Number Adding a User Login Adding Additional Administrators to an Employer Adding an Employee/Dependent from the Employee Tab Adding an employer credit or one-off charge Adding and Applying Credits Adding and removing employees/dependents from an employer invoice Adding Charge Items or Discounts (Recurring or One-Time) to a Membership Archiving a Company Assigning a Custom Membership Rate Assigning or Changing a Provider for a Patient Auto Logout Autopay for Employers Bank Account Verification Via Test Deposits Billed Revenue Report Can I stop an ACH (bank transfer) payment from processing? Changing Default Membership Plan Changing Membership Payment Due Date Changing the Bank Account For Your Practice's Deposits Changing the Payer on an Invoice Changing User to Admin or Non-Admin Charges, Charge Items, Discounts, Inventory, and Charge Categories Configuring Lead Source Configuring Your Membership Rates and Billing Options Confirming a Membership Converting a Consumer Patient to an Employer Sponsored Membership Creating a Membership Creating a Patient Terms Agreement Link Creating a prorated membership invoice Creating and Issuing Invoices Creating Memberships Where The Payer Is Not A Patient Creating Multiple Pricing Plans Creating Sales Tax Profiles and Jurisdictions Customizing Notifications Cyph Integration Deleting a Patient (archive) Deleting or Replacing a Payment Method Deposit Report Disabling Autopay for Patients Paying by Check/Cash Discounts (negative charge items) Disputed Charge Downloading Employer Invoices Editing a Patient's Phone Number, Email, Address or Date of Birth Editing an Issued Invoice Elation Integration Emailing, printing or sending an invoice Employee Divisions Employer Account Setup Employer Invoice Settings Employer Invoices Report Employer Plans Employer Portal: Adding New Employees & Dependents Employer Portal: Setting up your account Employer Portal: Un-enrolling an Employee Employer Portal: Viewing and Paying Invoices Ending a Membership Four-Tier Pricing Group Membership Pricing Setup How Can I View a Statement of Credit Card/ACH/Hint Processing Fees? How do I download a report with patient email address? How do I edit the membership name and description on invoices? How Do I Mark an Invoice as Paid by Check/Cash? How Do I Override The Bank Account Verification? How Do I Resolve Elation Sync Errors? How Long Does It Take For An ACH Payment To Finish Clearing? How To Apply A Partial Refund How to I see my cash payments? How To Issue A Membership Invoice In Advance Of Due Date How to prevent a child from signing up for a membership without an adult How/When Do I Get Paid? Importing Membership Data Importing/Upload Patient Data Instant Bank Account Verification Process Invoice Payment Statuses & Payment History Invoice Revisions Iora Integration Is there an easy way to print mailing labels? Liberty Direct Transition Limit Online Signup by Zip Code Mailgun Integration Marking An Invoice As Bad Debt MDHQ Integration MDScripts Integration Membership Coupons Membership Reports Membership Statuses Merging a patient record (merge duplicate) Multiple Plans for Employers Notifications: Choosing Which Notifications Your Patients Receive Notifications: Choosing Which Notifications Your Practice Receives Notifications: Settings Overview Online Signup - From the Patient's Perspective Online Signup Form Online Signup Form for Multiple Pricing Plans Optional Payment Source Collection From Online Signup Orchestra One Integration Overriding Default Membership Rates Password Creation and Reset Patient IDs Patient Invoices Report Patient Statuses Paying Invoices Payment Source Statuses Explained Print/Email Patient Payment Summary (Invoice Summary) Prorating an Invoice Received Payments Report Refunding a Payment on a Invoice Reissuing a Membership Invoice whose due date has already passed (back billing) Removing a Patient from a Membership Removing The Primary Patient From A Membership Requesting Payment Info From Patients Sales Tax Reporting Salesforce Integration Scheduling Payment on an Issued Invoice Setting a contract length Setting Provider Panel Size Limits Setting up Invoicing Ahead of Time Spruce Health Integration Toggling Between Multiple Hint Accounts Turning On/Off Payment Options (American Express, ACH) Twine Integration Twistle Integration Uploading a roster of employees User Controls Viewing Emails a Patient has Recieved Voiding an invoice Why Are Some of My Deposits Slightly Off? Why can't I refund this charge? Why does this invoice say 'clearing'?