Invoicing & Billing
Invoices, payment processing, superbills, claims integration, and more.
- Accepting Gratuity Payments
- Adding Payment Credit to Your Clients
- Adding Products to Invoices
- Adding Services to an Invoice Without an Appointment
- Capturing Credit Cards with Consent Forms
- Claim Defaults for Clients
- Creating a Claim (CMS 1500 Form)
- Exporting Invoices to CSV
- How to Create Superbills
- How to Edit an Invoice
- How to Process/Record a Copayment
- How to Setup Taxes
- Importing Procedure Codes
- Introduction to Invoicing
- Invoice Expiration Settings
- Managing a Client's Credit Cards
- Manual Invoice Payments
- Office Ally Integration (Electronic Claims)
- Sending Invoices to Clients
- Sending Payment Receipts to Your Clients