Invoicing & Billing
Invoices, payment processing, superbills, claims integration, and more.
- Capturing Credit Cards with Consent Forms
- How to Create Superbills
- Introduction to Invoicing
- What Payment Providers Does IntakeQ Support?
- Managing a Client's Credit Cards
- Transitioning to the New Invoicing System
- Creating a Claim (CMS 1500 Form)
- Square Credit Card Reader Integration
- Setting Up Recurring Payments
- Sending Invoices to Clients
- Manual Invoice Payments
- Adding Products to Invoices
- Adding Payment Credit to Your Clients
- Accepting Gratuity Payments
- Adding Services to an Invoice Without an Appointment
- Importing Procedure Codes
- How to Edit an Invoice
- How to Setup Taxes
- Sending Payment Receipts to Your Clients
- How to Process/Record a Copayment