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Invoicing & Billing

Invoices, payment processing, superbills, claims integration, and more.

  • How Clients can Sign up for a Subscription or Membership
  • How to Create Superbills
  • How to Edit an Invoice
  • How to Process/Record a Copayment
  • How to Setup Taxes
  • Importing Diagnosis Codes
  • Importing Procedure Codes (CPT)
  • Importing Products
  • IntakeQ Invoice API
  • Introduction to Invoicing
  • Invoice Expiration Settings
  • Managing a Client's Credit Cards
  • Manual Invoice Payments
  • Manually Adding Discounts to Invoices
  • Office Ally Integration (Electronic Claims)
  • Sending Invoices to Clients
  • Sending Payment Receipts to Your Clients
  • Setting Up Recurring Payments
  • Square Credit Card Reader Integration
  • Superbills for Appointment Packages
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Categories

  • Getting Started
  • Intake Forms
  • Clients
  • Appointment Management
  • Invoicing & Billing
  • Secure Client Portal
  • Telehealth
  • Account & Subscriptions
  • Frequently Asked Questions
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