Invoicing & Billing
Invoices, payment processing, superbills, claims integration, and more.
- Exporting Invoices to CSV
- 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
- Sending Invoices to Clients
- Sending Payment Receipts to Your Clients
- Setting Up Recurring Payments
- Square Credit Card Reader Integration
- Superbills for Appointment Packages