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Invoicing & Billing

Invoices, payments, superbills, claims, and more!

  • Preventing Staff From Viewing Pricing in the System
  • Rebuilding Statement Balances
  • Resubmitting Rejected Claims
  • Sending Invoices to Clients
  • Sending Payment Receipts to Your Clients
  • Setting Up Recurring Payments
  • Square Credit Card Reader Integration
  • Superbills for Appointment Packages
  • Supported Payment Providers
  • Tracking Additional Insurance Payments
  • Tracking Claim and Appointment Balances
  • Tracking Insurance Payments
  • Transfer an Invoice to Another Practitioner
  • Transitioning to the New Invoicing System
  • Updating Service Prices for Scheduled Appointments
  • Using Multiple Payment Providers
  • Using Product Packages
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