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Invoicing & Billing

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

  • 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
  • Using Multiple Payment Providers
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