Billing
- How to Create Superbills Manually
- Advanced Billing Rules: Customize Modifiers, Rates, and Cancellations
- How to Require Service Selection When Scheduling Client Meetings
- How to edit location of services on the invoice
- How to Add Electronic Signature To Superbill
- How to Remove Service Location from Line Item in Invoice
- How to charge client before Office session (how to collect credit card payments before session starts in person/in office)
- Billing issues
- What does it mean under the Stripe tab when it asks "Is Required"?
- How to add credit card?
- Do you have any recommended billers?
- Can you allow NPI and Tax Id on superbill, but not on the invoie
- Income report (e.g. for tax)
- How to process payment using terminal?
- How to setup stripe terminal credit card terminal?
- How to enable PostMail integration?
- How to request payments at the time of booking (how your clients can pay upfront)
- How to add Signature Line to Superbill
- How to add footer to invoice, statement and superbill
- How to view write-off and discount reports
- How to collect and/or post partial payments from clients
- The toggle to charge a credit card on the invoice is not showing
- How to modify rates, units and CPT modifiers on the meeting?
- How to add a meeting to an existing invoice from schedule?
- The invoice shows paid but it has not been paid ( e.g. It shows that client paid for service but no transactions show on Stripe (I haven't received payments from Stripe)
- How to change service location on the invoice that is fully paid
- How to disable auto charge credit card (auto-paytment), auto invoicing, superbill and statement for certain clients
- How to enter location codes (service location and service location code)
- How to create billing statements?
- How to bill and invoice monthly