Payments

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27 articles in this collection
Written by William Brandham, Elena, and Sofija

How to make a Statement of all payment information from a patient

statement
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Written by Sofija
Updated over a week ago

Editing a Transaction

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Written by William Brandham
Updated over a week ago

Voiding a Transaction

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Written by William Brandham
Updated over a week ago

Refunding a Transaction

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Written by William Brandham
Updated over a week ago

Processing a Walk-In Sale

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Written by William Brandham
Updated over a week ago

Voiding a Package

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Written by William Brandham
Updated over a week ago

Processing a Consumable

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Written by William Brandham
Updated over a week ago

Splitting a Bill

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Written by William Brandham
Updated over a week ago

Creating a Discount

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Written by William Brandham
Updated over a week ago

Adding Payment Types

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Written by William Brandham
Updated over a week ago

Creating an Open Invoice

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Written by William Brandham
Updated over a week ago

Selling a Package

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Written by William Brandham
Updated over a week ago

Applying Package Credit

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Written by William Brandham
Updated over a week ago

Setting up Taxes

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Written by William Brandham
Updated over a week ago

Taking a Deposit

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Written by William Brandham
Updated over a week ago

Setting up Taxes

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Written by William Brandham
Updated over a week ago

Setting up Deposits

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Written by William Brandham
Updated over a week ago

Paying (closing) an Invoice

Please follow this guide if you have a client who has left an open invoice.
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Written by William Brandham
Updated over a week ago

Taking a Payment via Stripe

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Written by William Brandham
Updated over a week ago

Transactions

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Written by William Brandham
Updated over a week ago

Accrual vs. cash vs. combined accounting

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Written by William Brandham
Updated over a week ago

Raising a Credit Note

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Written by William Brandham
Updated over a week ago

Adding Insurance Remittances (Bulk Payments)

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Written by William Brandham
Updated over a week ago

Setup Tiered Pricing

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Written by William Brandham
Updated over a week ago

Taking Deposits (Stripe)

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Written by William Brandham
Updated over a week ago

How to Hide Prices on your online booking portal

online booking prices
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Written by William Brandham
Updated over a week ago

Insurances and Contracts Basics

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Written by Elena
Updated over a week ago