13 articles
Configure Automatic Invoice CreationEnable or Disable the automatic creation of invoices when appointments are booked
Credit Payments to InvoicesConnect payments to invoices and change the invoices payments are connected to
Creating a New InvoiceManually create an invoice
Viewing Invoice Statuses
Creating a New Payment
Sorting your payments
Updating your Bank Account Information
What is the Money Section
Viewing and Editing Invoices from a Client's Profile
How to share a superbill with a client
Refunding a paymentRefund a payment made by a client
Adding Tax to Your InvoicesAdd a tax percentage and tax label to all your invoices
Add Your Practice Details and Logo to InvoicesShow your license info, designations, logo and other details on your invoice