Financials
How to Navigate the Financials Tab in the Patient Profile
How to Create and Manage a Superbill
Appointment-Associated vs. One-Off Invoices
How to Delete Incorrect Invoices
How to Add Services from Line Items Tab to an Existing Invoice
How to Submit a Chargeback / Refund a Patient
How to Create and Apply Positive Credit
How to Split Payments in Clerk
How to Bulk Write Off Invoices
How to Set Up and Manage Installment Payments
How to Create and Manage Subscriptions
How to Apply a Discount
Payment Processing Application Tips