How to Navigate the Financials Tab in the Patient Profile
Appointment-Associated vs. One-Off Invoices
How to Create an Invoice
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 Split Payments in Clerk
How to Create and Apply Positive Credit
How to Add a Credit Card and Manage Cards on File
How to Create and Manage a Superbill
How to View and Manage Invoices
How to Edit and Update Invoice Options
How to Update Payment Options
How to Bulk Write Off Invoices
How to Set Up and Manage Installment Payments
How to Create and Manage Subscriptions
How to View the Balance Owed by a Patient
How to Create a Tax Rate
How to Apply a Discount
How to Create Discounts