Billing and payments
Card payments, invoices, taking and refunding payments, answering a card dispute, and issuing statements and superbills.
Articles
- Setting up card paymentsOpen your practice's account with the payment provider so you can take cards, and see what the provider still needs.
- Raising an invoiceCreate an invoice from a client's sessions or your practice's services, issue it, and delete it if it was wrong.
- Taking a paymentCharge a card on file or a new card, record cash or a cheque, or email a payment link, against one or more invoices.
- Refunding a paymentSend all or part of a payment back to the client.
- Answering a card disputeRead a client's dispute of a card payment and send the payment processor your answer before the deadline.
- Issuing a statement or a superbillAssemble a statement of what a client owes, or a superbill they can hand to their health plan, over a period.
- Reading your payments screenRead collections, unpaid balances, transactions, refunds and platform charges.
- Sending an invoice or payment link to a clientEmail an issued invoice or choose a payment link while adding a payment.