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Line drawing for the Billing and payments topic

Issuing a statement or a superbill

Assemble a statement of what a client owes, or a superbill they can hand to their health plan, over a period.

Who this is for: Biller, Practice manager, Practice administrator

A statement says what a client owes your practice. A superbill is an itemised receipt they hand to their health plan.

Assemble the draft

  1. On Payments, select Statements & superbills, then New document.
  2. Under What kind, choose a statement or a superbill, and under For whom, choose the client.
    The new document panel with the kind, the client and the period chosen.
  3. Under Covering, choose Last month, Last 3 months, This year, Since their last document or Custom with a From and To.
  4. Select Assemble the draft. Weft builds it from the sessions, codes and payments already recorded in that period.

Check it and issue it

  1. Read the draft. Anything still missing is listed, and issuing waits until it is resolved.
  2. Select the button that reads Issue this followed by the kind of document. The figures, codes and practice details are fixed as they stand.
  3. Print it or save it as a PDF and give it to the client. A client with portal access can also read it there.

Note: Weft sends nothing when you issue. To put an issued document right, select Correct this document…, which starts a new one that replaces it.

Last checked against Weft on 07 Oct 2026. Something on your screen reads differently? Tell us at support@weftary.com.