Invoices and Payments
Learn about invoices, payments, receipts and statements.
- Customising Your Invoices/Receipts
- Quick Reference Guide to Invoice Fields
- Setting Your Invoice Numbers
- Setting Up and Using Taxes
- Using Diagnosis Codes
- Applying Client Discount
- Creating, Editing, Printing and Emailing Invoices
- Completing Appointments and Generating Invoices/Receipts
- Making a Sale with no Appointment
- Invoicing to a Contact
- Invoicing to a Third Party
- Invoicing Private Health Insurance Companies
- Insurers and Provider Numbers
- Emailing Invoices and Receipts to Your Payees
- Sending Links to Pay Invoices Online
- Creating Statements Billed to Clients
- Creating Statements Billed to Third Parties
- Creating Superbills (US-only)
- Refunding An Invoice
- How Can I Write Off an Invoice?