Public Knowledge Base
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Invoices and Payments
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Basic Setup
Introduction to Power Diary Calendar
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Managing Referrers
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Managing Power Diary Calendars
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Marketing Tools
Practice Operations Manual
Team Training
Moving to Power Diary
Appointments and Reminders
Appointments
Appointment Reminders
Client Notes, Forms and Files
Client Notes
Online Forms
Client Files
Communication
Invoices and Payments
Services and Products
Session Packs
Invoices
Payments
Statements and Superbills
Insurance Management (US-only)
Automations
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Telehealth
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FAQs and Troubleshooting
FAQs and ProTips
Troubleshooting
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Google Calendar
Outlook Calendar
Medicare (AUS only)
DVA (AUS only)
MailChimp
Tyro (AUS only)
Stripe
Xero
Physitrack
Support News and Announcements
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Public Knowledge Base
Invoices and Payments
Getting started
Basic Setup
Introduction to Power Diary Calendar
Account Management
Accessing Power Diary
Your Account Management
Subscription and Billing
Exporting Your Data
Practice Administration
Managing Clients
Managing Referrers
Practitioners and Users
Practitioners Availability and Locations
Managing Power Diary Calendars
Rooms and Resources
Marketing Tools
Practice Operations Manual
Team Training
Moving to Power Diary
Appointments and Reminders
Appointments
Appointment Reminders
Client Notes, Forms and Files
Client Notes
Online Forms
Client Files
Communication
Invoices and Payments
Services and Products
Session Packs
Invoices
Payments
Statements and Superbills
Insurance Management (US-only)
Automations
Client Portal
Telehealth
Reports
FAQs and Troubleshooting
FAQs and ProTips
Troubleshooting
Integrations
Google Calendar
Outlook Calendar
Medicare (AUS only)
DVA (AUS only)
MailChimp
Tyro (AUS only)
Stripe
Xero
Physitrack
Support News and Announcements
Invoices and Payments
Learn about invoices, payments, receipts and statements.
Services and Products
Adding and Editing Services
Using Default Services for Group Appointments
Adding and Editing Products
Memberships
Selling and Redeeming Gift Vouchers
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Session Packs
Setting Up Session Pack Templates
Using Session Packs
Managing Prepaid Session Packs
Invoices
Creating, Editing, Printing and Emailing Invoices
Customising Your Invoices/Receipts
Setting Your Invoice Numbers
Adding Business Registration Number to Invoices
Making a Sale with no Appointment
Quick Reference Guide to Invoice Fields
Insurers and Provider Numbers
Managing Invoice Due Dates
Setting Up and Using Taxes
Invoicing to a Contact
Invoicing to a Third Party
Invoicing Private Health Insurance Companies
Refunding An Invoice
Emailing Invoices and Receipts to Your Payees
Using Power Diary for NDIS Billing (AU-only)
Adding an NDIS Insurer Type
Adding NDIS Participant Information
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Payments
Applying Client Discount
Processing Credit Card Payments through Power Diary
Sending Links to Pay Invoices Online
Requiring Payment for Appointments
Paying Invoices Using Statement Numbers
How Can I Transfer an Erroneous Payment Between Clients?
Taking Prepayments, Bulk Payments and Allocating to Invoices
Adding and Managing Payments
Adding or Removing Payment Methods
See more
Statements and Superbills
Creating Statements Billed to Third Parties
Creating Superbills (US-only)
Creating Statements Billed to Clients
Insurance Management (US-only)
Adding Insurer Payments (US-only)
Adding Insurance Information (US-only)
Preparing for Claiming (US-only)
Populating the Claim Information (US-only)
Creating a CMS-1500 form (US-only)
Automatic Monthly Superbills (US-only)
Getting Started With Insurance Claiming (US)
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