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Public Knowledge Base

Invoices and Payments

Invoices and Payments

Learn about invoices, payments, receipts and statements.

Automatic Statement Generation and Sending

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

Managing Payment Methods

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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)

Client Authorizations

Checking Insurance Eligibility (US-only)

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