Public Knowledge Base
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Invoices and Payments
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Introduction to Power Diary Calendar
Account Management
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Your Account Management
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Practice Operations Manual
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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
Zoom Telehealth Basic and Pro
Telehealth Lite and Plus+
Reports
FAQs and Troubleshooting
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Troubleshooting
Integrations
Google Calendar
Outlook Calendar
Medicare (AUS only)
DVA (AUS only)
MailChimp
Tyro (AUS only)
Stripe
Xero
Physitrack
Clearinghouse (US-only)
Support News and Announcements
SPAM Email Issue 25 Aug 2024
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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
Zoom Telehealth Basic and Pro
Telehealth Lite and Plus+
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
Clearinghouse (US-only)
Support News and Announcements
SPAM Email Issue 25 Aug 2024
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
See more
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
See more
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
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)
Client Authorizations
See more