Help
Billing
Bills and payments in the practice portal: what a visit costs, recording a cash or transfer payment and seeing what is still owed.
- Find an invoiceSee every invoice, newest first, with the money received today and what is still outstanding.
- Record a paymentRecord cash or a transfer a patient has paid against their invoice.
- Reverse a paymentReverse a payment that was recorded by mistake, with the reason, while the original stays on the invoice.
- Charge for a visitCreate an invoice from a visit and add charges from the practice's price list.
- Check payments set aside for a decisionSee payment reports that did not match what the practice asked for, which wait until somebody decides.
- Set your services and pricesKeep the price list Billing charges from, and add a new service with its price.
- Choose your money settingsRead how the practice records money, and choose who carries a payment provider's charge and how receipts are emailed.