Accounting

Billing

• How to create a tip
• How to Invoice without an Appointment 🎥
• How to Invoice and Pay for an Appointment 🎥
• How to Void Transactions and Gift Cards 🎥
• How to Pay an Invoice with Multiple Payment Types 🎥
• How to Refund Items & Reimburse Gift Cards and Credits

Third-Party Billing

• How to Invoice and Pay an Appointment with Insurance
• How to Pay an Invoice with Multiple Insurances 🎥

Receivables

• How to Pay an Invoice in Receivables
• How to Pay Multiple Invoices at Once 🎥
• How to Pay an Invoice using Invoice Search 🎥

Print Batching

• How to Consolidate Invoices and Create Print Batches 🎥

Credits

• How to view credits/gift cards
• How to add Credits to Patients
• How to create a credit (overpayment)when paying an Invoice
• How to Pay an invoice using a Credit
• How to Refund a Credit 🎥

Gift Cards

• How to Create a Gift Card 🎥
• How to Redeem a Gift Card
• How to Reimburse or Void a Gift Card
• How to set a used Gift Card as Paid

Payables

• How to Create and Pay Payables 🎥

Commissions

• How to Manage and Pay Commissions

Purchase Orders & Inventory

• How to Manage Purchase Orders 🎥
• How to Receive & Transfer Inventory