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Invoices & Claims
Create invoices, manage insurance claims, and track payments.
11 articles
Guides
Articles in this topic
01
Invoices Overview
Track every invoice across your practice, from draft to paid.
02
Create an Invoice
Generate a new invoice from the billing page or directly from a client profile.
03
Invoice Line Items
Add services, custom charges, or discounts as line items on an invoice.
04
AutoPay
Charge a client's saved card for their invoices automatically, and see why an invoice was or wasn't charged.
05
Gift Cards
Sell gift cards online or issue them at the desk, and redeem them against invoices.
06
Sell packages and memberships
Prepaid visits: one-time packages and monthly memberships, sold online or at the desk, renewed on a card the client authorises.
07
How credits apply to bookings
When a package or membership pays for a visit, online and at the desk, and what happens on cancellations and no-shows.
08
Insurance Claims
Manage claims for client sessions with CPT and ICD-10 codes.
09
Create a Claim
Build an insurance claim for a client session with the right codes.
10
CPT & ICD-10 Codes
Procedure codes describe what you did; diagnosis codes describe why.
11
Insurance Payers
Manage the insurance providers you bill and verify client coverage.