Configuring Billing Setup in Noterro

The billing setup in Noterro is straightforward to configure. Through the Billing Setup page, you can seamlessly connect with one of our two supported payment processors: Square or Shift4 (formerly Worldline/Bambora).

Generating Invoices

Invoices in Noterro can be effortlessly generated using the Add New function in the header. Additionally, invoices can be created directly from an appointment, patient profile, or other common points within the platform. Noterro allows you to accept multiple payment methods, and invoices can be printed, downloaded, or emailed to ensure seamless transactions.

Managing Financial Data

The dedicated Billing page is designed to organize your financial data efficiently. It includes sections for:

• Invoices
• Transactions
• Packages
• Memberships

There is also a comprehensive Insurance section specifically for managing claims, providing further support for your clinic's financial operations.

Tracking and Analysis with Reports

To assist with tracking and analysis, the Reports section offers a variety of billing-related reports, including:

• Account credits
• Accounts receivable
• Invoice and transaction reports
• Customizable sales reports

These tools provide you with a clear and streamlined view of your clinic’s financials, empowering you to make informed decisions with confidence.