Invoicing: Basics
- How to Edit an Invoice Payment Date
- How to Update the Email Address on Your Invoices
- How to Use Different Phone Numbers for Different Invoices
- How to Record a Standalone Tip
- Add or Update Your Registration Number to Invoices
- How to Send Multiple Invoices at the Same Time
Invoicing: Advanced
- How to Bill a Facility or Company Using Noterro
- How to Set Up Pro Bono Services in Noterro
- How to Update the Invoice Footer with a Custom Message in Noterro
- Voiding Amounts vs. Deleting Invoices
- Adding a Cancellation Fee to an Invoice
- Transferring Credit from one Patient Account to Another
Patient/Client Account
Discounts & Refunds
- How to Create a Discount Code in Noterro
- How to Create Promo Codes?
- How to Manage Senior Discounts in Noterro
- Can Patients Use Discount or Promo Codes During Booking?
- Refunding an Appointment Deposit
- Creating and Applying Discounts
Packages & Memberships
- Is There a Report for Unused Membership Sessions?
- Is There a Report for Package Balances?
- Adding a Package or Membership to a Patient Profile
- Redeeming a Package or Membership
- Package & Membership Online Booking Redemption
- Cancelling a Package or Membership
Payment Tips
Square
- Why is a payment made via Square not showing as paid in Noterro?
- Accepting HSA/FSA Payments with Square
- Managing Credit Card Accessibility for Multiple Patient Profiles
- Understanding Square Error Codes
- Resolving Transaction Issues between Noterro and Square on Android Devices
- No Access to Square Settings when using the Square Terminal with Noterro
Shift4 (formerly Worldline/Bambora)
Troubleshooting Billing
- Invoice for Family
- How can I hide my address from showing on invoices?
- Is there a Report that Separates Tips from Regular Payments?
- How to Include Client Date of Birth and Address on Invoices and Receipts
- Correcting $0.01 Over & Underpayments
- Error Message when Trying to Add a Credit Card in Online Booking