Invoicing: Basics
- Creating an invoice
- Adding Other Fees to Invoices
- Adding a Tip to an Invoice
- How to Add Services to an Invoice
- Adding a Practitioner to an Invoice
- Adding a Treatment Date to an Invoice
Invoicing: Advanced
- Voiding Amounts vs. Deleting Invoices
- Adding a Cancellation Fee to an Invoice
- Transferring Credit from one Patient Account to Another
- Alternative Billing Name on Invoices
- Add More Than One Payment Type to an Invoice
- Add Multiple Services to One Invoice
Patient/Client Account
Discounts & Refunds
Packages & Memberships
- Adding a Package or Membership to a Patient Profile
- Redeeming a Package or Membership
- Package & Membership Online Booking Redemption
- Cancelling a Package or Membership
- Deleting a Package or Membership
- Create an Insurance-Friendly Package
Payment Tips
- Refunding an Appointment Deposit
- Billing for No Shows
- Gift Certificates
- Issuing a Duplicate Receipt
- Partially Paying Invoices
- Paying an Invoice from Account Credit
Square
- Understanding Square Error Codes
- Invoice Transaction will not Connect with Square Reader
- No Access to Square Settings when using the Square Terminal with Noterro
- Selling or Recharging Gift Cards Using the Square Terminal
- Cancelling a Square Transaction Using the Terminal
- Refunding a Square Payment In Noterro
Bambora
Troubleshooting Billing
- Correcting $0.01 Over & Underpayments
- Error Message when Trying to Add a Credit Card in Online Booking
- Deleting a Service on a Paid Invoice
- Deleting a Transaction
- Editing the Payment Method on a Paid Invoice
- Editing the Practitioner on a Paid Invoice