Financial
- Alternative Billing Name on Invoices
- Processing a Square Payment on an Invoice
- Add a Tip to an Invoice
- Adding a Practitioner to an Invoice
- Adding Services to an Invoice
- Adding a Treatment Date to an Invoice
- Add Credit Card to Patient's / Client's Account
- Adding Credit to a Patient's / Client's Account
- Adding Fees to Invoices
- Adding Payment Method
- Add More Than One Payment Type to an Invoice
- Add Multiple Services to One Invoice
- Applying a Refund
- Billing for No Shows
- Cannot Select "Swipe, Tap or Insert Card" for Square on an iPad or iPhone
- Creating an invoice
- Delete Credit Card from Patient/Client's Account
- Deleting an Invoice
- Deleting or Disabling a Payment Method
- Deleting a Service on an Invoice that Has Already Been Paid
- Deleting a Transaction
- Downloading an Invoice
- Editing the Payment Method on a Paid Invoice
- Editing Payment Methods
- Editing the Practitioner on an Invoice that Has Already Been Paid
- Editing Service Fees
- Editing the Treatment Date on a Invoice that Has Already Been Paid
- Editing a Transaction
- Emailing an Invoice
- Export Invoices to Xero