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Billing
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Billing
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START WITH THE TUTORIAL ON BILLING. Learn how to create Pricebooks & Custom Pricelists; the ins and outs of invoicing, payments, & statements; how to create a credit or debit memo; how to view balances; and more!
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Billing
Creating a debit memo
Customizing Pricebooks and Pricelists
Creating a credit
Changing or editing invoice or statement email templates
How to charge sales tax
Topics covered in the Billing e-learning tutorial
Price Management
Creating Default Discounts & Shipping Charges in Pricebooks/Client Pricelists
Creating a Pricebook
Price management: an overview
Balances and Finance Charges
Applying finance charges to aging balances
Viewing credit balances
Detailed summary report of aging balances
Materials Management
Using materials management
Payments
Setting up your Stripe Account
Applying a credit
Deleting a payment
Viewing client payment reports
Creating a payment
Adding a credit or debit card
See all 18 articles
Invoicing
Changing the bill and due date of an invoice
Where to buy perforated invoice paper
Deleting an invoice
Creating invoices 3 different ways
Invoice Creation page
Creating an invoice adjustment
See all 14 articles
Statements
Creating a monthly statement
Rolling back a statement
Choose from 6 different monthly statement formats
Changing the statement due date
Creating default statement messages
Printing patient statement of manufacture
See all 7 articles
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