Billing

Update Client's Credit Card Information

How to update a client’s credit card information.

Billing

Changing Default Fee

If you have a client with a reduced fee, this is how to set that as the default fee for your services. 

Billing

Client Requesting Statement

How to send clients their statements.

Billing

Approve Clinician BiMonthly Invoices

Approve clinician bimonthly invoices.

Billing

Admin Time Tracking

Admin time tracking.

Billing

Statements and Superbills for Current Clients

Statements and superbills for current clients.

Billing

Delete Invoice and Correct Session Fee

Delete invoice and correct session fee.