insurance invoice
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How do I create an invoice for a patient with insurance who has paid me the copay but I am awaiting the payment by insurance company?

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    Gillian

    Hi Joanna, I'd be happy to help with your question. To create an invoice reflecting that the client has paid their copay, simply visit the client's Overview page, then their Billing tab. Then, click +Create > Invoice to create an invoice showing their payment of the copay. 

    Hi Joanna, I'd be happy to help with your question. To create an invoice reflecting that the client has paid their copay, simply visit the client's Overview page, then their Billing tab. Then, click +Create > Invoice to create an invoice showing their payment of the copay.