New Invoices populating with zero balance for item lineAnswered
My invoices are all populating with a zero balance and zero charge for services when they are set up to charge $100 per session. I can't make it populate the price even though it is set to the correct fee in the services section??
Hi Terri and Tracy, I'd be happy to help with this. Apologies for my delayed response. Tracy, I was unable to find a Help request from you for our team - let me know if you'd like me to create one for you.
When you bill a client who is set as Insurance Pay, unless you have entered a copay for that client, the invoices will populate with a zero dollar amount owed because the insurance payer is assumed to be responsible for 100% of the billing.
If you know your client's copay, you can enter this by first navigating to the client Overview page. From there click Edit> Billing and Insurance and scroll down to where it says Insurance Information. You will then be able to enter the amount of the client's copay or deductible, making sure to click Save at the bottom of the page when you are finished.
The new client owed copay amount will only appear on future scheduled appointments. To go back and adjust these for past appointments, you can follow these steps:
- Navigate to the client's Overview page.
- Click Billing, next to Overview, to go to the client's Billing page.
- Hover over the appointment, and click Edit.
- Enter the amount in the Client owes box.
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