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Marked as PAID without invoice or superbill?

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3 comments

  • Sara

    Hi Shanna,

    The only way to remove the Unpaid notification that you are seeing is to create an invoice for each appointment. If there is no invoice for a payment to go towards, that payment becomes a credit until the invoice is created for the appointment. If you would like to remove the Unpaid notification and credit from a client's account, you will need to generate invoices for all clients and all of their appointments. Keep in mind that just because you create an invoice doesn't mean that the invoice is sent to the client.

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  • Shanna Monahan

    How do I keep from sending invoices to them?

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  • Sara

    Hi Shanna,

    The settings for sending invoices to clients is automatically turned off for clients. To make sure this setting is turned off for a client, you can go to the client's Overview page > Edit > Billing and Insurance > Email Billing Notifications > None. If this setting is set as None, client's will never be notified about invoices being created for them.

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