Client Billing Basics
Learn about invoices, statements, and superbills--how to create them, and share them with your clients.
- ★ Setting up your billing and automations
- ★ What are invoices, statements, and superbills?
- ★ Creating invoices
- ★ Creating statements
- ★ Creating superbills
- ★ Adding a practice logo to documents
- ★ Billing at the appointment level
- Removing a diagnosis description on a superbill
- Adding a footer to private practice billing documents
- Exporting billing documents
- Exporting private practice billing data to Quickbooks or Excel