Cancel an invoice you have sent to a patient
Add a note to a transaction
Refund a transaction in full or in part
Contact a patient by email or text about a payment
Cancel a patient's payment plan
Update a payment method on a patient's payment plan
Understanding the Outstanding Revenue View in dashboard
Understanding the Scheduled Revenue view in dashboard
Understanding the Realized Revenue View in dashboard
Multi-location Users: How to change the current location you are processing payments from
How to filter transactions by date in the payments dashboard
Multi-location Users: How to filter transactions by practice location in your payments dashboard
Create a payment plan for a patient
Send an invoice to a patient via email and text
Process a Single Transaction