Payments

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22 articles in this collection
Written by Eli Nemzer
Payments Dashboard

Cancel an invoice you have sent to a patient

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Written by Eli Nemzer
Updated over a week ago

Add a note to a transaction

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Written by Eli Nemzer
Updated over a week ago

Refund a transaction in full or in part

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Written by Eli Nemzer
Updated over a week ago

Contact a patient by email or text about a payment

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Written by Eli Nemzer
Updated over a week ago

Cancel a patient's payment plan

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Written by Eli Nemzer
Updated over a week ago

Update a payment method on a patient's payment plan

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Written by Eli Nemzer
Updated over a week ago

Understanding the Outstanding Revenue View in dashboard

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Written by Eli Nemzer
Updated over a week ago

Understanding the Scheduled Revenue view in dashboard

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Written by Eli Nemzer
Updated over a week ago

Understanding the Realized Revenue View in dashboard

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Written by Eli Nemzer
Updated over a week ago

Multi-location Users: How to change the current location you are processing payments from

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Written by Eli Nemzer
Updated over a week ago

How to filter transactions by date in the payments dashboard

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Written by Eli Nemzer
Updated over a week ago

Multi-location Users: How to filter transactions by practice location in your payments dashboard

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Written by Eli Nemzer
Updated over a week ago

Create a payment plan for a patient

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Written by Eli Nemzer
Updated over a week ago

Send an invoice to a patient via email and text

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Written by Eli Nemzer
Updated over a week ago

Process a Single Transaction

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Written by Eli Nemzer
Updated over a week ago