Invoices & Payments
- Invoice Overview
- Creating an invoice
- Deposits, due dates and installments
- Recording a payment for an invoice
- Refunding a Payment
- Accepting HSA/FSA Funds
- Invoice Installments
- Creating Services & Packages
- Creating & Adding Note Templates to Invoices
- Creating a $0 Invoice
- Changing your currency type
- Accepting payments with Doulado
- Stripe- Changing Accounts
- Business Information on an Invoice
- Tax Prep- Exporting your Data
- Invoice Visibility
- Linking your Visit Log to Paid Services
- First Stripe payout
- Verify your Bank Account