Billing
- How do I set/edit/close/open/delete a Financial Period?
- Aging Reports
- How do I add tax to an invoice?
- How do I add/edit/disable/delete billing premiums for my clients?
- How do I trigger Medicaid Eligibility checks for my client?
- How do I cancel a payment?
- How do I set up/edit/delete invoice labels?
- How do I add/edit a billing contact on a service?
- How do I void an invoice?
- Statements
- Custom Journal Reasons
- Client Balance and Transactions
- Split Billing
- How do I define time-specific rules for Bill Codes?
- Funder Summary and Visit worksheet Pages
- Writeoffs
- Exporting your Subledger
- How do I set/edit/clear a custom pay code rate for a particular employee?
- How do I email an invoice with PayPal?
- Sub Ledger Overview: Invoice Status, Exporting to a General Ledger, Logging an Entry (Payment or a Credit Note)
- Invoicing Overview: Ad Hoc Invoicing
- Invoicing Overview: Billing Period Invoicing & Managing Billing Periods
- How do I set/edit/clear a custom bill code rate for a particular client?