Billing

In a normal billing workflow, invoices for a consultation are created from the Consultation screen (F5), paid for from the Payment screen (F6), and reviewed or adjusted (including refunds) from the Transactions screen (F8).

Quotes can be created from the Quotes screen (Alt+F5). Discounts are applied from the Consultation screen.

The billing section of the knowledge base shows how to work with:

• Refunds and reversals
• Discounts
• Quotes
• Credit on Hold
• The transaction history

 

Last modified: November 2021