Invoice and Payments

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19 articles in this collection
Written by Lauren Smith

Create an Invoice

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Written by Lauren Smith
Updated over a week ago

Change Payment Responsibility on an Invoice

Instructions on how to adjust the invoice responsibility between clients and insurance.
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Written by Lauren Smith
Updated over a week ago

How to Remove a Write-Off

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Written by Lauren Smith
Updated over a week ago

Accepting Insurance Payments

How to accept payments from insurance companies.
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Written by Lauren Smith
Updated over a week ago

How to Delete an Invoice

This article will show you how to delete an invoice
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Written by Lauren Smith
Updated over a week ago

Delete a Payment

The following article describes how to delete a payment from a client's ledger.
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Written by Lauren Smith
Updated over a week ago

Accepting Payments and Co-Payments

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Written by Lauren Smith
Updated over a week ago

How to Print an Invoice

Print an invoice from a client's ledger
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Written by Lauren Smith
Updated over a week ago

Hide No Shows, Rescheduled, and Canceled Appointments from Invoices

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Written by Lauren Smith
Updated over a week ago

How to Assign the Billing Provider

TheraNest allows for you to set the Billing Provider on each invoice.
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Written by Lauren Smith
Updated over a week ago

How to Edit a Payment

Editing applied and unapplied payments.
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Written by Lauren Smith
Updated over a week ago

Add Credit to a Client's Ledger

Create a positive balance on a client's ledger that you can apply to invoices as needed
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Written by Lauren Smith
Updated over a week ago

How to Change the Place of Service

Changing the default place of service on client invoices.
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Written by Lauren Smith
Updated over a week ago

Remove Payment from an Invoice

The following article explains how to remove a payment from an invoice and then delete it from the ledger.
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Written by Lauren Smith
Updated over a week ago

How to Create a Write-Off

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Written by Lauren Smith
Updated over a week ago

How to Email an Invoice or Superbill

Email an invoice or superbill to your client.
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Written by Lauren Smith
Updated over a week ago

How to Print a Superbill

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Written by Lauren Smith
Updated over a week ago

Batch Invoicing

Create multiple invoices all at once with Batch Invoicing.
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Written by Lauren Smith
Updated over a week ago

Batch Processing

Email and Print invoices or move them to claims awaiting submission in batches
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Written by Lauren Smith
Updated over a week ago