Invoice and Payments

TheraNest Support avatar Lauren Smith avatar
22 articles in this collection
Written by TheraNest Support and Lauren Smith

Create an Invoice

Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

How to Delete an Invoice

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

Add an Invoice Item Button is Disabled

When trying to add an line item to an invoice the button may appear disabled or unable to click.
Lauren Smith avatar
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.
Lauren Smith avatar
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
Lauren Smith avatar
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.
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

The Appointment is Linked to Invoice(s) and Can't Be Changed.

Appointments that are linked to invoices cannot be changed but this article will walk you through how to get around that message.
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Automatic Transaction Receipts to Clients for Credit Card Payments

Information about credit card receipts that are sent to clients automatically.
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

How to Edit a Payment

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

Accepting Payments and Co-Payments

Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

How to Create a Write-Off

Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

How to Email an Invoice or Superbill

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

The Payment Number Entered is a Duplicate and Has Been Saved to Other Payment(s)

TheraNest allows for you to apply the same payment number to multiple different payments.
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

How to Remove a Write-Off

Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

How to Print an Invoice

Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Applying a Payment to an Invoice

Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Appointments that were already billed keep pulling into a new invoice

Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Hide No Shows, Rescheduled, and Canceled Appointments from Invoices

Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Accepting Insurance Payments

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

Apply a Credit to an Invoice

Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago