All Collections
Invoicing and Payments
Get and understanding of how to recording invoices and payment
Refund a manual paymentIf you have made a mistake or need to refund a payment
Adding Patient/Client Account CreditAdding account credit that can be used to track vouchers or gift cards
Paying an Invoice using the Manual/Default payment MethodsHow to take a payment and allocate it against an invoice
3 Methods to Apply Discount in Invoices
Opening and Editing an Existing Invoice from the Invoice Details DrawerSee you invoices in full detail with and make adjustment or edit
Invoice History and Unpaid / Outstanding InvoicesTo view a full history of a patient's financial records include draft, unpaid, archived and paid invoices
Creating an Invoice from the Patient/Client Invoice ScreenCreate an invoice for your patients from the customer
Update Invoice SettingsHow to setup and customise invoices
Setting a default price listAssigning a price list / fee schedule to a patient
How to Reverse Credit/DepositHow to reverse/refund deposit.
Reverse / Change items on a paid invoiceHow to update or remove locked invoice items.
Dynamic InvoiceAdd multiple Invoice Settings based on the Practitioner
Include Special Offers/Promotions in InvoicesHow to include marketing promotions in your invoice
Manually Cancel HICAPS ClaimHow to cancel a HICAPS claim from the invoice transaction
How to Setup Deposit SystemSet up Deposit Requests
How to create a write off paymentHow to Put Through A Write Off For Practitioners
How to process a Medicare claim through HICAPS for CDBSProcessing a CDBS (Child Dental Benefits Schedule) claim through HICAPS Medicare Easyclaim in Zavy is a quick and seamless process designed to streamline patient billing.
Setup - Adding Custom Invoice Payment MethodsRecord different types of payment transaction for better reporting
Setup - Adding additional price-listsThis guide covers adding additional fees, sometimes referred to as a fee schedule
Setup - Adding Products and ServicesHow to add custom products and services to Zavy