Invoicing and Payments
Get and understanding of how to recording invoices and payment
By Scott and 3 others4 authors22 articles
- Adding Patient/Client Account CreditAdding account credit that can be used to track vouchers or gift cards
- Refund a manual paymentIf you have made a mistake or need to refund a payment
- Applying Discounts
- Paying an Invoice using the Manual/Default payment MethodsHow to take a payment and allocate it against an invoice
- 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 claim through HICAPS Medicare Easyclaim in Zavy is a quick and seamless process designed to streamline patient billing.
- How to pay an invoice onlineA step-by-step guide on how to pay off an invoice online using your card.
- Disable Payment SurchargesA guide to update your payment surcharges.
- 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