Billing App Help Center
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A collection of help articles explaining how to create a payment and the various payment methods.
How to Create a Virtual Payment
How to Create a Terminal Payment
How to Process an Insurance Payment
How to Send a Payment Request
Creating Batch Payment Requests in the Billing App
A collection of help articles explaining how to manage payouts, track payment disbursements, and reconcile funds transferred to your bank account.
Understanding the Payouts Page and Payout Details
Configuring Payout Settings
Viewing Transaction Payouts and Timelines in the Billing App
Configuring Payout Settings and Understanding Additional Details in the Billing App
A collection of help articles explaining how to connect, configure, and sync your account with various systems, including PMS/EHR platforms.
A collection of help articles covering how to customize and configure your account settings, including payments, notifications, and preferences.
General Settings Overview
Adding a Team Member to Your Account
Managing Credit Card Terminals and Surcharge
Understanding Your Office Fee Profile in the Billing App
A collection of help articles detailing how to manage account information, update contact details, and organize practice data.
Understanding the Account Directory Page
Account Directory Detail: Summary View
Account Directory Detail: Ledger Breakdown
Account Directory Detail: Message Tab
Account Directory Detail: Payment Plans
A collection of help articles explaining how to track, manage, and reconcile all payment transactions processed through your account.
Transactions Page Overview
Transaction Popup
Understanding Transaction Sources
Understanding "Recorded" and "Not Recorded"
Understanding Payment Statuses
A collection of help articles focused on tracking and managing overdue balances, sending reminders, and collecting payments.
Overview of the Outstanding Balances Page
Understanding Outstanding Balances
How Outstanding Data is Synced
How to Edit Outstanding Balance Data
A collection of help articles explaining how to manage patient communication, including email and SMS notifications for payments and reminders.
Understanding the Communication Page
Hosted SMS – Send Texts from Your Phone Number
Hosted Email – Send Emails from Your Email Address
Reviewing Messages on the Communication Page
Two-Way Messaging
A collection of help articles on automating payment collection for overdue balances and ensuring timely payments from patients.
Understanding Auto Collection and Its Stages
Overview of the Auto Collection Page
Understanding Automation Settings
Customizing Auto Collection Outreach Messages
A collection of help articles detailing how to create, manage, and track patient payment plans for flexible financial arrangements.
Understanding the Payment Plans Page
Creating a Payment Plan Template
Understanding the Payment Plan Detail Popup
How to Create a Payment Plan
A collection of help articles covering how to set up and manage recurring payments for memberships or subscription-based services.
A collection of help articles explaining how to generate and send paper statements for patient billing and payment tracking.
The Merchant Surcharge category of support articles provides guidance on configuring and managing surcharge fees applied to customer transactions to cover processing costs.
The Credit Card Terminals category provides guidance on setting up, managing, and troubleshooting physical terminals for secure and efficient payment processing.
Understanding and Using Credit Card Terminals
Managing Surcharge for Credit Card Terminals
Payment Terminals - Time Setting Issues
Matching Credit Card Terminal Payments to Patients in the Billing App