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Invoicing & Payments

Create invoices, superbills, account credits and accept online payments.

  • View Detailed Client Ledger
  • Create an Invoice
  • Apply a Payment to an Invoice
  • Reopen a Paid Invoice
  • Store a Client's Credit Card
  • Processing a Payment with Stripe
  • Refund a Stripe charge
  • Taking a Prepayment (When no open invoices exist)
  • Taking a Prepayment (When a client has open invoices )
  • Apply an Account Credit to an Invoice
  • Manage credit amounts on a client ledger
  • Set Sliding Scale for a Client
  • Issue a Write Off
  • Edit or Undo a Write Off
  • Delete an Invoice
  • Email an Invoice
  • Print a Combined Statement
  • Auto Pay Invoices Using Stripe
  • Batch Invoicing
  • Auto Create Invoices
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