Claim and invoice funds
Invoice clients, manage payments and generate funding claims.
- Adding a refund to an allied health payment
- Generate bulk invoices for allied health clients
- Generate an invoice from an allied health client's appointment
- Generate an invoice from an allied health site
- Add an ad hoc service to an allied health invoice
- Generate and send an allied health invoice PDF
- Distribute multiple invoices for allied health clients
- Add a payment to an allied health invoice
Bank statement consumption and automated payment generation
- Overview of bank statements matching in allied health
- Uploading a bank statement in allied health
- Ignoring bank transactions automatically in allied health
- Overview of the bank statement page in allied health
- Auto-matching invoices to transactions in allied health