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  1. Help @ Practice Better
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  3. Invoicing & Payments

Invoicing & Payments

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  • Accepting Payments using Stripe or Square
  • Creating and Editing Invoices
  • Invoice and Payment Settings
  • Adjusting Your Currency
  • Working with Coupons
  • Accepting HSA/FSA Cards using Stripe
  • Manually collecting payments in multiple installments
  • Adjusting Installment Dates for an Existing Payment Plan
  • Adding a Credit Card to a Client's File
  • How do I bill a card on file?
  • Recording External Payments
  • Setting up Payment Plans for Packages, Programs and Services
  • Creating Custom Payment Plans for Clients
  • Incentivize Clients to Pay in Full Instead of Selecting a Payment Plan
  • Processing Refunds
  • View or print an invoice
  • Canceling an Invoice
  • Exporting Invoices for External Accounting Software
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