Volition 12 articles
Create an Invoice
How to raise an invoice for a patient, from an appointment or from scratch.
invoicingbillingcreate
Record a Payment
How to record a payment against an invoice and understand invoice statuses.
invoicingpaymentsbilling
Email an Invoice to a Patient
How to send an invoice PDF by email, print it, or share an online payment link.
invoicingemailbilling
Set Your Invoice Defaults
How to set invoice numbering, payment terms, bank details, and footer text for every new invoice.
invoicingsettingssetuponboarding
Add Third-Party Payers
How to add health funds, NDIS plan managers, and other third parties you bill directly.
invoicingpayersndissettings
Refund, Write Off, or Void an Invoice
How to record a refund, forgive a balance with a write-off, or void an invoice entirely.
invoicingrefundswrite-offvoid
Set Up Recurring Invoices
How to create a schedule that automatically generates invoices on a cadence.
invoicingrecurringmemberships
Set Up Treatment Plans (CDM, DVA & Packages)
How to create treatment plan templates and assign plans that track session and dollar limits for claiming.
invoicingtreatment-planscdmdva
Connect Tyro Health
How to connect Tyro Health for Medicare, DVA, and health fund claiming and card payments.
invoicingtyroclaimspayments
Take Online Invoice Payments with Stripe
How to connect Stripe so patients can pay invoices online from a link in the email.
invoicingstripeonline-paymentsintegrations
Customise Invoice Templates
How to customise the layout and content of the invoices patients receive.
invoicingtemplatessettings
Chase Overdue Invoices with A/R Aging
How to use the A/R aging view and bulk reminders to collect outstanding money.
invoicingaccounts-receivableoverduereminders