Billing
Learn how Carepatron makes it easy for healthcare professionals to save time, avoid awkward payment conversations, and get paid on time.
28 articles
- Online payments with CarepatronHow do I accept online payments with Carepatron?
- Processing cash or other paymentsHow do I process cash or other payments?
- Customize invoice templateHow do I customize my invoice?
- Creating an invoiceHow do I create an Invoice?
- Customizing my invoice LogoHow do I customize my logo on my invoice?
- How to export data for finance reconciliationHow do I export my invoice and payment data?
- Creating SuperbillsHow do I create an superbill?
- Editing a paid invoiceCan I edit a paid invoice?
- Setting up a Stripe accountHow do I set up my Stripe account?
- Edit Stripe DescriptorHow to edit Stripe descriptor?
- Accepting ACH payments (US clients)How do I accept ACH payments with Carepatron?
- What are billing items?Where can I see billing items?
- Refunding paymentsHow do I refund my clients?
- Adding credit to a client's balanceHow can I issue a credit for an overpayment?
- Applying credit to invoices
- Payment allocations and unallocated paymentsHow do I allocate an unallocated payment?
- Create one invoice for multiple servicesCan I create one invoice for multiple services?
- How do I disconnect my Stripe account from Carepatron?How do I disconnect my Stripe account from Carepatron?
- Can I use Carepatron to manage and file 1099 forms?Does Carepatron handle 1099 forms?
- Carepatron refund policyCan I request a refund?
- Why can’t I connect my account to Stripe Express?Is Stripe available in my country?
- How can I manage 1099 forms and tax information in Stripe Express?How can I manage 1099 forms in Stripe Express?
- Client appointments legacy billingWhy can't I edit billing details from the appointment?
- Where can I see Stripe transaction fees?How much was paid for the Stripe fee?
- How do I view appointments, invoices, and claims in one place?Appointments, invoices, and claims, all in one clear view
- No processing fees on your first $1,000!Find out how Carepatron's first $1,000 fee waiver works, who it applies to, and which currencies are supported.
- Online booking deposits: Take a partial payment when clients bookCharge a deposit at the time of booking and collect the balance later through the normal invoicing flow
- How claim comments and follow-ups workA guide to logging claim updates, setting follow-up dates, and turning on automatic follow-ups so you know which claims to chase next.