Invoice

Adding Generic Comments to all Invoices
Questions answered in this article: How do I send or receive money through email transfers? Related articles: Invoicing Share an invoice E...
Wed, 10 Jan, 2024 at 5:20 AM
Refunding Payments and Voiding Invoices
This article provides step-by-step instructions on how to process refunds for TB Pay payments and void invoices in different statuses. Questions Answere...
Fri, 7 Feb, 2025 at 5:42 AM
Generate an Invoice Summary per Client
IMPORTANT: Access to the Finances tab requires a Finance role. If you’re unable to see it, please contact your clinic owner to have the appropriate permissi...
Sun, 22 Feb, 2026 at 4:44 PM
Adding a comment to the Invoice
This article will provide users with a step-by-step guide on how to add a comment to the Invoice. Questions answered in this article: How do I add a ...
Thu, 28 Mar, 2024 at 1:07 AM
Managing Tax Rates
Currently, the system applies a single tax rate to all categories (services, travel, mileage, and expenses). While setting individual tax rates per category...
Wed, 2 Apr, 2025 at 1:28 AM
How can I invoice a school with multiple clients?
Questions answered in this article: How can I streamline the invoicing process for multiple clients associated with a school when the billing is directed...
Mon, 11 Aug, 2025 at 6:21 AM
Multi-payer Invoicing
NOTE: This feature is available by request. If you'd like it enabled on your account, please contact us at: support@therabyte.com Our Multi-paye...
Mon, 15 Sep, 2025 at 4:55 PM
FAQ: Using the Uncollectible Feature
What is the Uncollectible feature? The Uncollectible feature allows you to mark an entire invoice as uncollectible. This is useful for tracking invoices th...
Mon, 28 Jul, 2025 at 7:59 AM
How to Handle Couples Billing
When you add two people to a session or event, the system automatically creates a billable item for each individual. This behavior supports group sessions, ...
Thu, 29 Jan, 2026 at 8:39 AM
How to Change the Invoice Summary Label to Super Bill Summary
NOTE: This is available for US clinics only. Video Guide: Changing Invoice Summary to Superbill Summary If you’d like your paid invoice summaries to...
Mon, 23 Feb, 2026 at 5:05 PM