Invoice

How to Add a Billing Code to a Service and Have It Appear on the Invoice PDF
*The billing code will only appear on the PDF version of the invoice and is not visible within the invoice editor view. Video Guide: Billing Code  ...
Tue, 24 Feb, 2026 at 2:39 AM
Invoice Header Address
Video Guide: Invoice Header Address The Invoice Header Address feature allows you to display your clinic’s selected address at the top of your invoices....
Tue, 24 Feb, 2026 at 4:23 AM
Add and Manage Your Group NPI
IMPORTANT: Only the account owner can add or update the Group NPI. You can now add a Group NPI to your account for billing and insurance purposes. This ...
Tue, 24 Feb, 2026 at 4:21 AM
How to Sign an Invoice in the Client Portal (Clients)
How to Sign an Invoice Signing the invoice confirms that you've reviewed and acknowledged the services and charges listed. It's important to not...
Mon, 29 Jun, 2026 at 12:26 AM
How to Enable Invoice Signing (Clinic)
Related Articles: Share an invoice How to Sign an Invoice in the Client Portal (Clients) How to Enable Invoice Signing Only the clinic owner ...
Mon, 20 Jul, 2026 at 6:39 PM