Cash, billing & finances
Per-operator cash drawer, multi-method payments, reversals, payouts, memberships and balances.
8 articles
Articles in this collection
- Open and close the cash drawerThe register tracks the day's cash. Here's how to open, record and close it.5 min
- Record a payment with several payment methodsSplit an instalment across cash, card and more, in a single record.4 min
- Reverse a payment recorded by mistakeAdmins only, always with a reason, and without deleting the original record.3 min
- Professional payoutsCalculate each professional's commission by week, month or free range.5 min
- Automatic membership billingPatient subscriptions that bill themselves with WhatsApp and email reminders.4 min
- Patient credit balance and running accountRecord advances and use them later to pay instalments.3 min
- Insurers, health plans and withholdingRegister a payer with its withholding and how it affects the professional's payout.4 min
- Companies and B2B agreementsLink patients to a company that covers their care or to an agreement with a discount.4 min