Invoicing and payments touch almost every part of running a practice in PracSuite, from setting up item codes through to reconciling payments in Xero. This guide brings together the key articles in one place, organised by what you're trying to do.
Setting up invoicing
Get your item codes, fees and preferences right before you start invoicing.
Configuring billing settings in a patient file
Creating invoices
Billing third parties
Invoicing someone other than the patient, such as an insurer, employer or funding body.
Billing families
Linking family members and managing shared responsibility for payment.
Taking and managing payments
Recording payments, taking them online, and fixing mistakes.
Batch invoicing
Sending invoices
Invoice reminders
Statements
Credits and unallocated payments
Refunds and write-offs
NDIS billing
Medicare and DVA claiming
Claiming is handled through either the Tyro Health Online integration or the Tyro Health EFTPOS integration.
General
Claiming via Tyro Health Online
Claiming via Tyro Health EFTPOS
Online booking payments
Payment integrations
Accounting integrations
Passes
Reporting on invoicing and payments