Billing Module

How to Access the Billing Module

Steps to Access BillingIn the left sidebar, click the money icon to open the Billing module.The Billing dashboard will open with four tabs:Invoices — manage and create invoicesPaym ...

How to generate an invoice with CompanyOn

How to Generate an Invoice ManuallyIn the left sidebar, click the money icon to open the Billing module.Click the "Create Invoice" button at the top left.A form will appear. Compl ...

How to Process Payments for an Invoice

Option 1: Process a Payment from the Appointment WindowIn the left sidebar, click the calendar icon to open the Appointments module.Click on the appointment in the calendar to open ...

How to Send an e-Invoice

Steps to Send an E-InvoiceIn the left sidebar, click the money icon to open the Billing module.Click on the "Invoices" tab.Check the box next to the invoice you want to send.Click ...

How to process a credit or debit card payment with CompanyOn Online Payments.

How to Save a Client's Card for Future PaymentsIn the left sidebar, click the people icon to open the Clients module.Find the client in the list and click the card icon on the righ ...

How to Edit an Invoice

Important: Invoices can only be edited if they have not been processed or paid yet.Steps to Edit an InvoiceIn the left sidebar, click the money icon to open the Billing module.Clic ...

How to annul an invoice with CompanyOn.

Important: This action will permanently deactivate the invoice and cannot be undone. If the invoice was paid online through Stripe, process the refund first before annulling. For r ...

How to annul/refund a payment

Important: If the payment was processed online through Stripe, you must process the refund before annulling the receipt. If the receipt is annulled first, the refund option may no ...

How to send a copy of an invoice electronically

Option 1: Send from the Appointment WindowIn the left sidebar, click the calendar icon to open the Appointments module.Click on the appointment in the calendar to open the appointm ...

How to Merge Invoices by the Same Client

Steps to Merge InvoicesIn the left sidebar, click the billing icon to open the Billing module.Click on the "Invoices" tab.Check the boxes next to the invoices you want to merge. Ma ...

How to Merge Invoices by Third Party

Important: Before merging invoices by third party, the third-party information must be configured in each client profile. For instructions, refer to "How to Add a Billing Contact o ...

How to Assign an Invoice to a Third Party

Steps to Assign an Invoice to a Third PartyIn the left sidebar, click the people icon to open the Clients module.Click on the client's name to open their timeline.Click the pencil ...

How to Submit Invoices to a Party

Important: Submitting invoices does not process payment. It only groups invoices together for organizational and billing purposes.How to Create a SubmissionIn the left sidebar, cli ...

How to Order a Stripe Terminal

Use the links below to navigate through the ordering process for a hassle-free experience.Choose the correct link based on your region to proceed with your purchase:Canadahttps://s ...

How to set up invoice reminders

How to Access Invoice RemindersYou can access Invoice Reminders from two places:Option 1: From the Appointments moduleIn the left sidebar, click the calendar icon to open the Appoi ...

How to Resend a receipt electronically

Steps to Resend a ReceiptIn the left sidebar, click the money icon to open the Billing module.Click on the "Payments" tab.Find the receipt you want to resend.Click the envelope ic ...

How to create a credit note with CompanyOn

How to Add a Credit Note to a Client ProfileIn the left sidebar, click the people icon to open the Clients module.Click on the client's name to open their timeline.Click on the "Bi ...

How to View Payment History

Steps to View Payment HistoryIn the left sidebar, click the money icon to open the Billing module.Click on the "Payments" tab.Here you can review all payment activity including:Pay ...

How to Submit Insurance Claims Through Telus Health

Important: You must register with Telus Health before configuring the integration in CompanyOn.Connect Your Telus Health Login CredentialsClick on your profile photo (or initials) ...