Billing Module

How to Access the Billing Module

Steps to Access BillingLog into CompanyOnSelect Billing from the main navigation menuThe Billing dashboard will openWhat Can Be Managed in Billing• Invoices• Payments/Receipts• Ref ...

How to generate an invoice with CompanyOn

OverviewCompanyOn allows clinics and practitioners to generate invoices automatically or manually for services and products provided to clients.Invoices can include:• Services• Pro ...

How to Process Payments for an Invoice

Payment Processing OptionsInvoices can be paid using:• Cash• Debit• Credit card• Credit notes• Online payments through StripeWhere Payments Can Be ProcessedPayments can be processe ...

How to Send an e-Invoice

OverviewInvoices can be sent electronically to clients for online payment.Clients receive:• A secure payment link• Online payment access through Stripe• Automatic payment confirmat ...

How to activate CompanyOn online payment processing

CompanyOn integrates with Stripe to allow agencies, clinics and practitioners to process secure online payments for:• Appointments/Services/Products• Online booking Payments• e-inv ...

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

OverviewCompanyOn allows clinics and practitioners to process secure credit and debit card payments directly through the platform using Stripe integration.Payments can be processed ...

How to Edit an Invoice

Important NotesInvoices can be edited as long as they have not been processed or paid.Steps to Edit an InvoiceOpen the Billing moduleSelect the invoiceClick the Pencil IconEdit the ...

How to annul an invoice with CompanyOn.

Important NotesAn invoice is different from a receipt.Invoices can be annulled if needed.If a payment was processed online through Stripe:• Refunds should occur before annulling th ...

How to annul/refund a payment

Important Notes Before AnnulmentIf the receipt represents an online payment processed through credit card or debit card: • The refund must be processed first • The annulment should ...

How to send a copy of an invoice electronically

Sending a copy of invoices electronically can save time and make the billing process more efficient. In this guide, we will walk you through the steps to send invoices electronical ...

How to Merge Invoices by the Same Client

OverviewCompanyOn allows invoices to be merged for the same client when multiple invoices need to be consolidated into a single billing workflow.This is useful when: • A client has ...

How to Merge Invoices by Third Party

OverviewInvoices can also be merged by third-party organizations or facilities.This workflow is commonly used when: • Multiple clients belong to the same facility • A facility is r ...

How to Assign an Invoice to a Third Party

OverviewCompanyOn allows clinics and practitioners to assign invoices to a third party for billing purposes.This workflow is commonly used for:• Facilities• Insurance organizations ...

How to Submit Invoices to a Party

OverviewThe Submission feature in CompanyOn allows clinics and practitioners to group and submit multiple invoices together under a single third-party contact, organization, or fac ...

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

The ability to set invoice reminders is an important feature for businesses that want to ensure clients pay their invoices on time. This can include sending reminders via email or ...

How to Resend a receipt electronically

In order to streamline the billing processing, CompanyOn automatically sends a copy of a receipt via email to a client, every time an invoice is processed, as long as electronic co ...

How to create a credit note with CompanyOn

Introduction: A credit note is a payment issued by a practice, indicating that a credit has been applied to the customer's account for goods or services to be provided in the futu ...

How to View Payment History

Steps to View Payment HistoryOpen the Billing ModuleReview the payment history section by clicking on the Payments tabView all completed transactions and balancesWhat Can Be Viewed ...

How to Submit Insurance Claims Through Telus Health

OverviewCompanyOn supports insurance claim submissions through Telus Health for eligible services and insurers.This workflow allows clinics and practitioners to: • Submit insurance ...