Steps to Access Billing
Log into CompanyOn
Select Billing from the main navigation menu
The Billing dashboard will open
What Can Be Managed in Billing
• Invoices
• Payments/Receipts
• Refunds
• Insurance claims submission and payments
• Annulment of invoices and/or payments
• Financial records
• Reporting
• Billing contacts
• Facility submissions
FREQUENTLY ASKED QUESTIONS
Why Can’t a Paid Invoice Be Edited?
Paid invoices become locked once payment is completed.
To make changes:
Refund the payment
Annul the invoice if necessary
Create a corrected invoice
How Are Invoices Created Automatically?
Invoices are automatically generated when appointments are checked in through the Calendar module.
Why Is Online Payment Processing Not Working?
Verify:
• Stripe is connected properly
• Payment settings are configured
• Internet connection is stable
• Stripe account is active
Can Multiple Payments Be Applied to One Invoice?
Yes. Partial and multiple payments can be applied to the same invoice until the balance reaches zero.
What Is the Difference Between an Invoice and a Receipt?
• An invoice represents the billing document for services or products
• A receipt represents a completed payment transaction
Invoices and receipts follow different refund and annulment workflows.
Can Facility Invoices Be Merged Together?
Yes. Invoices can be merged by:
• The same client
• Third-party organizations
• Facilities
• Billing contacts
This allows clinics to consolidate billing workflows and simplify facility submissions.