How to Access the Billing Module

Steps to Access Billing

  1. In the left sidebar, click the money icon to open the Billing module.

  2. The Billing dashboard will open with four tabs:

    • Invoices — manage and create invoices

    • Payments — review payment and receipt history

    • Credit Note Payments — review prepaid credit activity

    • Submissions — manage insurance and facility submissions


Was this article helpful?