Principle

Creating and Paying for an Invoice

Pending Payments Report

Refund an Invoice

Cancel and Replace an Invoice

Edit an invoice if you need to add in item codes or adjust pricing.

Editing an Invoice

Processing Payment

How to view all of a Patient's Invoices

Medicare, Private Health Care & DVA cards

Adding Health Fund cards to the Patient Account.

How to add a Deposit (Account Credit) to an Account

Paying for an invoice during check out or through patient profile

Taking payment for an invoice

How to change the Practice on an Invoice

How to add a Product to an Invoice

Praxis Valadez

Patient Accounts

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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