Amy H
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Recent activity by Amy H-
Invoice & Receipt Examples
White Label InvoiceBelow is an example of a white-label invoice. The logo, agency name, and address are configured in your Stripe account. Connect with your designated Payments Administrator for mo...
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Client Menu
Q: How do I access the Client Menu?A: After navigating to a client file their Client Menu can be accessed by selecting their name For example Client, Test (12345), and once selected will display a ...
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Stripe Invoice Reminders
This article provides an overview of how to set up invoice reminders in your Stripe account for payments within the Payment Processing (PayPro) module. To fully enable the functionality, reach out ...
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Contacts
Q: Where can I record a client Contact?A: A client Contact can be created in several areas of the system. The most common and direct method is through the blue Contacts module.Additional modules wh...
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Multiple Direct/Indirect Activities in Contacts
This feature allows users to capture multiple direct and indirect client activities in one contact. Administrators can set defaults for each activity to be Direct or Indirect when added to a Conta...
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In-House Invoices: Creating, Managing, and Processing Invoices
The following article outlines how to create, manage, and process invoices in the Payments module using In‑House Invoices. Invoices can be created either from the global Payments module or from the...
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Prescription Writer
This additional feature allows prescriptions to be electronically written within the client record, based on existing medication records, and optionally, faxed to the pharmacy of your choice to be ...
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General Inquiries
Q: How do I create an agency contact or community support?A: Workers with permissions to access and edit the Agency Address Book can add or edit existing agency contacts or community supports.Go to...
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In-House Invoices: Voiding & Refunding Invoices
This article explains how to void an open invoice and how to refund a payment within the In‑House Invoices workflow.Related article: In-House Invoices: Creating, Managing, and Processing Invoices V...
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Privacy Mode
Protect client privacy with Privacy Mode, designed to blur personal or identifying client information during demos, training, or screen sharing. This helps your team share their screen as they navi...