CREDBIT PRACTICE KNOWLEDGE HUB
Billing & payments
Client invoices, collections and payment records.
Billing & payments
5 resourcesArticle · billing payments
Prepare a client invoice
Check the client, service description, amount and invoice date before sending.
Article · billing payments
Record a payment against the right invoice
Payment records should explain why an invoice balance changed.
Article · billing payments
Review outstanding collections
An outstanding report is useful only when invoice and payment data are accurate.
Article · billing payments
Keep practice billing separate from software subscription
Client invoices describe your practice’s services. SaaS subscription invoices describe your software purchase.
Article · billing payments
Correct a billing-record mistake safely
First identify whether the invoice, payment or association is wrong.