💵 Financial
- Creating Contracts with Lifetime Retainers
- Customizing an Invoice or Receipt
- Customizing Labels
- Deactivate a Contract with Insurance
- Deactivate a Contract Without Insurance
- Deactivating an OrthoBanc Auto-Pay Plan
- Ending the Day
- Enter Charges and Payments
- Financial Reports Overview
- Handling Insurance Overpayments and Refunds
- Hiding a Card in TopsPay
- How Alerts Work
- How Late Fees Work
- How Statements Work
- Issue a Refund to Insurance (Deactivated Contract)
- Manage and Review Auto-Pay Plans
- Manage Insurance Payments with Recouped Funds
- Managing Decreased Insurance Benefits or When a Patient Loses Insurance
- Managing Increased Insurance Benefits and Insurance Credits
- Modifying or Deactivating an AutoPay Plan