Steps to Add User, Late, and Cancellation Fees to Invoices

There may be instances where you will need to add user fees, late fees, cancellation fees, or another type of fee to your invoices. You can add these fees as a Product in your Base Setup. Following these simple steps, you can seamlessly add different fees to your invoices, ensuring accurate and transparent billing for your Patients.

Adding Fees to Invoices

1. Log in as Admin.
2. Click on the Gear Icon (top right header).
3. Click Base Setup.
4. Click on Products in the sidebar.
5. Click on Add New.
6. Type in your category name (e.g. Fees), and click Create.
7. Fill in your Fee Name, Description, and Price.
8. Select Save.

Important Note: Select cancel on the second window if you want to create your fees later. You will see the new category with no products listed below. Once you're ready to add fees, click Add Fees Product and continue with step #7.