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The Billing page within Noterro is your centralized hub for managing all aspects of your clinic's invoicing and billing operations. This guide outlines the distinct sections available on the Billing page and provides clear instructions on configuring each to meet your business needs. Utilizing these settings ensures that your invoices are accurate, professional, and reflective of your clinic's policies.
The General section is dedicated to configuring invoice-related information. If your clinic is in Australia, it is essential to include your Australian Business Number (ABN) here, which will be displayed on all invoices. Also, you can just set the initial invoice number to determine the sequencing of your invoices. There's also an option to show or hide service durations, such as a "60-minute service", on printed invoices. Many clinics prefer showing minimal invoice details; thus, unchecking this option can be beneficial. Furthermore, a standard invoice footer message can be added—a space for personalized notes like "Thank you for your payment."
Discounts created in this section can apply to both products and services. Once established, they can be applied either directly to a client or patient's profile or added to an individual invoice.
Here, you can list the taxes applicable to your clinic services. Input the tax name, number, and percentage to ensure this information is automatically included whenever services.
This section catalogues all payment methods accepted by your clinic. Arranging them by frequency of use is recommended, ensuring quicker access during payment processing. Typically, commonly used payment methods are positioned at the top of the list.
You can enable tips within this section to encourage gratuity. Configure three suggested tip percentages and choose whether to display the tipping option within the web portal during checkout or invoice payment.
Noterro supports two primary payment processors – Square and Bambora. Clinics can opt to use either or both, with capabilities for processing payments within the application and through the web portal.
By configuring these billing settings, clinics can ensure efficient and professional invoicing practices, streamlining the billing process for practitioners and clients.
The Billing page within Noterro is your centralized hub for managing all aspects of your clinic's invoicing and billing operations. This guide outlines the distinct sections available on the Billing page and provides clear instructions on configuring each to meet your business needs. Utilizing these settings ensures that your invoices are accurate, professional, and reflective of your clinic's policies.
The General section is dedicated to configuring invoice-related information. If your clinic is in Australia, it is essential to include your Australian Business Number (ABN) here, which will be displayed on all invoices. Also, you can just set the initial invoice number to determine the sequencing of your invoices. There's also an option to show or hide service durations, such as a "60-minute service", on printed invoices. Many clinics prefer showing minimal invoice details; thus, unchecking this option can be beneficial. Furthermore, a standard invoice footer message can be added—a space for personalized notes like "Thank you for your payment."
Discounts created in this section can apply to both products and services. Once established, they can be applied either directly to a client or patient's profile or added to an individual invoice.
Here, you can list the taxes applicable to your clinic services. Input the tax name, number, and percentage to ensure this information is automatically included whenever services.
This section catalogues all payment methods accepted by your clinic. Arranging them by frequency of use is recommended, ensuring quicker access during payment processing. Typically, commonly used payment methods are positioned at the top of the list.
You can enable tips within this section to encourage gratuity. Configure three suggested tip percentages and choose whether to display the tipping option within the web portal during checkout or invoice payment.
Noterro supports two primary payment processors – Square and Bambora. Clinics can opt to use either or both, with capabilities for processing payments within the application and through the web portal.
By configuring these billing settings, clinics can ensure efficient and professional invoicing practices, streamlining the billing process for practitioners and clients.
The Billing page within Noterro is your centralized hub for managing all aspects of your clinic's invoicing and billing operations. This guide outlines the distinct sections available on the Billing page and provides clear instructions on configuring each to meet your business needs. Utilizing these settings ensures that your invoices are accurate, professional, and reflective of your clinic's policies.
The General section is dedicated to configuring invoice-related information. If your clinic is in Australia, it is essential to include your Australian Business Number (ABN) here, which will be displayed on all invoices. Also, you can just set the initial invoice number to determine the sequencing of your invoices. There's also an option to show or hide service durations, such as a "60-minute service", on printed invoices. Many clinics prefer showing minimal invoice details; thus, unchecking this option can be beneficial. Furthermore, a standard invoice footer message can be added—a space for personalized notes like "Thank you for your payment."
Discounts created in this section can apply to both products and services. Once established, they can be applied either directly to a client or patient's profile or added to an individual invoice.
Here, you can list the taxes applicable to your clinic services. Input the tax name, number, and percentage to ensure this information is automatically included whenever services.
This section catalogues all payment methods accepted by your clinic. Arranging them by frequency of use is recommended, ensuring quicker access during payment processing. Typically, commonly used payment methods are positioned at the top of the list.
You can enable tips within this section to encourage gratuity. Configure three suggested tip percentages and choose whether to display the tipping option within the web portal during checkout or invoice payment.
Noterro supports two primary payment processors – Square and Bambora. Clinics can opt to use either or both, with capabilities for processing payments within the application and through the web portal.
By configuring these billing settings, clinics can ensure efficient and professional invoicing practices, streamlining the billing process for practitioners and clients.
