How do I set up billable services and invoice details?

How do I set up billable services and invoice details?

Billable services are the items you charge patients for. Clinicians add them to a patient's invoice. Each service is backed by a Stripe price, so connect Stripe first. See Connect payments.

Who can do this: team members with billing access manage billable services. Invoice details need the check under Manage Org & Assign Roles in My Team.

Add a billable service

1. Go to Settings → Payments → Billable Services and select Add service.
2. Enter a Name and a Price. The price must be at least $0.50.
3. Pick a Category and write an optional Description.
4. Under Billing, choose One-time or Monthly. A monthly service is billed every month to patients you enroll from their billing tab. You can also include a GRAICE Pro membership with a monthly service.
5. Select Create service.

Use the edit button on a service's row to change it. Use Deactivate to stop offering it, and Activate to bring it back. A price change creates a new Stripe price, and pending invoices are not updated.

You cannot change Billing once a patient is enrolled. The form shows the reason.

Invoice details

Go to Settings → Payments → Invoices & Payments.

• Practice Details: name, address, phone and email. They print at the top of every invoice. They are also used on appointment calendar invites and your public booking page, so changing them changes them everywhere patients see them.
• Invoice Prefix and Next Invoice Number: set how invoice numbers start, for example INV-1001. The prefix GRC- is reserved for GRAICE, so saving a prefix that starts with GRC shows an error.
• Invoice Footer: text printed at the bottom of your invoices.

Select Save Settings to keep your changes.