A new billing system is coming on April 24th!

April 10, 2018 by Ryan Barichello

April 24th is the big day.  We will be launching the first stage of the new billing system, with future stages being released over the few weeks following.  Our target launch timeline is:

Stage 1: April 24th:  New billing system.
Stage 2: A few weeks after: Bambora payment processing by staff.
Stage 3: A few weeks after that: Bambora payments by patients/clients at the time of booking.


  2 Important Items  

There are a few fundamental changes in this update which require your action.  Please ensure you address the items below to ensure there is no disruption to your account on April 24th.

Services are required for Receipts
Each service will be available to be added as individual line items on an invoice.  In order to create receipts, you will need to create services and their different durations.  Be sure to add your services well in advance, otherwise, you won't be able to create receipts.  Keep in mind that the price you include on your Services is excluding taxes.

How to add a service

  1. Login as Admin.
  2. Click Settings.
  3. Click Services.
  4. Click Add Category to add your first category of services.
  5. Enter the name of the category and click Save.
  6. Click Add Service to add the first service.
  7. You will see a dialog containing the following fields.  Add the name, description and as many durations as you like.  Remember: Prices are excluding taxes.



Setup Clinic Taxes (and optionally Practitioner Taxes)
Back in early February, we released the ability to setup your Clinic and Practitioner taxes.  Be sure to also have these setup in advance, otherwise, you won't be able to add taxes to your line items.  Here is a helpful article and short video if you get stuck.



Oh and best of all... SOAP Vault is still just $19/month.

That's all for now, we're working hard on final touches and we're super excited to launch these features! 

Thanks,
Ryan

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