Billing

We're thrilled to announce the release of our latest feature that's set to revolutionize the way you bill your clients and manage your finances within...

At StoriiCare, we are committed to providing transparent and fair policies for all transactions. Our payment processing refund policy covers two speci...

A Service may be any billable item that is tracked by time increments (e.g. 15-minute units of service, full/half-day attendance, or monthly subscript...

To create an invoice on StoriiCare Billing, select the 'Invoices' tab within the Billing feature. Select the 'Create New Invoice' button at the top of...

Adding a new payer on StoriiCare billing is a simple process. Navigate to the Payers tab within StoriiCare billing. Select the 'Create New Payer' butt...

Follow these steps to make changes to an unpaid invoice: Locate the invoice you need to make changes to Click on the invoice you want to edit Click th...

Follow these steps to make an unpaid invoice void: Locate the invoice you need to void Click on the invoice you want to void Click the three dots (......

This article will cover: How to create a new Payer How to assign a Payer to a Service User/Participant How to make a Payer default If your Payer doesn...

Connecting StoriiCare to QuickBooks: A Step-by-Step Guide Integrating StoriiCare with QuickBooks can streamline your invoicing process, making it easi...

To void a payment, follow these steps: From Billing, click on Payments Locate the payment that needs voided and click on the three dots (...) Click ...

At StoriiCare, we use Stripe to facilitate seamless payment processing for our clients. This guide outlines what you need to know about onboarding w...

From Billing, click on Invoices Locate the paid invoice you want to reconcile and click on it Click the three dots in the right-hand corner of your i...

From Billing, click on Invoices Click on the invoice you need to export Click the three dots (...) on the right side of your invoice Select Export P...

IMPORTANT: Please be aware that the Billing Plans feature is currently in Beta and is undergoing rapid iterations. As a result, some of the instructio...

IMPORTANT: Please be aware that the Billing Plans feature is currently in Beta and is undergoing rapid iterations. As a result, some of the instructio...

Adding a payment to an invoice in StoriiCare is a straightforward process. This support article guides you through each step to ensure a smooth transa...

On StoriiCare there is a toolset for personalizing your email templates to send invoices, enhancing the overall communication experience as branded em...

How to Access Invoices Bulk Actions on StoriiCare The Bulk Actions feature on StoriiCare enables users to efficiently manage multiple invoices simulta...

Adding Fixed Fees and Discounts to Billing Plans on StoriiCare Managing billing plans efficiently is crucial for seamless invoice generation. StoriiCa...

Connecting StoriiCare to Xero: A Step-by-Step Guide Integrating StoriiCare with Xero can streamline your invoicing process, ensuring efficient financi...

At current, StoriiCare does not directly interface with any accounting systems. However, we do recommend using our exports from our Day Care Register ...

Adding saved payment methods to a Payer profile on Billing is simple and can be configured under the Billing feature. Follow the steps below to ensure...

Introduction The 837 file is an electronic claim format used for submitting healthcare service information to payers for reimbursement. It follows t...