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The Account Summary tool can be used to quickly generate a full report of the client's sessions and charges within...
February 5th, 2025 820 views 0 likes
Owl Practice allows you to set up your tax rate on a service by service basis. This allows you to charge...
February 5th, 2025 594 views 0 likes
Occasionally, you may experience Bad Debt, or a debt that cannot be recovered. This would happen when a client has...
February 5th, 2025 588 views 0 likes
If your client owes you for more than one session, and has made a payment for less than their full...
February 5th, 2025 553 views 0 likes
Circle of Care For those clients who you see in session but bill someone else, you will use Owl's Default Bill-To tool....
February 5th, 2025 631 views 0 likes
In order to ensure your clinic receives payment for services rendered in a timeline manner, we recommend taking advantage of...
February 4th, 2025 781 views 0 likes
If your Owl account is overdue, you will receive a series of notifications to help you resolve the situation depending...
February 4th, 2025 529 views 0 likes
Invoices are financial documents used to demonstrate balance owed by a client for services rendered. Invoices are generated for every...
February 4th, 2025 874 views 0 likes
Workflow Queued Autopay transactions that are queued to process overnight will show in the Workflow under the new Autopay section...
February 4th, 2025 542 views 0 likes
Fee percentages for Late Cancellation and No Show sessions can now be applied to each service in the Service List....
February 4th, 2025 615 views 1 likes
Owl's split session charges feature allows you to split the cost of a session across multiple payors. Clinics can use...
February 4th, 2025 680 views 0 likes
Owl's financial adjustments feature allows you to easily make changes to invoices without having to delete the invoice and recreate...
February 4th, 2025 864 views 0 likes
If you have opted to use the Generate Manually invoicing method, you will need to create all invoices using the...
February 4th, 2025 576 views 0 likes
Once you create financial documents, you can supply them to your clients for their own records. There are three options...
February 4th, 2025 700 views 0 likes
Once you have invoiced for a session and a client has paid you for the session, you will need to ...
February 4th, 2025 677 views 0 likes
Non-Session Charges is a feature which allows you to document and create invoices for any fee you are giving to...
February 4th, 2025 583 views 0 likes
Occasionally, you may make an error on an invoice or a receipt. Be it incorrect session times, amount charged, or...
February 4th, 2025 695 views 0 likes
Service Fee Discounts allow you to control the discounts that you are offering to your clients on the cost of...
February 4th, 2025 870 views 0 likes
You are now able to send outstanding payment reminders to your clients from both the client profile and the workflow...
February 4th, 2025 205 views 0 likes