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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 634 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 451 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 459 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 437 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 479 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 603 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 404 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 671 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 419 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 485 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 540 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 669 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 445 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 529 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 526 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 452 views 0 likes
Occasionally, you may make an error on an invoice or a receipt. Be it incorrect session times, amount charged, or...
Service Fee Discounts allow you to control the discounts that you are offering to your clients on the cost of...
February 4th, 2025 644 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 149 views 0 likes