Payments Archives - Page 2 of 2

Upload and Allocate Electronic Remittance Advice (ERA) files (.835)

14.01.2016 Billing, Payments, Support Posts

Upload an ERA in BreezyNotes If you haven't already, you will need to download your ERA from your clearinghouse (tutorial for Ability). The first time you upload, you must first make sure Pop-Up Blockers are disabled for breezynotes.com. Disabling Pop-Up Blockers in Google Chrome (Two options) Version 1...

Retrieve a Previously-Generated Receipt

06.01.2016 Payments, Support Posts

To retrieve a receipt that you generated in the past: Go to Reports > Financial > Front Rec Filter by the date of payment (or a range) Click on the date/time in the Time column to open the receipt you'd like to see. Click Print ...

Issuing Refund for Overpaid Client

04.01.2016 Payments, Support Posts

Sometimes a client overpays for a session. When you need to reimburse the client, you can issue a refund by utilizing our takeback column: Go to Payments > Batch Enter the amount of the refund as a negative number in the "Payment Amount Field" Enter...

Accepting and Applying a Pre-Payment from a Client

03.01.2016 Payments, Support Posts

1. Entering a Pre-Pay When a client pre-pays, you can enter it using our Payments tab. Select the Client. Click on Payments. If the client is Private Pay, change Client Coverage to "Insurance." Select "Pre Pay" in the Payment Against column. Enter the pre payment amount. ...

Entering Client Payments (Cash, Check, Credit Card)

03.01.2016 Payments, Support Posts

This tutorial covers how to enter Cash, Check or Credit Card payments into BreezyNotes. We do offer credit card processing through Stripe (visit Stripe here). For more information on how to integrate Stripe into Breezynotes, click here. Once you have received a client payment: Select the...

Accepting Insurance Payments

02.01.2016 Payments, Support Posts

To receive and distribute a payment from insurance, follow these steps: Go to Payments Click the "Batch" tab To the right, select the payment method Under "Payment From," type the name of the insurance company you're accepting payment from and click the option that pops...