by lezdotechmedknowledgebase | Aug 29, 2024 | Billing
Partially Paid Status When an invoice is not paid completely, it is marked as “Partially Paid” in the billing module of CaseDrive. The partially paid status is highlighted in blue for immediate attention. The row also contains information on the Invoice...
by lezdotechmedknowledgebase | Aug 29, 2024 | Billing
Overdue Status When an invoice is not paid by its due date, it is marked as “Overdue” in the billing module of CaseDrive. The overdue status is highlighted in orange for immediate attention. The row also contains information on the Invoice Date, Invoice...
by lezdotechmedknowledgebase | Aug 29, 2024 | Billing
Due Status Due indicates the users that the invoice is outstanding and payment is expected by the due date. The due status is highlighted in red for easy visibility. The row also contains information on the Invoice Date, Invoice ID, Due Total and Actions to be taken....
by lezdotechmedknowledgebase | Aug 28, 2024 | Billing
How CaseDrive’s Credit Memo Works Accessing the Credit Memo Section Navigate to the Billing section on the left sidebar and select Credit Memo. This page displays a list of all credit memos issued to clients. Credit Memo Tabs and Filters: All Credits: This tab...
by lezdotechmedknowledgebase | Aug 28, 2024 | Billing
Managing Estimates When uploading a new case, Users can choose whether they require an estimate for the case by selecting “Yes” or “No” using the toggle button. By switching the toggle to “Yes,” users can receive an estimate for the...
