Back to Help Center Home

Payments iQ

Helpful guides on the TiQ Payment workflows for co-pays and self-pay clients

How to remove a clients payment method from the portal - New Guide

How to view a Transaction Receipt

Jimena H.

February 1, 2023

How to Access the Client Transaction Ledger

When do clients receive invoices for services?

Understanding the Transaction Ledger and Transaction Glossary

Understanding the Invoice Aging Report

Third Party Invoicing

How to View Account Balance Details in Depth

How to Utilize a Credit on Account to Pay a Client Invoice

How To Set Up Your Stripe Terminal

How to Save a Client Credit Card on File

How to Record an Insurance Payment

How to Process Bulk Client Invoice Payments

How to Issue a Client Refund, Adjust and Settle an Invoice

How to Edit Services and Fees of Appointments

How to Delete a Transaction from the Ledger

How to Collect Payments For A Group Session

How to Collect Payment for Client Invoices

More categories

Browse all categories

Client iQ

Helpful guides on how to manage your caseload on a Client Centric system like TiQ

Client Portal

How the Client Portal works with tools that allow you to support your clients

Video iQ

Helpful guides on scheduling and holding tele-health sessions with your clients via Video iQ

2023 Powered by Therapy iQ