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Payments iQ

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

Enable AutoPay for specific clients

Understanding Insurance Billing for Couples/Family

How To Create A Client Credit

Navigating Your TiQ Support Ticket Portal

Understanding the Data Selector from the Ledger

How To Generate a Billing Statement

How To Remove A Client Payment Method

How to view a Transaction Receipt

Jimena H.

November 6, 2023

How to add an Adjustment Note

How to Access the Client Transaction Ledger

Understanding the Transaction Ledger and Transaction Glossary

Understanding The Invoice Aging Report

Understanding Dynamic Reporting - Financial Reports Dashboard

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 Open Multiple Tabs and Windows in TiQ

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 Create A Superbill

How to Contact TiQ Support

How to Collect Payments For A Group Session

How to Collect Payment for Client Invoices

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Secondary Insurance on TiQ

Secondary Insurance on TiQ

Helpful guides on the TiQ secondary insurance workflows.

Reporting iQ

Guides on Reporting Features in TiQ

Client iQ

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

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