Use Services & Billing to control which PayStack services an office uses and how that office will be billed.
New offices start with your ISO’s default billing rates, but you can customize pricing and billing settings for an individual office when needed.
Configure the Office
- Open Manage Dental Offices.
- Select the office you want to update.
- Open Services & Billing.
- Enable the services the office will use.
- Review the pricing and included usage for each service.
Depending on the services enabled, you may configure:
- Windows Module — Monthly rate, licenses, connection pricing, and included connections
- AR Module — Monthly rate, mailed statement pricing, included text messages, and additional text-message pricing
Change these rates only when the office should be billed differently from your ISO defaults.
Review Billing Settings
Confirm the office’s billing information, including:
- Billing email
- Payment method
- Bill this Office via PayStack
- Billing start date
- Billing end date, if applicable
- Any additional recurring charges or adjustments
The Start Billing Date determines when the office becomes eligible for billing.
Check the Estimated Total
Use Calculate Estimated Monthly Total to review the office’s expected monthly charges.
This is a quick way to confirm that the correct services, rates, and quantities have been entered before you begin invoicing the office.
Tip: Review the estimated total whenever you change an office’s services or pricing.
Powered by