The actions described in this lesson require a Manager permission on your clinic.
Overview
General billing settings allow you to customize how your clinic handles invoices, payments, and billing workflows - so everything runs smoothly and aligns with how your clinic operates.
With these settings, you can:
- Control what patient address appears on patient invoices
- Stay informed when payments are made
- Enable or disable optional billing features (e.g., insurance, gift certificates)
- Tailor billing workflows to fit your clinic’s needs
These settings help reduce manual follow-up, improve consistency, and ensure your billing experience works the way you expect.
Accessing general billing settings
To manage your billing settings, click on Billing > Settings in the top bar and then on General settings.
You will then be presented with settings to choose from. Each of these settings is reviewed in detail below. If you update any of your settings, click on the 'Update settings' button to save your changes.
Settings to manage which address to include on patient invoices
By default, Embodia tries to infer the address from the location of the associated consult. You can override this to either:
- Include the default address; or
- Not to include any address.
Settings to manage when a patient makes a payment
When a patient makes a payment, you can opt-in to receive an email notification. You can:
- Select if you want this notification email to go to the treating practitioner;
- Specify other email addresses that should also receive the payment notification.
This helps your team stay up to date on payments without manually checking invoices.
Other settings
You can also enable or configure the following options:
- Add practitioner signature to invoices. This requires the practitioner to have a signature saved to their account.
- Allow partial payments using packages/memberships
- Enable optional features:
These options allow you to expand your billing capabilities based on your clinic’s needs.
Related guides
- Setting up your payment methods - Learn how to add and configure payment methods so you can collect payments from patients.
- Contact information and branding - Learn how to add information that can be included on patient invoices such as your business tax number, corporation number, etc.
- Patient properties - Learn how to add specific patient information, such as date of birth and phone number, to invoices.