Billing in Cerbo

Change your sales tax rates
Overview You can always modify the sales tax rate on a single charge by going to AdminĀ > ManageĀ > Charges, finding the charge in question, and editin...
Thu, 12 May, 2022 at 3:56 PM
Grouping Family/ Small-Business Subscriptions - Bluefin ONLY
Overview In addition to standard individual subscriptions, Cerbo allows you to link one or more dependents' subscriptions to another patient, so they a...
Thu, 4 Nov, 2021 at 10:58 AM
Estimated Charges
Overview "Estimated Charges" are prospective or future charges that can be added to a holding tank, and converted into regular charges if/ when a...
Mon, 26 Jul, 2021 at 10:58 AM
Checking Out Walk-in Retail Customers and Non-patient Charge
Overview Practices with a substantial retail component often run into scenarios where they need to check out a customer who isn't necessarily a patient...
Thu, 9 Sep, 2021 at 10:45 AM
Apply Discount to Multiple Charges
Overview You can add discounts on a per-charge and per-charge-group basis. Alternatively, this article covers how to bulk-apply a discount to a group of ch...
Tue, 17 May, 2022 at 11:03 AM
Prepaid Package Billing
Overview If your clinic sells packages, you can use Cerbo to track what the patient has paid, still owes, and what they have used out of their included ser...
Wed, 17 May, 2023 at 9:56 AM
Supplement/Lab Bank Workflow
Overview The goal of this workflow is to create credit banks that you can deduct labs and supplements purchased from. This method will allow you to create ...
Wed, 16 Aug, 2023 at 12:30 PM