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
Family/ Small-Business Subscriptions
Overview In addition to standard individual subscriptions, Cerbo allows you to link one or more dependents' subscriptions to another patient, so they a...
Tue, 2 Jan, 2024 at 1:52 PM
Estimated Charges
Overview "Estimated Charges" can be prospective or prepaid charges that can be added to a holding tank, and converted into regular charges if/ wh...
Mon, 18 Dec, 2023 at 3:10 PM
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...
Mon, 3 Jun, 2024 at 7:26 AM
Supplement/Lab Bank Workflow (Excluding Income Reporting)
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, 10 Jul, 2024 at 3:36 PM
Manage Discounts - Auto-Apply Rules
Overview This feature allows you to set rules for your system discounts to be automatically applied to patient charges based on the patient's tags and ...
Thu, 29 Dec, 2022 at 3:28 PM