• How Taxes Are Calculated

    • January 30, 2021
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  • Account Standing Settings

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    Learn How to Set Your Account Standings Preference

  • Link a Recurring Series to Level Billing

    • Patrick Cash

    How to Link Recurring Series to Level Billing

  • How to Mark a Visit as “Not Serviced”

    • Patrick Cash

    Learn How to Mark a Visit as Not Serviced

  • Multi-Step Program Templates

    • Patrick Cash

    Learn How to Create a Multi-Step Template

  • Multi-Step Programs

    • Patrick Cash

    Learn How to Use a Multi-Step Program

  • Rearrange Visit Orders for Each Day

    • Patrick Cash

    Learn How to Rearrange Your Visits

  • Charge a Customer’s Saved Credit Card

    • Patrick Cash

    Learn How to Charge Cards on File

  • Adding a Customer’s Credit Card on File

    • Patrick Cash

    Learn How to Add a Customer’s Credit Card on File

  • How to Delete a Payment

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    How to Delete a Payment

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