Configuring billing settings in your SPC. Go to your left hand navigation menu, select configuration, and choose the second from the last billing set up. Now, in our billing settings, we can create our tax rates, discount reasons, refund reasons, adjustment reasons, other payment types, credit cards accepted, default date settings, default greeting texts, signature text on printed pages, and last but not least, additional quote text.

For our tax rates, this is where we set up our sales tax or any taxes that are applicable to your practice. We can view the taxes collected. We can see we have our sales tax at 7% for our department of revenue. To manage this, go ahead and click on manage tax rates. We can choose to delete or edit. To edit, simply click on the field and type away. If we wanted to change this from 8% or 7%, and once we’re done, click on save.

We can also create tax rates by clicking on the create tab. Type in the tax name, the agency name, and then the tax rate. Once finished, click on save, and that will show here for you.

Next is our discount reasons. So you can see these first two are already configured in your SPC, your membership as well as reward points, and then the last few have been personalized. So we have employee, friend/family, introductory offer, military package, social media influencer, student and VIP. To edit or delete one of these discount reasons, follow the row to the right side. Click on the red icon for delete or the blue icon for edit.

For the sake of practice, let’s go ahead and go to friend/family. So I’m going to the right hand side of this row, clicking on the edit button, editing the name here by clicking in the field. So friends and family. Click on save. Anytime we save any of these it’s going to bump us back to the top. So just scroll on down back to where we edited that discount reason, and we can see friends and family has been updated.

Now for refund reasons, you can see that we have created customized fees, account credit, allergy, no longer interested, not a candidate, and unrealistic expectations. Again, to edit or delete one of these refund reasons, go to the far right hand side of that row and click on the red icon for delete or the blue icon to edit. To add a new refund reason, click on add refund reason on the right hand side of this. Then type your refund reason here, and once you’re done, click on save.

Our next step is adjustment reasons. Now, we can see we have a few added here. Again, we customized this based on the SPC place sandbox so yours will look a little bit different if it does have any. Same story is true. Go to the right hand side of that row to edit or delete the adjustment reason. To add a new adjustment reason, click on add adjustment reason on the right hand side, and from here you can go ahead and add that adjustment reason. Then click on save, and again, it’s going to pop us back to the top and then we’ll scroll down and discuss other payment types.

For our other payment types we can see that we have account credit, care credit financing, PayPal, and Square. To edit or delete a payment type, go to the right hand side of the row, click on the red icon for delete or the blue icon to edit. To add a new payment type, click on add payment type, and let’s say for the sake of example, we accept [Brilliant Distinctions 00:03:48]. So let’s go ahead and add that here. Type in Brilliant Distinctions. Then click on save. Once you select save, it’s going to bring us back to the top where we can just simply scroll down and see that Brilliant Distinctions has been added as an other payment type.

Our next step is looking at our credit cards that we accept. Right now we can see that we accept American Express, Discovery, MasterCard or Visa. To edit or delete one of these credit cards, go to the right hand side of that row, click on the red icon with the white trash can to delete or click on the blue icon to edit. If we want to add a new type of credit card that we accept, click on add credit card, type in the name of the credit card, then select save. Once you click on unsafe, that’s going to bring you to the top where you can simply scroll down and see that that credit card has been added to the ones that you accept.

Our next step is default date settings, and this is where we set the defaults for dates created on your bills and quotes. It is recommended to use zero, 30, 60, or 90. I’m going to keep this as 60 so my quotes will expire after 60 days. Now, let’s scroll down again and find our default greeting text. We can see our greeting text for quotes as well as the greeting text for receipts, and this greeting text will appear in the notes section of transaction documents. To customize these, simply click in the field and begin typing away. To delete anything, click in the field and click on your backspace, or you can highlight it and type what you would like to appear.

I’m going to leave the greeting text for quotes as is, and for our greeting texts for receipts, same story is true. Simply click in the field if you want to edit your greeting text. In this case, let’s change this to, “We thank you for your business.” Now for a signature text on printed pages, we can edit this by again clicking in the field and writing what we want it to say for our quotes and our receipts.

This text that we have here is going to show up on our printed bills and quotes in the signature area. To edit the additional quote text, scroll down a touch further and we can add any disclaimers here, and this is going to show up underneath our quotes. To add something here, simply click in the field and type away, or else you can right click and paste. Once you’re done, scroll down and click on save. This will save everything that we’ve just added. It’s going to bring us back to the top where we can simply scroll down and see exactly what updates were made, and that’s how you configure your billing settings.