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Billing & Payments

  • Editing an Active Membership Plan
  • How To Give a Discount on an Ongoing Membership
  • Understanding the Aging Seat Option
  • How to Restock an Inventory Item
  • How to Change Item Markup Inherited from a Category
  • Failed Payment Reminders
  • How to Split a Charge
  • Changing Membership Price Rules in SigmaMD
  • How to Request Patient Payment Information
  • Understanding Membership Auto-Pay in SigmaMD
  • Automatically Adding Charges to Draft Invoices
  • How to Configure Aging Seats for Memberships
  • ACH Payment Failure Reasons
  • How to Duplicate a Membership Plan
  • Membership Draft Invoices Overview
  • 1099 Tax Form
  • Custom Invoice PDFs
  • Weekly Failed Payments Summary for Admins
  • Vaccine Charge Items
  • Eligibility Sync - How to enroll and link patients to group plans
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