Accountant Guide
Financial management — invoices, revenue reports, subscription billing, usage tracking
Financial dashboard and reports
What the accountant role sees - collections, refunds and settlements - why gateway fees are not a Treatlly charge, and a monthly reconciliation routine.
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4 months ago
Subscription billing and usage reports
Reading your subscription invoices, understanding pro-rata and overage lines, and reconciling them - kept separate from patient revenue.
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4 months ago