Billing

This folder is the associate-facing source of truth for billing procedures.

Start here

Billing clients

• Billing clients — admin responsibilities — Head & Heart admin bills clients (invoices, credit cards, Interac e-transfers, and insurance direct billing).
• Direct billing to insurance
• Failed card decline — associate role
• Late cancel / no-show scripts
• Third-party payer — non-insurance

Associate invoicing (getting paid)

• Invoicing HH procedures — how to invoice Head & Heart, twice-monthly pay periods and pay dates, required invoice fields, and expectations. Head & Heart pays by Interac e-transfer. After you receive payment, send a receipt marking the invoice paid.
• Invoice example + common mistakes — example invoice + common mistakes (use after reading the invoicing procedure).