How do I set up a recurring invoice that will show services, patient and insurance payments and patient and insurance balances

Hello, Sakheim. I'll guide you to an easy way to show all the charges for your client on the invoice when setting up a recurring transaction.

When setting up a recurring transaction, it's important to provide your client with a clear and detailed breakdown of all the charges on the invoice. To do this, you can itemize each charge separately and include any relevant descriptions or notes. For example, if you charge your client for a monthly service, you can list the service fee and any applicable taxes or fees as a separate line item on the invoice. If there are any one-time charges or adjustments, you can also include those as individual line items. 

Then, let's go to your invoice template setting and mark check the Show on Invoice box to ensure these charges and payments from your client will display when you set up a recurring transaction. Here's how to do it:

1. Click the Gear icon, then select Custom form styles.
2. Select the default Invoice template and click Edit.
3. Under Content, make sure you mark check the Show on the invoice.
4. Press Done once finished.

By providing a detailed invoice, you can ensure that your client knows what they are being charged for and that there are no misunderstandings or disputes. 

To review your recurring transactions and their linked accounts, refer to this article: List all your recurring transactions. It provides step-by-step instructions on how to access and review your recurring transactions. 

If you want to learn more about scheduling recurring invoices, you can check out this article: Schedule recurring invoices. It explains creating and managing recurring invoices, including setting up a schedule and customizing the invoice details.

 Please let me know if you need further assistance setting up your recurring transactions. The community is always available 24/7. Have a great day, and stay safe!