Configuring Billing and Invoicing
Set up your facility's billing defaults, including currency, tax rates, invoice numbering, and accepted payment methods.
Before your billing team issues its first invoice, it's worth spending a few minutes getting the defaults right in Settings > Billing. These settings apply across your tenant, so consistent configuration here saves rework later.
Start with Currency & Locale, where you set the default currency your facility bills in. This affects how amounts are formatted throughout the platform, from patient statements to financial reports.
Next, open Tax Rates to define the rates that apply in your jurisdiction. You can create multiple tax rates and mark one as default, then override it on individual line items when a specific service is taxed differently.
Under Invoice Numbering, choose a prefix and starting number for your sequence, such as INV-2026-0001. Atlas increments this automatically, and the sequence cannot be edited retroactively once invoices exist, so confirm the format before your first real invoice goes out.
Finally, in Payment Methods, enable whichever options your facility accepts, such as cash, card, bank transfer, or insurance billing, so front-desk staff only see relevant choices at checkout.
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