Welcome!
Course Workbook
IntakeQ Facebook Groups
Module 1: Getting Started
Module 2: Scheduling
Module 3: Billing
Module 4: Questionnaires and Consent Forms
Module 5: Notes and Journal Entries
Module 6: Office Management
Module 7: Advanced Tools & Integrations
Thank You!
Module 3.13 – Refunds
1.How to issue a refund:
- Refunding or removing invoice payments: https://support.intakeq.com/article/261-how-to-refund-or-remove-invoice-payments

2. Issuing credit:
- Adding payment credit: https://support.intakeq.com/article/272-adding-payment-credit-to-your-clients
