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Kareo Help Center

Invoicing FAQs

Updated: 09/11/2020
Views: 53

Answers to the most common invoicing questions.

Question Answer
How will my invoice be delivered? Invoices are emailed to the Billing Contact on file for your account starting on the evening of the 1st of every month.

If necessary, the account administrator can change the recipient in Manage Profile through My Account.
Why does the invoice amount not match the initial price quote? Subscription fees are billed monthly in advance. A pro-rated fee in arrears will be billed based on the date of activation in addition to the monthly fee.
Why are invoices issued prior to completing set up? Kareo invoices monthly on the 1st of every month. Based on the activation date, purchased services, and products, you may receive an invoice before you have completed your set-up.
Why are you still billing me for a provider that was deactivated? If a provider is active after the 1st of the month, you will see a fee for this provider on your invoice. Based on the Terms of Service, you should submit a cancellation or deactivation request to [email protected] no less than 10 days before the end of the month for a Cancellation Team Member to contact you.
Why doesn't the credit I was issued appear on my invoice? Credits do not appear on Kareo invoices. Credits will be applied to current and future balances prior to a payment being processed.
Where can I find previous month's invoices? An account administrator can view previous invoices in Invoice History through My Account.
How can I change the billing information on my invoice? An account administrator can change the billing information in Manage Profile through My Account.
How can I change the invoice recipient? An account administrator can change the recipient in Manage Profile through My Account.
How do I add or update a credit card or direct debit account? An account administrator can Change Payment Information through My Account.
How do I contact Kareo Accounting? Contact us by phone at (888) 775-2736, Monday - Friday from 7:00 AM to 4:00 PM PST or email us at [email protected]. Please use your Kareo Account Number, Invoice Number, Case Number, or User Account to identify your account.
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