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How do I set up Cryostorage Contract Invoicing Strategies?

Learn how to configure billing for cryostorage contracts in your clinic settings.

Kiera Frances Martin avatar
Written by Kiera Frances Martin
Updated today

Set up your cryostorage invoicing strategies to bill for to your patients' cryostorage contracts.

How to set up your Invoicing Strategies

  1. Visit your clinic settings > "Cryostorage Contracts"

  2. View and edit pre-existing contracts

    • Edit a contract by clicking on it, making your edits, and clicking "Save"

    • Deactivate a contract by clicking on it, clicking "Deactivate"

  3. Create a new cryostorage contract

    • Contract Type: choose the object of each invoice (patient, sample, fixed amount) and name the contract

    • Billing Configuration: set up the billing configuration – including the billing period, default contract term, fee amount, and delay billing start (use this option if you would like a billing-free period for storage)

    • Payment Terms: indicate the number of days by which an invoice needs to be paid before being marked as overdue.

  4. Your Invoicing Strategies will appear on the dropdown for Invoicing Strategies when creating a new cryostorage contract.

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