Onshore Medical
Dashboard
Patients
Appointments
Encounters
Documents
Communications
Financials
Admin
Medical Workspace
Billing
Financials
Create, import, and manage invoices without locking into one processor.
Create Invoice
Select client
Select matter
Create Invoice
Bulk Import CSV
Required headers: client_id, amount
Optional: matter_id, invoice_number, currency, due_date, status, notes
Import Financials
Invoice Register
Invoice
Client
Matter
Amount
Status
Actions