ACCOUNTS

All your important financial and accounts information.

12 articles in this collection
Written by Rosie Diver

I want to add something to an invoice

How to change an invoice to add a sundry item or add a discount

Written by Rosie Diver
Updated this week

I want to change a treatment plan after I have charged for it

How to change a treatment plan after an invoice has been raised and paid

Written by Rosie Diver
Updated this week

Bad Debts

How to handle Bad debts, write off a bad debt, clear debt from the invoice report, set a patient as a Bad Debtor, report bad debts

Written by Rosie Diver
Updated over a week ago

Match payments to invoices

How do I match a payment to an invoice?

Written by Rosie Diver
Updated this week

Changing Payment Details

How to change payment details

Written by Rosie Diver
Updated over a week ago

Print or Email an Invoice and Receipt

How to print or email an invoice to a patient. How to create an itemised receipt

Written by Rosie Diver
Updated over a week ago

Processing a Payment

How to take a payment from the patient's account tab

Written by Rosie Diver
Updated over a week ago

Producing an Invoice

How to create an invoice from within the charting tab.

Written by Rosie Diver
Updated over a week ago

Refunding a Patient

How to refund a patient, using a credit, or refunding an unused payment

Written by Rosie Diver
Updated over a week ago

Selling Sundries

How to add sundry items to your invoice. How to remove line items from an invoice

Written by Rosie Diver
Updated over a week ago

Statement of Account

How to create and print a Statement of Account for a patient. Show a patient their payment history

Written by Rosie Diver
Updated over a week ago

Taking Deposit Payments

How to take deposit payments

Written by Rosie Diver
Updated over a week ago