ACCOUNTS

All your important financial and accounts information.

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23 articles in this collection
Written by Clare Levy and Shelley Withington

The Account Tab

How to find Invoices, payments and statement of account in the patient's account tab

Written by Shelley Withington
Updated over a week ago

Invoices

Producing an Invoice

How to create an invoice from within the charting tab.

Written by Shelley Withington
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 Shelley Withington
Updated over a week ago

I want to add something to an invoice

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

Written by Shelley Withington
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 Shelley Withington
Updated over a week ago

Deleting an Invoice

When, how and why delete an invoice, locked invoices, locked invoice on completed treatment plans, how to unlock an invoice

Written by Shelley Withington
Updated over a week ago

How to send invoices and estimates as email attachments

How to send invoices and estimates, created in Dentally, as email attachments

Written by Shelley Withington
Updated over a week ago

Changing and Deleting Invoices

How to change, delete, unlock invoices

Written by Shelley Withington
Updated over a week ago

Payments

Processing a Payment

How to take a payment from the patient's account tab and explain payments manually

Written by Shelley Withington
Updated over a week ago

Payment links

Pay for treatment online with a payment link sent straight from the practice to the patient. COVID-19 staff safety feature - SMS, email

Written by Shelley Withington
Updated over a week ago

Deleting a Payment from the account tab

How to delete a payment in a patient's record. Payment locking. Xero.

Written by Shelley Withington
Updated over a week ago

Refunding a Patient

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

Written by Shelley Withington
Updated this week

Taking Deposit Payments

How to take deposit payments

Written by Shelley Withington
Updated over a week ago

Changing Payment Details

How to change payment details

Written by Shelley Withington
Updated over a week ago

Reconcile accounts

Match payments to invoices

How do I match a payment to an invoice?

Written by Shelley Withington
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 Shelley Withington
Updated over a week ago

Finance Payment and Subsidies

How to record Finance payments and manage subsidies in the Practitioner Activity Report

Written by Shelley Withington
Updated over a week ago

Changing a treatment plan after you have charged for it

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

Written by Shelley Withington
Updated over a week ago

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 Shelley Withington
Updated over a week ago

How do I match unexplained payments to patients in Dentally?

How to deal with unexplained payments and how to match them to payments

Written by Shelley Withington
Updated over a week ago

Admin / settings

Configure sundry items for sale

How to configure sundry items for sale in Dentally, including adding a description and default prices. Add multi-site locations

Written by Clare Levy
Updated over a week ago

Creating/editing payment plans

Create a new payment plan. Edit an existing payment plan

Written by Shelley Withington
Updated over a week ago

Changing treatment prices

Changing and updating treatment prices.

Written by Clare Levy
Updated over a week ago