Dentally

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

The Account Tab

Shelley Withington

Amber Morris

Clare Levy

All your important financial and accounts information.

ACCOUNTS

How to create an invoice from within the charting tab.

Producing an Invoice

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

Selling Sundries

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

I want to add something to an invoice

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

Print or Email an Invoice and Receipt

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

How to send invoices and estimates as email attachments

Changing and Deleting Invoices

All the when how and whys you need to know for deleting an invoice, locked invoices and locked invoices on completed treatment plans.

Deleting an Invoice

Invoices

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

Processing a Payment

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

Deleting a Payment from the account tab

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

Refunding a Patient

Taking Deposit Payments

Changing Payment Details

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

Payment links

Payments

Match payments to invoices

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

Statement of Account

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

Finance Payment and Subsidies

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

Changing a treatment plan after you have charged for it

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

Bad Debts

For your query, this is how we correctly clear a balance and recreate it as a payment line

Managing Migrated Balances

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

How do I match unexplained payments to patients in Dentally?

Learn how to create, apply and delete an opening balance, when dealing with balances imported from previous softwares

Post Conversion - Opening Balances

Reconcile accounts

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

Configure sundry items for sale

Create a new payment plan. Edit an existing payment plan

Creating/editing payment plans

Changing treatment prices

Admin / settings

How to add additional family members to a CDBS Medicare card

Medicare - Add Additional Family Members

The ability to add CDBS balance amounts to eligible patients

Medicare - Adding / Editing a patient CDBS Balance

How to claim for a Medicare CDBS treatment (bulk bill)

Medicare - Charging a CDBS Treatment

The ability to add Medicare card details to patient details

Medicare - Adding Medicare Card Details

Medicare - CDBS Bulk Bill

Anke Michalik

Ben Jones

Medicare / Health Funds

Visit our website

Find answers and get help from Intercom Support and Community Experts