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ACCOUNTS
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 over a week ago
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
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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.
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Written by
Clare Levy
Updated over a week ago