ACCOUNTS

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 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 Rosie Diver
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 Rosie Diver
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 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 over a week ago

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 this week

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