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ACCOUNTS
All your important financial and accounts information.
13 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 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