All Collections
Accounts
All your important financial and accounts information.
Overview
A simple overview of the accounts tab
The Account TabHow to find Invoices, payments and statement of account in the patient's account tab
Settings
Configuring your treatment prices and items for sale
Configure sundry items for saleHow to configure sundry items for sale in Dentally, including adding a description and default prices. Add multi-site locations
Creating/editing payment plansCreate a new payment plan. Edit an existing payment plan
Changing treatment pricesChanging and updating treatment prices.
Invoices
All your invoice need to know's and how to's
Producing an InvoiceHow to create an invoice from within the charting tab.
Selling SundriesHow to add sundry items to your invoice. How to remove line items from an invoice
I want to add something to an invoiceHow to change an invoice to add a sundry item or add a discount
Print or Email an Invoice and ReceiptHow to print or email an invoice to a patient. How to create an itemised receipt
How to send invoices and estimates as email attachmentsHow to send invoices and estimates, created in Dentally, as email attachments
Changing and Deleting InvoicesHow to change, delete, unlock invoices
Adding an Invoice Discount 🇨🇦🇦🇺How to add discounts to an invoice. This article applies to Canadian and Australian practices only 🇦🇺🇨🇦
Refunding against a 0 balance 🇨🇦Using discounts to complete a refund against a zero balance patient account 🇨🇦
Deleting an InvoiceEverything you need to know about deleting the different types of invoices in Dentally...
Payments
Payments, Deposits and Refunds
How to process a paymentHow to take a payment from the patient's account tab and explain payments manually...
Deleting a Payment from the account tabHow to delete a payment in a patient's record?
Refunding a patient in DentallyHow to refund a patient, using a credit, or refunding an unused payment
How to manage payments in DentallyLet's take a look at how to take deposit payments, process payments and manage accounts.
Changing Payment DetailsHow to change payment details
Payment linksPay for treatment online with a payment link sent straight from the practice to the patient.
How to refund a patient in Dentally? - Australia Specific 🇦🇺How to process a refund in Dentally? - Australia Specific 🇦🇺
Multi-Merchant - AUA guide to HICAPS and Tyro multi-merchant.
Reconcilliation
Patient account reconciliation
Match payments to invoicesHow do I match a payment to an invoice?
Statement of AccountHow to create and print a Statement of Account for a patient. Show a patient their payment history
Finance Payment and SubsidiesHow to record Finance payments and manage subsidies in the Practitioner Activity Report
Bad DebtsHow 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
Managing Migrated BalancesFor your query, this is how we correctly clear a balance and recreate it as a payment line
FAQs
Account FAQs
Post Conversion - Opening BalancesLearn how to create, apply and delete an opening balance, when dealing with balances imported from previous softwares
How do I match unexplained payments to patients in Dentally?How to deal with unexplained payments and how to match them to payments
Changing a treatment plan after you have charged for itHow to change a treatment plan after an invoice has been raised and paid
How to write off a patients debt?Lets take a look at how to write off the debt of a patient.
How to connect Dentally to your Stripe accountUnderstand how to link Dentally to your Stripe account, and how to get online payments and deposits to work.