Accounts
All your important financial and accounts information.
Overview
A simple overview of the accounts tab
How to use the 'Account' tab🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Using the 'Account' tab in the patient record to manage payments and invoices.
How to create and manage family accounts🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Managing a family account from the 'Account' tab in the patient record
Settings
Configuring your treatment prices and items for sale
How to configure sundry items for sale🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to configure sundry items for sale in Dentally, including adding a description and default prices
How to create and edit payment plans/fee schedules🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Create a new payment plan and edit an existing payment plan
How to update payment plan pricing in bulk🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Changing and updating your payment plan & fee schedule pricing.
How to enable GST/VAT🇦🇺🇳🇿🇬🇧 AU/NZ/UK only - How to enable and report on goods and service tax (AU) and value added tax (UK)
Invoices
All your invoice need to know's and how to's
How to create an invoice for a completed treatment🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to create an invoice from within the charting tab.
How to add something to an invoice🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to edit an invoice to add a sundry item or add a discount
How to print invoices and receipts🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to print
an invoice to a patient, and create an itemised receipt
How to send invoices and estimates as email attachments🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to send invoices and estimates, created in Dentally, as email attachments
How to add an invoice discount 🇨🇦🇦🇺🇦🇺🇨🇦 AU/CA only - How to add discounts to an invoice
Refunding against a 0 balance 🇨🇦🇨🇦 CA only - Using discounts to complete a refund against a zero balance patient account
How to create, edit, delete or unlock an invoice🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Create a new invoice from within the account screen, and make edits to existing invoices
Payments
Payments, Deposits and Refunds
How to delete a payment🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Deleting payments from the 'Account' tab in the patient record
How to refund a patient🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to process a refund for patients in credit/not in credit
How to manage payments in the patient record🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Where to find and manage payments and invoices
How to change the details of a payment🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to change payment details
How to send payment links to patients🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Pay for treatment online with a payment link sent straight from the practice to the patient.
How to refund a patient via an integrated payment terminal🇦🇺 AU only - How to process a refund in Dentally using if you have an integrated terminal
Multi-Merchant - AU🇦🇺 AU only - A guide to HICAPS and Tyro multi-merchant.
How to show pending payments in a patient's account - CA only 🇨🇦🇨🇦 CA only - Recording and managing pending payments on a patient's account, for incoming insurance payments
When to record a pending payment 🇨🇦🇨🇦 CA only - Knowing when to record your pending payment will vary from claim to claim, every scenario is different!
How to take and manage deposits🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Taking advanced payments to be held against an account and later allocated to a specific invoice.
How to take a payment🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Process a payment new payment, either for a specific invoice or to allocate later.
Reconcilliation and allocation
Patient account reconciliation
How payment allocations work🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How payments are allocated
How to use payment allocations🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Understanding payment allocations, and the tools offered in Dentally to manage allocations.
How to use automatic allocations of payments🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Automatically allocating payments against invoices, and how to enable/disable this automation.
How to allocate or unallocate a payment🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Allocating and unallocating payments to the correct invoices, to ensure accurate reporting.
How to record payments made by finance companies🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to record payments on finance, and manage subsidies
Managing Migrated Balances🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - This is how we correctly clear a balance and recreate it as a payment line
A comprehensive guide to the payment allocations reports
FAQs
Account FAQs
How to create, link and delete opening balance after conversion🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - View, apply and delete an opening balance, when dealing with balances imported from previous softwares
How to write off a patient's debt🇦🇺🇳🇿🇮🇪🇬🇧 APAC/ROI/UK only - How to write off the debt of a patient
How to connect and use Stripe with Dentally🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Link Dentally to your Stripe account, and how to get online payments and deposits to work.
How to add a discount - UK only 🇬🇧🇬🇧 UK only - Adding a discount to a patient's invoice
How to bundle your payments🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Bundling takings, which locks the payments so they can't be edited or deleted.
How to generate a statement of account🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Generating a statement of account for a patient or family
How to avoid discrepancies in patient payments and balances🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Steps you can take to reduce the chance of payment and balance discrepancies in your patients' accounts.
How the 'unusual login' email worksIf we notice suspicious activity on your account, you will receive this email. Take a look at the why, what and how behind these emails here.