Accounts
All your important financial and accounts information.
By Hebe and 2 others3 authors39 articles
Overview
A simple overview of the accounts tab
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/adjustment 🇨🇦🇦🇺🇦🇺🇨🇦 AU/CA only - How to add discounts/adjustments to an invoice
- How to refund against a 0 balance 🇨🇦🇨🇦 CA only - Using adjustments 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 after it is taken🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 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
- 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.
- How to troubleshoot discrepancies in a patient's balance or payments🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Troubleshooting steps for when a patient's balance is not as expected