Accounts
All your important financial and accounts information.
Overview
A simple overview of the accounts tab
How to use the new 'Account' tab🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - Using the 'Account' tab in the patient record to manage payments and invoices.
How to create and manage family accounts using the new account screen🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - Managing a family account from the 'Account' tab in the patient record
How to use the legacy 'Account' tab🇬🇧 UK only - How 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 sale🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - 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🇨🇦🇮🇪🇦🇺🇬🇧 CA, ROI, AU, UK - Create a new payment plan. Edit an existing payment plan
How to update payment plan pricing in bulk🇨🇦🇦🇺🇮🇪🇬🇧 CA, AU, ROI, UK - Changing and updating your payment plan & fee schedule pricing.
How to enable GST/VAT - AU/UK only 🇦🇺🇬🇧🇦🇺🇬🇧 AU/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🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - How to create an invoice from within the charting tab.
Selling Sundries🇨🇦🇮🇪🇦🇺🇬🇧 CA, ROI, AU, UK - How to add sundry items to your invoice. How to remove line items from an invoice
How to add something to an invoice🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - How to edit an invoice to add a sundry item or add a discount
Print or Email an Invoice and Receipt🇦🇺🇮🇪🇬🇧🇨🇦 AU, ROI, UK, CA - How to print or email an invoice to a patient. How to create an itemised receipt
How to send invoices and estimates as email attachments🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - How to send invoices and estimates, created in Dentally, as email attachments
How to unlock and edit a charged treatment🇬🇧🇨🇦🇦🇺🇮🇪 UK, CA, AU, ROI - How to change, delete, unlock invoices
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 or delete an invoice in the new 'Account' tab🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - Create a new invoice from within the new account screen, and make edits to existing invoices
Payments
Payments, Deposits and Refunds
How to delete a payment using the new account screen🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - Deleting payments from the 'Account' tab in the patient record
How to process a refund🇨🇦🇮🇪🇦🇺🇬🇧 CA, ROI, AU, UK - How do I process a refund for patients in credit? & how do I process a refund for work carried out? 👇
How to manage payments in the patient record🇦🇺🇮🇪🇬🇧🇨🇦 AU, ROI, UK, CA - Let's take a look at how to take deposit payments, process payments and manage accounts.
Changing Payment Details🇨🇦🇮🇪🇦🇺🇬🇧 CA, ROI, AU, UK - How to change payment details
How to send payment links to patients🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - Pay for treatment online with a payment link sent straight from the practice to the patient.
How to refund a patient in Dentally 🇦🇺🇦🇺 AU only - How to process a refund in Dentally?
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 using the new account screen🇦🇺 🇬🇧 🇨🇦 🇮🇪 AU, UK, CA, ROI - Taking advanced payments to be held against an account and later allocated to a specific invoice.
How to take a payment using the new account screen🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - Process a payment new payment, either for a specific invoice or to allocate later.
Reconcilliation and allocation
Patient account reconciliation
How payment explanations/allocations work🇬🇧🇨🇦🇦🇺🇮🇪 UK, CA, AU, ROI - How payments are explained.
How to use payment allocations🇨🇦🇦🇺🇮🇪🇬🇧 CA, AU, ROI, UK - Understanding payment allocations, and the tools offered in Dentally to manage allocations.
How to use automatic allocations of payments🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - Automatically allocating payments against invoices, and how to enable/disable this automation.
How to allocate or unallocate a payment🇦🇺🇬🇧 AU/UK only - Explaining and unexplaining payments to the correct invoices, to ensure accurate reporting.
Finance Payment and Subsidies🇨🇦🇮🇪🇦🇺🇬🇧 CA, ROI, AU, UK - How to record Finance payments and manage subsidies in the Practitioner Activity Report
Understanding bad debts🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - Managing and writing off bad debts, reporting on them and setting a patient as a bad debtor
Managing Migrated Balances🇨🇦🇦🇺🇮🇪🇬🇧 CA, AU, ROI, UK - This is how we correctly clear a balance and recreate it as a payment line
How to add a Claim Discount - AU only 🇦🇺🇦🇺 AU only - How to add discounts to a claim
A comprehensive guide to the payment allocations reports
FAQs
Account FAQs
Post Conversion - Opening Balances🇨🇦🇮🇪🇦🇺🇬🇧 CA, ROI, AU, UK - Create, apply and delete an opening balance, when dealing with balances imported from previous softwares
Changing a treatment plan after you have charged for it🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - How to change a treatment plan after an invoice has been raised and paid
How to write off a patient's debt🇦🇺🇮🇪🇬🇧 AU/ROI/UK only - Let's take a look at how to write off the debt of a patient.
How to connect and use Stripe with Dentally🇨🇦🇮🇪🇦🇺🇬🇧 CA, ROI, AU, UK - 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🇦🇺🇮🇪🇬🇧🇨🇦 AU, ROI, UK, CA - Bundling takings, which locks the payments so they can't be edited or deleted.
How to generate a statement of account using the new account screen🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - Generating a statement of account for a patient or family