All Collections
Accounts
All your important financial and accounts information.
Overview
A simple overview of the accounts tab
How to use the 'Account' tab - CA only 🇨🇦Using the 'Account' tab in the patient record to manage payments and invoices - for Canadian users only.
How to create and manage family accounts - CA only 🇨🇦Managing a family account from the 'Account' tab in the patient record - for Canadian users only 🇨🇦
The Account Tab - UK/AU 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 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
How to create an invoice for a completed treatmentHow 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
How to add something to an invoiceHow to edit 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...
How to create an invoice in the 'Account' tabCreating an invoice from the 'Account' tab in the patient record.
Payments
Payments, Deposits and Refunds
How to process a paymentHow to take a payment from the patient's account tab and explain payments manually...
How to delete a payment in the patient recordDeleting payments from the 'Account' tab in the patient record
How to process a refund?Let's look at two scenarios, How do I process a refund for patients in credit? & How do I process a refund for work carried out? 👇
How to take a depositTaking an upfront payment or deposit for work that is to be carried out in the future
How to manage payments in the patient recordLet'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.
How to show pending payments in a patient's account - CA only 🇨🇦Recording and managing pending payments on a patient's account, for incoming insurance payments. For Canadian users only 🇨🇦
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!
Reconcilliation and allocation
Patient account reconciliation
How payment explanations/allocations workHow payments are explained.
How to use payment allocationsUnderstanding payment allocations, and the tools offered in Dentally to manage allocations.
How to use automatic explanation of paymentsAutomatically explaining payments against invoices, and how to enable/disable this automation.
How to explain or unexplain a paymentExplaining and unexplaining payments to the correct invoices, to ensure accurate reporting.
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
How to add a Claim Discount - AU only 🇦🇺How to add discounts to a claim for Australian specific users 🇦🇺
A comprehensive guide to the payment allocations reports
FAQs
Account FAQs
Post Conversion - Opening BalancesLearn how to create, apply and delete an opening balance, when dealing with balances imported from previous softwares
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 patient's debt?Lets take a look at how to write off the debt of a patient.
How to connect and use Stripe with DentallyUnderstand how to link Dentally to your Stripe account, and how to get online payments and deposits to work.
How to add a discount - UK only 🇬🇧Adding a discount to a patient's invoice - for UK users only.
How to bundle your paymentsBundling takings, which locks the payments so they can't be edited or deleted.