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Accounts

All your important financial and accounts information.

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
Changing and Deleting Invoices🇬🇧🇨🇦🇦🇺🇮🇪 UK, CA, AU, ROI - How to change, delete, unlock invoices
Adding 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
Deleting an Invoice🇨🇦🇦🇺🇮🇪🇬🇧 CA, AU, ROI, UK - Everything you need to know about deleting the different types of invoices in Dentally...
How to create an invoice in the 'Account' tab🇨🇦🇮🇪🇦🇺🇬🇧 CA, ROI, AU, UK - Creating an invoice from the 'Account' tab in the patient record.
Payments

Payments, Deposits and Refunds

How to process a payment🇨🇦🇮🇪🇦🇺🇬🇧 CA, ROI, AU, UK - How to take a payment from the patient's account tab and allocate payments manually
How to delete a payment in the patient record🇦🇺🇬🇧🇨🇦🇮🇪 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 take a deposit using the old account screen🇨🇦🇦🇺🇮🇪🇬🇧 CA, AU, ROI, UK - Taking an upfront payment or deposit for work that is to be carried out in the future
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.
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.
How to generate a statement of account🇦🇺🇬🇧🇮🇪 AU, UK, ROI - How to create and print a Statement of Account for a patient. Show a patient their payment history
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