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Invoices

All your invoice need to know's and how to's

2 authors7 articles
How to create an invoice for a completed treatment๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to create an invoice from within the charting tab.
How to add something to an invoice๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to edit an invoice to add a sundry item or add a discount
How to print invoices and receipts๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ 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 attachments๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to send invoices and estimates, created in Dentally, as email attachments
How to add an invoice discount/adjustment ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡จ๐Ÿ‡ฆ AU/CA only - How to add discounts/adjustments to an invoice
How to refund against a 0 balance ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡จ๐Ÿ‡ฆ CA only - Using adjustments to complete a refund against a zero balance patient account
How to create, edit, delete or unlock an invoice๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Create a new invoice from within the account screen, and make edits to existing invoices