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Invoices

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

How to create an invoice for a completed treatment๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - How to create an invoice from within the charting tab.
Selling Sundries๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง 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 invoice๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - How to edit an invoice to add a sundry item or add a discount
Print or Email an Invoice and Receipt๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ 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 attachments๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - How to send invoices and estimates, created in Dentally, as email attachments
Changing and Deleting Invoices๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฎ๐Ÿ‡ช UK, CA, AU, ROI - How to change, delete, unlock invoices
Adding an Invoice Discount ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡จ๐Ÿ‡ฆ AU/CA only - How to add discounts to an invoice
Refunding against a 0 balance ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡จ๐Ÿ‡ฆ CA only - Using discounts to complete a refund against a zero balance patient account
Deleting an Invoice๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฌ๐Ÿ‡ง 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' tab๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง CA, ROI, AU, UK - Creating an invoice from the 'Account' tab in the patient record.