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