Invoices
All your invoice need to know's and how to's
By Hebe and 1 other2 authors7 articles
- How to create an invoice for a completed treatment🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to create an invoice from within the charting tab.
- How to add something to an invoice🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to edit an invoice to add a sundry item or add a discount
- How to print invoices and receipts🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 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 attachments🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to send invoices and estimates, created in Dentally, as email attachments
- How to add an invoice discount/adjustment 🇨🇦🇦🇺🇦🇺🇨🇦 AU/CA only - How to add discounts/adjustments to an invoice
- How to refund against a 0 balance 🇨🇦🇨🇦 CA only - Using adjustments to complete a refund against a zero balance patient account
- How to create, edit, delete or unlock an invoice🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Create a new invoice from within the account screen, and make edits to existing invoices