FAQs
Account FAQs
How to create, link and delete opening balance after conversion🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - View, apply and delete an opening balance, when dealing with balances imported from previous softwares
How to write off a patient's debt🇦🇺🇳🇿🇮🇪🇬🇧 APAC/ROI/UK only - How to write off the debt of a patient
How to connect and use Stripe with Dentally🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Link Dentally to your Stripe account, and how to get online payments and deposits to work.
How to add a discount - UK only 🇬🇧🇬🇧 UK only - Adding a discount to a patient's invoice
How to bundle your payments🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Bundling takings, which locks the payments so they can't be edited or deleted.
How to generate a statement of account🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Generating a statement of account for a patient or family
How to avoid discrepancies in patient payments and balances🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Steps you can take to reduce the chance of payment and balance discrepancies in your patients' accounts.
How the 'unusual login' email worksIf we notice suspicious activity on your account, you will receive this email. Take a look at the why, what and how behind these emails here.