FAQs
Account FAQs
By Amber and 1 other2 authors9 articles
- 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.
- How to troubleshoot discrepancies in a patient's balance or payments🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Troubleshooting steps for when a patient's balance is not as expected