FAQs
Account FAQs
How to create, link and delete opening balance after conversion🇨🇦🇮🇪🇦🇺🇬🇧 CA, ROI, AU, UK - View, apply and delete an opening balance, when dealing with balances imported from previous softwares
How to change a treatment plan after you have charged for it🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - How to change a treatment plan after an invoice has been raised and paid
How to write off a patient's debt🇦🇺🇮🇪🇬🇧 AU/ROI/UK only - Let's take a look at how to write off the debt of a patient.
How to connect and use Stripe with Dentally🇨🇦🇮🇪🇦🇺🇬🇧 CA, ROI, AU, UK - 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🇦🇺🇮🇪🇬🇧🇨🇦 AU, ROI, UK, CA - Bundling takings, which locks the payments so they can't be edited or deleted.
How to generate a statement of account🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - Generating a statement of account for a patient or family
How to avoid discrepancies in patient payments and balances🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - Steps you can take to reduce the chance of payment and balance discrepancies in your patients' accounts.