Quotes

After Quoting a patient you have 2 options to finalize the invoice

Option 1

Create an invoice and select outstanding if you want to send an invoice before payment is made - Green line in flowchart

The advantage of sending an invoice before a payment is made, is that it urges patients to make the payment. The disadvantage is that when patients change their mind and cancel the treatment, you need to credit the invoice (i.e., more administrative work).

Option 2

Wait for payment before creating an invoice. After (down)payment is received (full or partial) select payment method (e.g. bank transfer) and if applicable outstanding (amount) Red lines in flowchart

Note: In both options you will usually register the (outstanding) full or partial payments on a different moment of time.

Preview the video to see the different payment options.


Treatment or product sales

After/during treatment (or product sales) you have 2 options to finalize the invoice

Option 1

Create an invoice, select the payment method(s) and register the payment - Green line in flowchart

Option 2

Create an invoice and select full or partial outstanding amount. Red lines in flowchart

Note: In option 2 you will usually register the (outstanding) full or partial payments on a different moment of time.

Preview the video to see the different payment options.

Next step:

How to register a payment for an outstanding invoice?

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