Administration, Finance, and Analytics

Keep track of your invoices and stock, and set up tax settings.

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29 articles in this collection
Written by Daniel, Richard, Jonathan and 2 others
Payment, Quote and Invoice registration

Wallet payments and Cash register

this article explains how wallet payments and credits are shown in the cash register tab
Noah avatar
Written by Noah
Updated over a week ago

Add or edit bookkeeping codes

Learn how to add or edit multiple bookkeeping codes through one window to streamline your bookkeeping
Richard avatar
Written by Richard
Updated over a week ago

Delete credit invoice

This article describes how to delete a credit invoice through the financial windows
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Written by Richard
Updated over a week ago

How to create and send a quote

How to create a quote and send it to your patient
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Written by Daniel
Updated over a week ago

Add money to the patient's wallet

Learn hoe to manually add credit to the patient's wallet
Richard avatar
Written by Richard
Updated over a week ago

How to create and send an invoice

How to create an invoice by converting a quote and send it to your patient
Daniel avatar
Written by Daniel
Updated over a week ago

How to invoice a treatment or product sale

Follow the steps to invoice a treatment or product sale
Noah avatar
Written by Noah
Updated over a week ago

How to invoice a quote

Follow the steps to invoice a quote
Daniel avatar
Written by Daniel
Updated over a week ago

How do I edit an invoice

This article explains how to edit an invoice after payment has been registered
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Written by Richard
Updated over a week ago

How to finalize an invoice

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Written by Noah
Updated over a week ago

Register payment - outstanding invoice?

How to register a payment for an outstanding invoice?
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Written by Noah
Updated over a week ago

How to register a payment, prepayment or outstanding payment

How do I register a payment for an outstanding invoice or quote
Daniel avatar
Written by Daniel
Updated over a week ago

Custom text on invoices

Learn how to print customs texts on invoices (category specific) to carefully instruct your patients.
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Written by James
Updated over a week ago

Payment note with instructions

Learn how to leave a payment note with instructions to your front-desk
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Written by James
Updated over a week ago

Credit an invoice

How to credit and invoice
Noah avatar
Written by Noah
Updated over a week ago