Invoicing & Payments
- How to create a credit note (refund)
- Invoice Advanced
- How to create a sales item
- How to generate report for treatment that is not yet invoiced
- How to generate Business Payment Summary Report
- How to run Location GST Detail Cash Report
- Unable to create invoice (locked by another user)
- What is a Location Expense Summary Report
- How to set Medicare Items (CDBS)
- How to address a third party contact on the invoice
- How to run a Prepayment Report
- How to view invoice audit logs
- How to activate Tyro with Medipass
- How to setup the Services for Stripe
- How to activate Smile Right
- How to add or edit payment type
- How to activate Medipass
- How to follow up on outstanding accounts
- How to take a claim for multiple providers
- Managing health funds in a patient's file
- Making a prepayment/deposit for a patient's treatment
- Using a prepayment/deposit for a patient's treatment