Invoicing

Invoices, Payments, Credits, Third-party Payers, Statements

Timothy avatar Andrew Crampton avatar Steven avatar +2
34 articles in this collection
Written by Timothy, Andrew Crampton, Steven and 2 others

Using the Hold Invoices feature

Timothy avatar
Written by Timothy
Updated over a week ago

Creating and Processing Quotes

Timothy avatar
Written by Timothy
Updated over a week ago

Using 'Fee Adjustments' to update Fees, Discounts and Rebates across multiple Item Codes

Andrew Crampton avatar
Written by Andrew Crampton
Updated over a week ago

Linking An Appointment To An Invoice

Timothy avatar
Written by Timothy
Updated over a week ago

How to Reprint an Invoice

Reprinting Invoices
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Written by Renee
Updated over a week ago

Payment Receipts

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Written by Timothy
Updated over a week ago

How to Process a Refund

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Written by Timothy
Updated over a week ago

How to Write-Off an Outstanding Invoice

Write Offs
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Written by Renee
Updated over a week ago

How to find an Unallocated Credit on a Patient's File

Finding Unallocated Credits
Renee avatar
Written by Renee
Updated over a week ago

How to Create a Statement for a Client

Steven avatar
Written by Steven
Updated over a week ago

How to Update Fees for Item Codes & Stock Items

Updating fees
Renee avatar
Written by Renee
Updated over a week ago

How to Process a Refund

Refunding in PracSuite
Renee avatar
Written by Renee
Updated over a week ago

How to Create a Statement for a Third-Party Payer

Steven avatar
Written by Steven
Updated over a week ago

How to Create Statements in Bulk Using the Statement Report

Steven avatar
Written by Steven
Updated over a week ago

How to Move an Invoice to a Different Account

Timothy avatar
Written by Timothy
Updated over a week ago

How to Use a Credit Payment

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Written by Smartsoft Helpdesk
Updated over a week ago

How to Delete an Invoice

Delete or Void an Invoice
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Written by Smartsoft Helpdesk
Updated over a week ago

Adding an Account Credit

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Written by Smartsoft Helpdesk
Updated over a week ago

How to Edit an Item or Payment Date on an Invoice

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Written by Timothy
Updated over a week ago

How to Delete a Payment

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Written by Timothy
Updated over a week ago

How to Email a Receipt to a Patient

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Written by Timothy
Updated over a week ago

Paying Outstanding Invoices

Andrew Crampton avatar
Written by Andrew Crampton
Updated over a week ago

Invoice Status Colours

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Written by Smartsoft Helpdesk
Updated over a week ago

How to Search for an Invoice Number

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Written by Timothy
Updated over a week ago

Family Billing

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Written by Timothy
Updated over a week ago

Third-party Payer Invoice Preferences

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Written by Timothy
Updated over a week ago

Setting Default Invoice Due Date Preferences

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Written by Smartsoft Helpdesk
Updated over a week ago

Printing Referring Doctor Details on Invoices

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Written by Timothy
Updated over a week ago

Customising Invoice Preferences

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Written by Timothy
Updated over a week ago

How to Manage Outstanding Invoices

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Written by Timothy
Updated over a week ago

How to Issue and Unissue Invoices

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Written by Timothy
Updated over a week ago

How to Reprint or Resend an Invoice

Timothy avatar
Written by Timothy
Updated over a week ago

Editing an Item Code Description when Invoicing

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Written by Timothy
Updated over a week ago

How to invoice a patient

Timothy avatar
Written by Timothy
Updated over a week ago