Dentaltap User Manual
  • About User Manual ๐Ÿ–
  • Getting started
    • โžก๏ธSign up
    • ๐Ÿ1-2-3 Workflow
  • Calendar
    • ๐Ÿ“…Overview
    • ๐Ÿ—“๏ธAppointments
    • โฒ๏ธTime Slots
    • ๐Ÿ“Simple Notes
    • โฐWaiting List
    • โœ…Tasks List
  • Patients
    • ๐Ÿ‘ฑโ€โ™€๏ธProfiles
    • ๐Ÿ“‡Groups
    • ๐ŸŒŸDiscounts
    • ๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆFamily
    • โ˜‚๏ธInsurances
    • โœ…Tasks
    • โ‰๏ธQuestionnaire
    • ๐Ÿ“ƒDocuments
    • ๐Ÿ“‚Storage
  • Treatments
    • ๐ŸฆทOverview
    • ๐ŸฉธDiagnoses (ICD-10)
    • ๐Ÿ“‹Procedures
    • ๐Ÿ“˜Estimate Plans
    • ๐Ÿ—’๏ธClinical Notes
    • โญ•Perio Chart
  • Billing
    • ๐Ÿ“‘Invoices
    • ๐Ÿ’ตPayments
    • ๐Ÿ’ฐBalance
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  • Create Payment
  • Update Payment
  • Delete Payment

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  1. Billing

Payments

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Last updated 3 years ago

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Create Payment

After opening the invoice details, click on the Add Payment button in the Invoice Actions list. In the opened window fill out the details and click on the Create Payment button to confirm.

Required fields:

  • Type - a payment type, set to Cash by default;

  • Amount - payment amount, can be full invoice amount, or partial payment;

  • Date/Time - date and time, when the payment was collected.

Optional fields:

  • Group - a custom tag (group) for analytics purposes, for example, if you collect payments via credit cards by several POS systems, you can specify the device id as a group. And in analytics, you will see collections for each POS separately.

Once you created a payment, you can see it in the Payments List under the Invoice.

Payment Actions

  • Print - print a receipt for this payment;

  • Delete - delete invoice payment.

Update Payment

You can't update the invoice payment. If you need to make any changes, you need to #delete-invoice-payment.

Delete Payment

Open the Payment Actions list and click on the Delete option. Find the delete option in Payment Actions to delete a payment.

๐Ÿ’ต
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