2️⃣Invoice Installments

Dentaltap allows invoices to be split into multiple installments, making it easier for patients to pay over time while keeping financial records accurate. Each installment is recorded as a separate invoice in the system according to the chosen schedule.

Installment Types

When creating an invoice, you can enable installments and configure the payment plan:

• Schedule-Based Installments

  • Choose a schedule such as daily, weekly, or monthly.

  • Specify the amount the patient will pay per period.

  • The system automatically calculates the number of installments needed.

• Custom Installments

  • Specify the exact amount for each installment.

  • Define the number of installments and set due dates for each phase.

• Downpayment

  • Optionally, require a downpayment at the start of the plan before the first installment.

Create Installment

You can create an installment plan from any invoice that is not already part of another installment plan.

Installments can be also created from the invoices that are partially paid already.

Procedures costs will be distributed automatically for each installment invoice.

Once installments are created, you can treat them same way as original invoices and do similar operations mentioned in Invoices & Payments

Benefits

• Allows flexible payment options for patients

• Automatically tracks and generates all installment invoices

• Keeps full payment history and due dates organized

• Integrates with invoices, treatment plans, and financial reporting