# Invoices & Payments Invoices can be generated automatically from completed procedures or created manually to include custom items, discounts, taxes, and other adjustments. They are fully integrated with treatment plans, procedures, and insurance claims, ensuring accurate and efficient billing. **Configuration** 1. Payment Groups:\ [Settings -> Glossary/Payments](https://app.dentaltap.com/en/p/settings/templates/dictionary?id=payments) 2. Notifications: \ [Settings -> Notifications](https://app.dentaltap.com/en/p/settings/clinic/notifications) ### Create Invoice You can create a new invoice by selecting procedures from an appointment, or create an invoice without linking it to a specific appointment date. Additionally, you can apply discounts, add inventory products, or include additional procedures as needed.

### Submit a Payment Once an invoice is created, you can submit a payment to record the patient’s payment details. 1. **Enter Amount** – You can record a full or partial payment. 2. **Select Payment Method** – Choose from available options such as cash, bank card, or other methods. 3. **Add Notes** – Optionally add notes related to the payment. 4. **Assign to Group** – You can categorize or group payments for internal tracking or reporting purposes.

* The payment will be recorded against the invoice * Partial payments reduce the outstanding balance * Payment history is tracked and linked to the patient record ### Print Receipt To print a receipt, select a Payment and click on the **Print** button at the top:

### Payment Cancellation and Refund Dentaltap provides two separate options for handling payments: **cancellation** and **refund**. * **Refund** – Issuing a refund returns the payment to the patient without increasing the invoice balance. Refunds are used when returning money to the patient for overpayment or other adjustments. * **Delete/Cancel** – Cancelling a payment reverses the recorded transaction and increases the outstanding balance on the invoice. This should be used when a payment was recorded by mistake or needs to be fully reversed. You can refund or cancel payment via the same selected transactions bar at the top:

The Invoices module streamlines patient billing by combining invoicing, payments, refunds, and installment plans into a single, integrated workflow. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://dentaltap.gitbook.io/dentaltap/finances/invoices-and-payments.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.