Financials - Overview

You can get a full overview of all Invoices and Quotes that have been issued by clicking on Financials

Here, you can select whether you want to see Invoices, Quotes, Gift Card Reports and Transactions.

You can also filter based on a specific office

The top menu gives you the option to show invoices and quotes based on their status, such as Due, Overdue or Refunded.

You'll also have an overview whether the invoice is linked to an appointment or not

To view the invoices of a specific patient, go to their Patient360.

Click "Financials"

Here, you'll see Quotes, Invoices, and Gift Cards.

You'll have an overview of their status, issue date and total amount and balance due. You can also open it up by clicking on it.

You can get a full overview of all Invoices and Quotes that have been issued by clicking on Financials

Here, you can select whether you want to see Invoices, Quotes, Gift Card Reports and Transactions.

You can also filter based on a specific office

The top menu gives you the option to show invoices and quotes based on their status, such as Due, Overdue or Refunded.

You'll also have an overview whether the invoice is linked to an appointment or not

To view the invoices of a specific patient, go to their Patient360.

Click "Financials"

Here, you'll see Quotes, Invoices, and Gift Cards.

You'll have an overview of their status, issue date and total amount and balance due. You can also open it up by clicking on it.