Quick Invoices: Explained
Ever have a client swing by to pick up some dental chews they got after their last visit? Or maybe they really want a few of your practice’s keychains for stocking stuffers. Either way, a quick invoice is an ideal way to create an invoice for a client outside of a medical record.
To generate a quick invoice:
Click ‘Clients/Patients’ from your practice’s dashboard
Search for the client
Click on their name to open their client dashboard
Navigate to the ‘Financial’ section of their dashboard
Click on ‘Quick Invoice’ (this will generate a new invoice)
Once you’re in the new invoice, you’ll need to:
Add whatever items they want in the ‘Add Invoice Items’ section
Print or email the invoice (if they’d like a copy)
Click ‘Take Payment,’ which will take you to the payments section
Finally, take their payment by:
Selecting which invoice(s) you want to apply the payment towards
Choosing the payment method
Inserting the amount to be applied
Adding any notes about the payment (i.e 'Payment 1 of 3')
Hitting 'Check Out'
Note: if you're using our integrated payment processing with Banquest, payments will be batched every night at 9:00 p.m. EST.