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:
Select ‘Clients/Patients’ from your practice’s dashboard
Search for the client
Select their name to open their client dashboard
Navigate to the ‘Financial’ section of their dashboard
Select ‘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)
Select ‘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')
Selecting 'Check Out'
Note: if you're using our integrated payment processing with Shepherd Pay, payments will be batched every night at 9:00 p.m. EST.