How to Convert a Quote to Invoice

• Related Articles

• Invoice to Patient [Basic]

  Missing Payment and Outstanding Amounts OVERVIEW If the Total Payments and Outstanding values are missing from the Invoice to Patient [Basic] printout and the invoice appears incomplete or invalid, you should first verify that taxes are configured in ...

• Manage - Invoice Template - Payer 1 Not Printing

  This article provides troubleshooting steps when invoices generated from printing templates do not include Payer 1 information, even though both Payer 1 and Payer 2 appear correctly in the template configuration. Symptoms Invoice output generated via ...

• Manage - Battery Invoice wasn't generated for a patient [UK - NHS]

  Battery provision invoices are generated only for eligible patients who meet certain requirements. Please review the following conditions to identify the reason for a battery invoice not being generated. Step 1: Patient has NHS number. Yes → Proceed ...

• Patients/Leads

  PATIENTS module helps you manage all patient-related information. There are two record types in this module: Patient – full access to all features and workflows. Patient Lead – a preliminary record with limited functionality. Leads can be converted ...

• Daily Close Overview

  Daily Close Overview · Payments & Deposits Report – Daily reconciliation tool. Balance before DC1. o Reconcile daily payment receipts and either go to bank or send to head office. o Send report to head office. · Daily Close 1 – daily or day of ...