How to Convert a Quote to Invoice

How to Convert a Quote to Invoice

Watch this video to learn How to Convert a Quote to Invoice



Press "CC" to turn on subtitles
    • Related Articles

    • 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 ...
    • Public Release Notes - Manage 9.3.1

      About this release April 29th, 2024 Manage 9.3.1. In this release, we have prioritized patient-related fixes and addressed integration issues. Issues solved in this release Patient settings: The error encountered when opening the custom fields ...
    • Public Release Notes - Manage 11.4.0

      About this release July 31st, 2025 Manage 11.4.0 Manage 11.4.0 enhances clinical efficiency with real-time AI transcription and documentation tools, plus faster appointment scheduling directly from patient records — all designed to streamline ...
    • Public Release Notes - Manage 11.6.0

      About this release October 9th, 2025 Manage 11.6.0 Manage 11.6.0 introduces a suite of new features designed to boost clinical efficiency, increase administrative flexibility, and improve reporting accuracy — all aimed at reducing manual workload and ...