How to Convert a Quote to Invoice

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• 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 ...

• 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 ...

• Finance settings

  NOTE: If a setting is no longer relevant or applicable, it can be set to INACTIVE using the respective toggle or DELETED using the that appears on hover. When you left click on a specific entry, you can quickly launch the EDIT mode. Sale related [AU] ...