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 ...

• Error Message: "The S/N, Color, Side and BatteryType, Quantity, Price and Discounts cannot be changed for sale with Trials or Purchase Orders."

  1. Problem Description Users may encounter an error when trying to add serial numbers from a previous patient sale. This issue typically occurs when the original patient sale is a duplicate transaction and the serial numbers were already removed from ...