Billing and Finance
How to Navigate the Finance Module
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How to Create a Patient Sale, Generate Quotes and Invoices
Our software offers an efficient process for generating invoices and billing patients. This feature helps hearing clinics streamline their billing and invoicing process, reducing the time required to generate invoices and improving accuracy. It ...
How to Apply Discounts, Deposits and Payments
Manage discounts with options to set discount rules based on various criteria, such as campaigns, products, binaural, location, or for specific patients or groups. Our discount management feature allows you to apply discounts automatically to ...
How to work with Price Books
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How to track Payment information and generate AR reporting
Our Financial Reports provide detailed financial information and analysis capabilities, helping hearing clinics better understand their financial performance. They also provide real-time data, enabling hearing clinics to access financial information ...
How to Manage Taxes and Stay Compliant with Regulations
Our software is designed to help you stay compliant and in control of your finances by providing comprehensive tax management functionality. You can easily generate tax reports, track tax liabilities, and stay up-to-date with the latest tax ...
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