How do I collect the consultation fee, and do I add it again on the invoice?

Short answer: collect it on the appointment (Collected when booking, or Collect Diagnostic Fees later); it creates its own invoice and payment, so don’t add it again on the treatment invoice.

When booking

In the Diagnostic Fees section of the appointment form, choose Collected, enter the amount and payment method, then click Submit.

Or later, from the appointment

Click the appointment, then Collect Diagnostic Fees. Enter the amount (tax is added automatically), the payment method and the treasury, and click Save.

Or add it to the next invoice

When booking, choose Add to Next Invoice: the fee is added to the patient’s next invoice instead.

Check the result

An invoice and a payment are created for the fee. You’ll find them in Finances → Invoices and Finances → Payments, not in the chart.

Already collected? Don’t click Add Diagnostic Fee when you create the treatment invoice, or the patient is charged twice.

The diagnostic fee option can’t be changed after the appointment is created. If you chose None, use Collect Diagnostic Fees later.

Full guide: Collecting fees from patients

Still stuck?

Send us a message in System Chat inside Dentolize with a screenshot, and tell us which step didn’t work. Tip: next time, search this site first. Most answers take less than a minute.