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🩺 Diagnostic (consultation) fees

  • When booking: choose Collected in the Diagnostic Fees section of the appointment form. See Add patient appointments.
  • Later: click the appointment, then Collect Diagnostic Fees. Enter the amount (tax is added automatically), the payment method and the treasury, then click Save.
Collect Diagnostic Fees window An invoice and a payment are created for the fee.

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⚡ Quick Invoice

Quick Invoice adds the treatments, creates the invoice and takes the payment in 4 steps. Open it from the patient’s profile, from an appointment’s Patient Actions, or from the + menu. 1 Quick Invoice on the patient profile
1

Add Operations

Choose the Doctor (1), the Procedure (2) and the Tooth (3). Add more lines for more treatments, then click Next (4).1 Doctor, 2 Procedure, 3 Tooth, 4 Next
2

Confirm

Check the treatments and prices, then click Next.Confirm step with the treatments and prices
3

Invoice

Check the invoice: Assign Invoice To, Discount, Tax, Insurance and Required To Pay (how much the patient must pay now). Click Next to create the invoice.Invoice step
4

Add Payment

Enter the Amount, choose the Payment Type (Cash, Card…) and the Treasury, then click Save.Add Payment step
Each step saves as you go: if you close Quick Invoice in the middle, the treatments or invoice already created stay in the patient’s file.
You can also create an invoice from the patient’s Chart: select the treatments and click Invoice.

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💳 Add a payment to an invoice

Open the invoice (from the Dashboard, Finances → Invoices, or the patient’s Invoices tab) and click Add Payment (1): 1 Add Payment, 2 Edit Invoice 1 Amount, 2 Payment Type, 3 Treasury, 4 Save
  1. Amount: the remaining amount is shown. Enter less for a partial payment.
  2. Payment Type: Cash, Card, Insurance, Cheque, Voucher, Bank Transfer, Mobile Wallet or Other.
  3. Treasury: where the money goes, for example the cash box or card machine.
  4. Click Save.
If the patient has a balance, tick Deduct paid amount from Patient Balance to pay from it. See Patient balance.
If the amount is more than what’s left on the invoice, Dentolize asks whether to add the extra to the patient’s balance.
On the invoice page you can also Print it, Sign it, or Generate Payment Link to let the patient pay online.
For all invoices and payments of the clinic, see Invoices and Payments.