> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dentolize.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Financial manager: Your first week running the clinic's money

> Everything a financial manager needs in Dentolize or Medicolize: follow up invoices and payments, record expenses, keep the treasuries right and read the monthly reports.

> [card] [Download the PDF guide](https://assets.dentolize.com/docs/financial-manager-en.pdf)
>
> The same guide in 3 pages, to print or keep.

## Log in and get the app

* **Log in:** Open **my.dentolize.com** (dental) or **my.medicolize.com** (medical). Log in with your **email**, or click **Or login with username** and enter the **Clinic Login Name**, your username and password.
* **Forgot password:** **Email login:** click **Forgot your password?** and use the link we email you. **Username login:** ask your clinic owner or admin to reset it in **Settings → Users**.
* **Mobile app:** Install it from the links below. One app works for both Dentolize and Medicolize accounts.

> [card] [my.dentolize.com](https://my.dentolize.com/auth/login)
>
> Dental clinics

> [card] [my.medicolize.com](https://my.medicolize.com/auth/login)
>
> Medical clinics

> [card] [App Store](https://apps.apple.com/eg/app/dentolize/id1612892336)
>
> iPhone app

> [card] [Google Play](https://play.google.com/store/apps/details?id=com.dentolize.dentolize)
>
> Android app

## 1. Follow up invoices

Go to **Finances → Invoices**. Search and filter (1) by date, branch, doctor, patient or insurance company, and click **Show Analytics** (2) for the **Total**, **Paid** and **Remaining**. **Add Payment** (3) shows on invoices not fully paid, and the pencil (4) edits one. Filter the **Remaining** column by **Greater than 0** to list unpaid invoices, then **Send Message To All** to remind those patients.

![Follow up invoices](https://mintcdn.com/dentolize/cmoVDcz54r9jfQBc/images/en/finances/invoices.webp?fit=max\&auto=format\&n=cmoVDcz54r9jfQBc\&q=85\&s=0de1690eeac4fae51a44302ec7dc25e0)

> [!TIP]
>
> Invoices are always created from the patient's **Chart**, so there is no New Invoice button here.

**Read more:** [Invoices](https://docs.dentolize.com/en/finances/invoices.md) · [Edit an invoice](https://docs.dentolize.com/en/faq/edit-invoice.md)

## 2. Edit or cancel an invoice

Open the invoice and click **Edit Invoice**. With no payments yet you can change everything. Once it has payments, only its details change; use **Add Operations**, **Remove from Invoice** or **Edit Discount** on the invoice page instead.

1. **Release** writes off a remaining amount you won't collect.
2. **Cancel invoice** needs a **Reason** and can't be undone.
3. Money already paid is refunded or kept as the patient's balance.

![Edit or cancel an invoice](https://mintcdn.com/dentolize/PkIKq8lZR4NuglNw/images/en/finances/invoice-cancel-dialog.webp?fit=max\&auto=format\&n=PkIKq8lZR4NuglNw\&q=85\&s=7f05c3d498209f2e18686d3c4db2a78c)

**Read more:** [Edit an invoice](https://docs.dentolize.com/en/faq/edit-invoice.md) · [Cancel an invoice](https://docs.dentolize.com/en/faq/cancel-invoice.md)

## 3. Payments, refunds and patient balance

**Finances → Payments** lists every payment; **Show Analytics** gives totals by payment type. Click the edit icon on a payment to change its type, date or details (not the amount), **Delete** it, **Move to Balance**, or **Refund Payment**: choose the **Refunded Amount** and the treasury it comes out of, then **Confirm**. A refund creates an expense and can't be undone.

![Payments, refunds and patient balance](https://mintcdn.com/dentolize/cmoVDcz54r9jfQBc/images/en/finances/payment-refund.webp?fit=max\&auto=format\&n=cmoVDcz54r9jfQBc\&q=85\&s=d160ff60c2d1ef12384c25790c6240a4)

> [!TIP]
>
> Advance payments go in with **Add Balance** on the patient's page, and are used by ticking **Deduct paid amount from Patient Balance**.

**Read more:** [Payments](https://docs.dentolize.com/en/finances/payments.md) · [Refund a patient](https://docs.dentolize.com/en/faq/refund-patient.md) · [Patient balance](https://docs.dentolize.com/en/faq/patient-balance.md)

## 4. Expenses and expense payments

In **Finances → Expenses**, click **New Expense**.

1. Enter the **Name**, **Total** and **Type**; link a **User**, **Lab** or **Supplier** if needed.
2. Tick **Paid** to pay now: enter the **Price**, **Payment Type** and **Treasury**.
3. Click **Create**. Pay the rest later with **Add Payment**, or **Add Bulk Payment** for many.

**Read more:** [Expenses](https://docs.dentolize.com/en/finances/expenses.md) · [Record an expense](https://docs.dentolize.com/en/faq/record-expense.md)

## 5. Treasuries and transfers

A treasury is a cash drawer, bank account, card terminal or safe. **Finances → Treasury** shows each one's **Balance**. To move money, click **Internal Transfer**, enter the **Amount**, choose the **Received Treasury** and click **Save**. If you pick a user in **Assigned To**, it stays pending until they click **Confirm Receiving**.

![Treasuries and transfers](https://mintcdn.com/dentolize/3Of-XLYznFPc4Mi2/images/en/finances/treasury-transfer.webp?fit=max\&auto=format\&n=3Of-XLYznFPc4Mi2\&q=85\&s=1d911ff7b79502c03960696b43b399b8)

**Read more:** [Treasury](https://docs.dentolize.com/en/finances/treasury.md) · [Other income](https://docs.dentolize.com/en/finances/income.md)

## 6. Reports, income statement and salaries

**Analytics → Reports** sums up a month on one printable page, down to the final profit. **Analytics → Income Statement** shows **Revenue**, **Cost of Revenue**, **Gross Profit**, **Operating Expenses** and **Net Profit**. **Analytics → Salaries** shows what each doctor and user earned: set the dates to one full month so the base salary is included. Hover the **?** next to a **Salary** to see how it's worked out.

![Reports, income statement and salaries](https://mintcdn.com/dentolize/eX9LS21U5MDCF5XK/images/en/analytics/salaries.webp?fit=max\&auto=format\&n=eX9LS21U5MDCF5XK\&q=85\&s=7455d0d16be915943629f1bd81f0308a)

**Read more:** [Monthly income & profit](https://docs.dentolize.com/en/faq/income-profit.md) · [Salaries](https://docs.dentolize.com/en/analytics/salaries.md) · [Doctor earnings](https://docs.dentolize.com/en/faq/doctor-earnings.md)

## 7. Insurance claims and ZATCA

**Insurance:** each insurance share becomes an unclaimed **Insurance** payment. When the company pays, click **Mark Claimed** on it in **Associates → Insurance Companies → Payments**. **Saudi clinics:** connect ZATCA once from **Settings → Business Registration** and **Zatca Integration**. E-invoices aren't sent automatically: check **Finances → Report E-Invoices** and use **Retry Failed** for rejected ones.

**Read more:** [Insurance claims](https://docs.dentolize.com/en/insurance/claims.md) · [Connect to ZATCA](https://docs.dentolize.com/en/faq/zatca-connect.md) · [ZATCA report failed](https://docs.dentolize.com/en/faq/zatca-report-failed.md)

## Your first-week checklist

* ☐ List unpaid invoices and remind patients
* ☐ Record a payment and a refund
* ☐ Record an expense and pay it
* ☐ Move money with an **Internal Transfer**
* ☐ Print last month's **Reports**
* ☐ Mark an insurance payment as claimed

## On your phone

* Get the **Daily Summary** of invoices and payments at 11:30 PM.
* Get notifications about invoices assigned to you.
* **Clock in and out** for attendance from your phone.

Get the app: [App Store](https://apps.apple.com/eg/app/dentolize/id1612892336) · [Google Play](https://play.google.com/store/apps/details?id=com.dentolize.dentolize)

## Need help?

Search **docs.dentolize.com** first: most answers take under a minute. Still stuck? Message the support team in **System Chat** inside Dentolize or Medicolize, with a screenshot.

* [Cancel an invoice](https://docs.dentolize.com/en/faq/cancel-invoice.md)
* [Refund a patient](https://docs.dentolize.com/en/faq/refund-patient.md)
* [Monthly income & profit](https://docs.dentolize.com/en/faq/income-profit.md)
* [Doctor earnings this month](https://docs.dentolize.com/en/faq/doctor-earnings.md)


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