Billing
Never miss a charge with automatic invoicing and integrated billing
15 articles
Tax ImplementationExplanation of how different tax types are applied across different regions
Adding Products & Services to a Record or Counter SaleRecording treatments & services provided, and ensuring accurate billing
Sale / Invoice StatusesClose Invoices, mark them as Ready for Checkout or re-open to edit.
Record PaymentsRecord client payments for outstanding invoices, deposits and more.
Scan QR to pay InvoicesScan to pay functionality present on the invoice
Apply Discounts to a Record or Counter SaleThe most flexible way to offer client discounts.
Refund/Reverse a PaymentIssue payment refunds/reversals directly from the Billing section.
Preview / Share Payment & Refund ReceiptsPreview, print and share Payment and Refund Receipts.
Returning Products and Refunding Product PaymentsHow to return and refund a single product, multiple products, and even credit services from a single transaction.
Charge using CareCreditCharge with CareCredit directly from Digitail.
Crediting ServicesHow to credit a single service, multiple services, and return products from a single transaction.
Generate and Share InvoicesGenerate, preview and share Client Invoices.
Generate a Consolidated InvoiceGenerate Consolidated Invoices for a faster check-out.
Generate a Client StatementSee how easy it is to generate a complete client statement!
Issuing and Voiding Credit NotesLearn how to generate and void ad-hoc credit notes for clients.