Billing
Never miss a charge with automatic invoicing and integrated billing
21 articles
Tax ImplementationExplanation of how different tax types are applied across different regions
Preselling Products not in stock (Coming Soon)When and how to use the presell workflow.
Adding Products & Services to a Record or Counter SaleRecording treatments & services provided, and ensuring accurate billing
Sale / Invoice StatusesUnderstanding sale statuses and how they are updated
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 a PaymentWhen and how to issue payment refunds
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.
How to Charge or Refund a Payment Using CareCreditCharge with CareCredit directly from Digitail.
Crediting ServicesHow to credit a single service, multiple services, and return products from a single transaction.
How to handle and prevent duplicate transactions (payments or refunds) in Digitail?
Generate and Share InvoicesGenerate, preview and share Client Invoices.
Generate a Consolidated InvoiceGenerate Consolidated Invoices for a faster check-out.
How to Generate a Client StatementManaging client statements including preferences and workflows
Issuing and Voiding Credit NotesLearn how to generate and void ad-hoc credit notes for clients.
Accounting
Tips and tricks related to payments, refunds, credits, accounts receivable etc
How to write off bad debtAdjusting client outstanding balances
How are Discounts Applied to a Sale?Understand how line and global discounts are calculated
Why does the client have a credit balance?Understanding how credit balances are created and what to do next
Understanding Open Invoice AccountingWhy financial record keeping may differ from other software