Billing
Never miss a charge with automatic invoicing and integrated billing
23 articles
- 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?
- How to Send a Payment Link to a Pet ParentLet clients pay their invoice remotely without calling the clinic - using the Payment Link feature in Digitail
- Generate and Share InvoicesGenerate, preview and share Client Invoices.
- Invoice Management - Common Questions & WorkflowsAnswers to the most common invoice questions: reopening, closing, sending, and fixing invoices in Digitail
- 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