Payments & Charges
11 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.
Charge 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?