Payments & Charges
10 articles
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.