Payments & Charges
12 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