How to void or adjust a credit payment

This guide explains how to void a payment for a patient. You may want to void a payment if it was entered incorrectly or created accidentally.These steps work for credit payments and credit refunds only, if you want to do a similar thing for invoice payments, follow ‘How to void or adjust an invoice payment’.

Read Guide →

How to void or adjust an invoice payment

This guide explains how to void an invoice payment. If a payment was made in error or contains incorrect information/ values, you can void it.

Read Guide →

Financial reports

Financial reports is where you can access and download various reports for your financial activity.

Read Guide →

How to make a pre-payment

This guide explains how to make a pre-payment. This is essentially making a payment into a patient’s account. This will become part of their account credit, which can be used when making future payments.

Read Guide →

How to create an invoice

This guide explains how to create an invoice. This feature allows you to charge out costs directly.

Read Guide →

How to link an invoice to Xero

This guide explains how to link an invoice to Xero.

Read Guide →