3.0 Accounting Module

If the user clicks on yes in the previous step, bank receipts that have been deposited will appear.

All links (in blue and underlined) are clickable.

• The number under the label "Patient ID" allows users to navigate to the patient's profile in one click.

• "Edit This Receipt" is a provided option

• "Share Via Email" is also applicable to this receipt

Users may create credit memos to avoid refunding in cash especially when the procedure is of high value. The benefit of having a credit memo is giving the customers the option to experience a variety of treatments and products offered which may aid in increasing their loyalty.

Click on Accounting, then on Gift Cards

Users may preview the gift cards by clicking on the blue reference ID in the list as shown below.

To see how to redeem a gift card, skip to steps 105 to 112. This is done when checking a patient out.

As new procedures become available and older procedures become uncommon, clinics may decide to change the list of procedures offered. This feature is available in Setup and Accounting.

Similar to Procedures, products can be modified under Accounting and Setup.

Users will choose the start and end dates

Users will click on Generate Barcode to view the number

Users are recommended to keep this number saved for later use. If users own a barcode scanner, they do not need to worry about this step.

Only some fields are mandatory, but it is recommended to fill all fields to have a full description in the system

Users are to confirm the information and may delete the PO when necessary

If the clinic owns a barcode reader, this number will populate on its own.

Users are free to uncheck the box labeled "Received all products as per purchase order" which allows them to change the "Received Qty".

To edit an existing quote, users may click on the edit (pencil) icon as shown below.

This page shows the quote when it was added as an item that needs to be saved, but is not editable yet. This feature allows users to preview further details in a clear and organized table before editing it. Proceed to the next step to see how to edit the quote. Users may also delete the quote if the details they see are not as they see fit.

Some fields are mandatory, but all fields are recommended to be filled out.

This feature allows clinics to save time and have a faster turnover time in checking patients out. For example, this quote might be created in a consultation. If the patient comes in for the treatment mentioned in this quote, this same quote could be turned into a receipt saving the staff the time of having to create a receipt with the same information. Quotes are saved under each patient profile for quick access by staff members, who can easily locate the quote they need by searching for the patient in the Patient List.

To redeem a gift card, the patient needs to provide the staff members with the gift card code. Retrieving this code is shown in the next steps

To redeem a gift card, the patient will need to give the clinic the Gift card code upon check out.

The Gift Card Balance Amount will appear on the right.

In this case, the gift card option will be used again

To redirect to the patient's profile, the user may click on the patient ID on the left. Users are able to Print the Receipt and also capable of Editing This Receipt

To access receipts, click on Accounting then on Receipts.

The functionality of this page is similar to that of quotes. Users are able to edit receipts and add new receipts in the same way they are able to do so with Quotes.

As you may notice, the fields are the same as the ones found in Quotes. Users will fill the information in the appropriate fields, then click on Add Item to populate the details in the bottom table. After reviewing the details, users will click on Save-Go To Next to finalize the receipt creation process. Users will also be given a pop-up prompt to send the receipt the patient, and users are free to choose whether to do so or not.

Click on Accounting, then on Suppliers

Click on Accounting then on Surgical/Consumables Invoices

The invoice has been moved to the Payment Status: Paid. Users are free to navigate through the Payment Status dropdown to confirm or find any of the invoices.

The invoice is also editable by clicking on [Edit This Invoice]