After an invoice is generated, review it before sending it to the merchant or processing payment.
Invoices remain in Draft status until you take action.
Review the Invoice
- Open Invoices.
- Select Dental Office Invoices.
- Find the invoice you want to review.
- Open or preview the invoice.
- Confirm the charges and total are correct.
Review:
- Service charges
- Usage charges
- Additional charges
- Credits or adjustments
- Invoice total
If something is incorrect, DELETE the draft invoice, make the necessary billing changes in the office account, and regenerate either using single, or bulk invoice generation.
Send or Collect Payment
Once the invoice is correct, choose the appropriate action:
- Send Invoice — Sends the invoice to the merchant without processing payment.
- Pay & Send Invoice — Processes the merchant’s payment using the payment method on file and sends the invoice.
Important: Sending an invoice changes its status from Draft to Sent. Once an invoice has been sent, it can no longer be deleted and must be voided if it needs to be canceled.
Check Payment Status
Use the invoice list to confirm whether an invoice has been sent and whether payment was successfully processed.
If payment is not collected automatically, the invoice can remain outstanding until payment is received.
Tip: Always review the invoice total before using Pay & Send Invoice, since this action will attempt to charge the merchant.
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