What is a charge?

A charge is the price for a service rendered or goods sold within your clinic.

They are found under 'Finances' in TM3.


How to add a charge to an existing bill or invoice.

You will usually add a charge to an invoice when completing an appointment.

To do this, click 'Complete' on your 'Edit Appointment' screen.

You will then be presented with the 'Quick Bill' screen, similar to the image below:

To add a charge, simply type into the 'Add New Item' section.

Once you have found the stock item you would like to add, click on it and it will appear as a billed item on the 'Quick Bill' screen.

You can also add a charge directly to an invoice within the 'Finances' section of TM3.

To do this, go to 'Finances' and choose the invoice you wish to add a charge to.

In the 'Invoice' screen, simply click 'Add Charge'

The 'Add New Charge' window will appear on the right hand side of the screen.

Simply enter the charge you wish to add to the invoice and select it. It will then appear as a billing item on the invoice.


How to edit a charge

To edit a charge go to Finances > Charges and select the charge you wish to edit.

The 'Edit Charge' window will then appear. Here you simply make the changes you wish to the charge and click 'Save'

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