Finances

This collection contains articles explaining the functionality of our finances module

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44 articles in this collection
Written by Connor McCullough, Rebecca Harpur, and John Allen
Invoices

How to Add a Payment to an Invoice

Discover how to add a payment to an existing invoice.
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Written by Connor McCullough
Updated over a week ago

How to Edit an Existing Invoice

Discover how to edit an existing invoice.
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Written by Connor McCullough
Updated over a week ago

How to Search for an Invoice

Discover how to search for an invoice in TM3
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Written by Connor McCullough
Updated over a week ago

How to Write Off An invoice

Discover how to write off an invoice when required.
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Written by Connor McCullough
Updated over a week ago

How to Transfer an Invoice from a Group/Business to a Patient

Discover how to transfer an invoice from a business to a patient for payment.
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Written by Rebecca Harpur
Updated over a week ago

How to Transfer an Invoice to a Client's Business/Group

Discover how to transfer an invoice from a client to a business or group for the treatment to be funded.
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Written by Rebecca Harpur
Updated over a week ago

How to Delete an Invoice

Discover how to delete an invoice in TM3.
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Written by Connor McCullough
Updated over a week ago

How to Print an Invoice

Discover how to print an invoice in TM3.
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Written by Connor McCullough
Updated over a week ago

How to Email an Invoice

Discover how to email an invoice to a patient or funder.
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Written by Connor McCullough
Updated over a week ago

How to Attach the Invoice Template to Standard Email

Discover how to attach an invoice template to a standard email to make emailing invoices easier.
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Written by Rebecca Harpur
Updated over a week ago

Invoice Search Screen

How to search for invoices in TM3.
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Written by Connor McCullough
Updated over a week ago

How To Apply Discount To An Invoice

Discover how to apply a discount to an invoice.
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Written by Connor McCullough
Updated over a week ago

How To Apply Credit To An Invoice

Discover how to apply a credit to an existing invoice.
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Written by Connor McCullough
Updated over a week ago

How to Reconcile Payment with Outstanding Invoices

Discover how to reconcile payments with outstanding invoices within TM3.
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Written by Rebecca Harpur
Updated over a week ago

Individual Invoice Screen in Detail

A detailed look at an Invoice Screen.
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Written by Rebecca Harpur
Updated over a week ago