Finances

This collection contains articles explaining the functionality of our finances module

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52 articles in this collection
Written by Ryan Hamilton and John Allen
Invoices

Invoice Glossary

This article is your glossary to find exactly what you're looking when it comes to all things Invoices
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Written by John Allen
Updated over a week ago

How to Invoice Group Patients

This article will show you how to collate all of your charges onto one invoice for group patients
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Written by John Allen
Updated over a week ago

How to Add a Payment to an Invoice

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

How to Edit an Existing Invoice

Discover how to edit an existing invoice.
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Written by John Allen
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 John Allen
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 John Allen
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 John Allen
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 John Allen
Updated over a week ago

How to Delete an Invoice

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

How to Print an Invoice

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

Invoice Search Screen

How to search for invoices in TM3.
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Written by John Allen
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 John Allen
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 John Allen
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 John Allen
Updated over a week ago

Individual Invoice Screen in Detail

A detailed look at an Invoice Screen.
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Written by John Allen
Updated over a week ago