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iOS/MacOS FAQs

Financials - FAQ


Description
Estimates & Invoices - Financials - Gift Cards - Payment Requests - iPadOS/MacOS - Packages - Patient Credit
Content
  • *NEW*
  • User Options - Financials - May 2025
  • Simpay Gateway - May 2025
  • Refunds via Invoice - May 2025
  • Refunds via Estimates or Packages - May 2025
  • Invoices & Voiding - May 2025
  • Deleting a Payment - May 2025
  • Basic Details of Refunds - PDF - May 2025
  • WPM vs Estimates and Packages - PDF - April 2025
  • Estimates and Invoices
  • Add a Tip to a Transaction?
  • Add Financial Item Favorites
  • Add Financial Item Favorites - PDF
  • Applying Gift Card Credit as A Payment Source to An Invoice
  • Applying a Gift Card Balance as a Payment to a Financial Document
  • Applying a Gift Card Balance as a Payment to a Financial Document - PDF
  • Applying a Patient Credit to an Estimate
  • Convert an Estimate Deposit into a Patient Credit
  • Creating an Estimate
  • Creating an Invoice
  • Deleting a Payment from an Estimate or Invoice
  • Deleting an Item from an Estimate or Invoice
  • Editing an Estimate or Invoice After a Payment Has Been Applied
  • Editing Existing Estimate or Invoice
  • Filter Invoices by Draft Status
  • Identify the Statuses of Estimates and Invoices
  • Manually Share Financial Documents with a Patient
  • Manually Share Financial Documents with a Patient - PDF
  • Navigate the Price List in the Practice App
  • Posting a Refund
  • Print a Payment from an Estimate or Invoice
  • Quickly Change the Salesperson or Provider for an Estimate or Invoice Item
  • Quickly Edit the Price/Quantity/Discount for an Item on an Estimate or Invoice
  • Rearrange the Order of Items on an Estimate or Invoice
  • Refund an Estimate Deposit to a Patient
  • Request a Payment for an Invoice
  • Review a Patient's Deleted Payments
  • Review a Patient's Deleted Payments - PDF
  • Using Item Barcode Scanning
  • View the Payment History of a Transaction
  • Void an Invoice
  • Financials
  • Apply a Credit Card Surcharge to A Payment
  • Configure Surcharge Percentages for Symplast Payments
  • Create a Recurring Payment
  • See If a Payment Plan Needs a New Credit Card on File
  • See Upcoming and Past Recurring Payments
  • Gift Cards
  • Purchasing a Gift Card for Another Patient
  • Add Additional Funds to an Active Gift Card
  • Issuing A Gift Card to A Patient
  • Issuing and Funding a New Gift Card
  • Issuing and Funding a New Gift Card - PDF
  • Reassign a Gift Card Holder
  • Review the Remaining Balance and Transactions On A Gift Card
  • Review, Edit or Print a Gift Card
  • Review, Edit or Print a Gift Card - PDF
  • iPadOS/MacOS
  • Create an Estimate
  • Create an Invoice
  • Payment Requests
  • Remove a Payment Request
  • Remove a Payment Request - PDF
  • Request a Payment from a Patient
  • Request a Payment from a Patient - PDF
  • Resend a Payment Request to a Patient
  • Resend a Payment Request to a Patient - PDF
  • Packages
  • View Packages in Estimates and Invoices
  • Apply A Pre-Paid Item from A Package Estimate to An Invoice
  • How Many Items Have Been Delivered for a Pre-Paid Package?
  • View Open and Closed Pre-Paid Packages from A Patients File
  • Patient Credit
  • Create a Credit Deposit to Reconcile Money Collected in a Previous Software
  • Create a Credit Deposit to Reconcile Money Collected in a Previous Software -PDF
  • Issue a Full Credit Linked to an Invoice
  • Issue a Full Credit Linked to an Invoice - PDF
  • Issue a Partial Credit Linked to an invoice
  • Issue a Partial Credit Linked to an invoice - PDF
  • Move Allocated Patient Credits to Available Patient Credits
  • Collect a Deposit as a Patient Credit for Future Use
  • Collect a Deposit as a Patient Credit for Future Use - PDF
Completion rules
  • All units must be completed
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