Billing

Alloys & Materials

Using materials management

Balances and Finance Charges

Applying finance charges to aging balances

Detailed summary report of aging balances

Viewing credit balances

Billing

Adding a reply-to email address for invoices and statements

Changing or editing invoice or statement email templates

Creating a credit

Creating a debit memo

How to charge sales tax

Invoicing

Changing the bill and due date of an invoice

Consolidating invoices by client

Consolidating invoices by shipment

Creating an invoice adjustment

Creating default invoice messages

Creating invoices 3 different ways

Deleting an invoice

Emailing Invoices

Exporting invoices

Giving a discount on a specific invoice

Invoice Creation page

Regenerating an invoice in invoice management

Showing patient appointment times on invoice footers

Switching between standard and perforated invoice

Un-consolidating/deleting a consolidated invoice

Viewing invoice history

Where to buy perforated invoice paper

Payments

Adding a credit or debit card

Applying a credit

Charging credit and debit cards in 3Shape LMS

Creating a payment

Deleting a payment

Payment receipts

Payment Reminder templates

Payment report by method/type

Remembering last payments method

Sending payment reminder letters

Setting up your Stripe Account

Viewing client payment reports

Price Management

Creating a Pricebook

Creating Default Discounts & Shipping Charges in Pricebooks/Client Pricelists

Customizing Client Pricelists

Editing an Existing Pricebook

Increasing Master Pricebooks by a Percentage

Price management: an overview

Statements

Changing the statement due date

Choose from 6 different monthly statement formats

Creating a Custom Statement

Creating a monthly statement

Creating default statement messages

Printing patient statement of manufacture

Rolling back a statement