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Batch Billing

Batch billing can be run daily, monthly, or per your practice preference. By default, patients only receive a bill if they have not been billed in the last 30 days. To generate a single statement, invoice, or receipt, see Statements instead.

Setup: Set defaults and billing list filter options.

General Steps:

Other Resources:

To begin the batch billing process, open the Billing Options window. In the Manage module, click Billing. 

Note: If the Billing List opens instead, a list has already been created and there are unsent bills. Before you can generate a new list, you must send the unsent bills or delete them. To delete, click Close, then click Yes to the delete message. You will receive a notification when the deletion is successful. Click OK and the window will close. Click Billing to start again.

 

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