Create an Estimate Invoice

Creating an Estimate Invoice allows the Practitioner to generate an estimate of the expected cost of a treatment or procedure. The Estimate Invoice provides a detailed breakdown of the services, treatments, procedures, and items that will be used.

An Estimate is not a final Invoice and may change if the treatment plan is adjusted. This helps the Patient understand potential costs upfront and supports transparent communication within the Practice.

For a detailed explanation of what an Estimate is, please refer to the glossary entry: Estimate.

Web App:

Roadmap 1: NW > MOD Diary - S Dairy > Patient Booking > SB Diary > B Invoice - S Invoice > CB Estimate Invoice - S Estimate Invoice

Roadmap 2: NW > MOD Debtors - S Debtors > Desired Debtor > SB Debtor > B Account Details - S Account Details > T Account Details > ST Estimate Invoices - S Estimate Invoices

User Manual Link: Create an Estimate Invoice


Desktop App:

Shortcut: F4 (Ctrl+W)

Roadmap: MOD Diary - S Diary > B Invoices (F4) - S Multiple Invoices > B Store Estimate (Ctrl+Q)

User Manual Link: Save an Estimate


» GoodX Healthcare Glossary