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: How to 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