Billing to Debt Management (Desktop App)

Estimates

• Estimates can be invoiced from the Simple Invoice and Multi-invoice Capturing screens 
• When invoicing, the Cases, Appointments, and Note fields can be entered manually or templates can be selected if set-up
  

To set-up Templates for Estimates

• Click on Lists and choose Estimate Lists from the List

  
  

  
  

Estimate Lists - Procedure Description List (Case)

Different Cases can be added to the list

• Click on the + to add a new Case. An example of a case is a Crown procedure or reconstruction procedure. It will be a description of the procedure.
• Enter the Shortnote, English and Afrikaans descriptions
• Click on the Correction tick
• Repeat to add another Case
  
• Click on Exit
  

Estimate Lists - Appointment Description List

Different Appointments can be added to the list

• Click on the + to add a new Appointment
• Enter the Shortnote, English and Afrikaans descriptions
  
• Click on the Correction tick
• Repeat to add another Appointment
• Click on Exit

Estimate Lists - Estimate Notes

Different Notes can be added to the list

• Click on the + to add a new Note
  
• Enter the Shortnote, English and Afrikaans descriptions
  
• Click on the Correction tick
• Repeat to add another Note
• Click on Exit