Account Details: Navigating the Estimate Invoices Tab




The purpose of the Account Details screen is for the User to access all Account-Related matters, Print Invoices / Receipts / StatementsDownload or Email Invoices / Receipts / Statements, make Clinical Notes, perform Special Actions, and view the History (Archived Transactions) of the Debtors Account in one screen.

  • Log in to the GoodX WebApp using your GoodX username and password.
  • From the Diary screen, click on the correct Patient booking. 


  • The Sidebar will open on the right-hand side of the screen. 

  • Click on the Account Details button.


  • The Account Details screen will open.

    • From the Account Details screen, the User can access all Account-Related matters, Print Invoices / Receipts / Statements, Download or Email Invoices / Receipts / Statements, make Clinical Notes, perform Special Actions, and view the History (Archived Transactions) of the Debtors Account.

Please Note: The User can navigate to other screens from the Account Details screen.


Estimate Invoices

  • Quotations will be displayed here that was done for procedures the Patient needs to come back for or have done.




Last modified: Thursday, 9 May 2024, 2:08 PM