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 / Statements, Download 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