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9.1.3 Quick Access Options



Quick access to several options that are available in Financials is provided under the Actions column on the right side of the table for the Invoice Management and Payments Tied to Invoices tabs.

Actions Column

To pay an invoice, click the green dollar-sign icon. Click the arrow to list the other actions. These Actions include Sending an invoice by email, Printing an invoice, Attach a file to the invoice, making a Payment, print an ADA Form. Before an invoice is locked, the Actions Edit and Lock are available.

Please Note: In order to send an invoice via email, an email address must be entered on the corresponding patient registration card.


However, once an invoice becomes locked, those two Actions are replaced by Adjust and Track.


action column