Managing invoices and payments needs to be as accurate and effortless as possible – unlock streamlined account management and brand new tools with your improved ‘Account’ tab.

You'll still find all the familiar functionality, now with greater visibility and accuracy – as well as powerful new tools including taking deposits and combined family payments!

All-new accounting tools

✅ Easily take and allocate deposits

Take them as part of a payment, identify them at a glance, and allocate or delete them in a few clicks.

✅ Take family payments in one go

View linked family members’ accounts in the same screen, and take payments for the whole family in a single transaction.

✅ Automatic calculation and allocation

If you select multiple invoices, we'll do the maths and allocate automatically, saving you time and reducing the chance of human error.

✅ Quickly allocate outstanding balance

No more digging through unallocated payments – identify and allocate them in an instant.

Same functions, smarter layout

You also won’t lose any of your existing functionality – it's all in a clearer, more intuitive format!

• Identify outstanding balances at a glance, speeding up the payment workflow for both you and the patient.
• No need to jump between payments and invoices, simply expand any invoice or payment to see associated transactions!
• Need to view different family members, a lengthy or complicated account history, or a certain type of invoice? Filter your view to see only what matters.

We’ve enhanced the ‘Account’ tab to ensure you can complete all the actions you need, as quickly and effortlessly as possible. Make the most of these new features, as well as new tools to come later in the year – start working smarter with the new account screen.

Please note: Users in Canada 🇨🇦 already have access to this new account screen, so you won't see any change from your normal workflows!