Billing and getting paid
Create invoices, set taxes, and accept card payments.
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Create an invoice
Under Invoices, pick a client and add lines (or bill a delivered case). Tax is applied automatically from your default or the client's rate.
Configure taxes
Set your default tax rate, its label (Sales Tax, IVU, VAT…) and your tax ID on the Invoices screen. Override it per client under Offices, or mark a client tax-exempt.
Accept card payments
Connect your own Square account under Integrations. Then each invoice can generate a secure card-payment link, and it marks itself paid automatically.
Send a statement
From Accounts Receivable, open a client to print a full statement of invoices, payments and balance.
Need more help? Email support@labidental.com.