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      How-To: Create an Invoice

      Creating and sending invoices has never been easier. Follow along this video and step-by-step guide to see how.

      Quick Links:
      Create an Invoice: Video Tutorial
      Create an Invoice: Step-by-Step

      Create an Invoice: Video Tutorial

      Here is a video tutorial on how to Create an Invoice:

      Payments - Financing Module > Invoices tab > Create New Invoice

      Create an Invoice: Step-by-Step

      Please follow these steps to create an invoice:

      • Log onto your Zuub Portal (dental.zuub.com/portal).
      • In the Navigation Panel, click on the Payments - Financing Module.
      • Select the Invoices tab at the top of the Module.
      • Within the Invoices tab, you will be able to create an invoice for any patient using the Create a New Invoice field towards the top right of the view.
      • Using the Create a New Invoice field, you can search by Patient ID or Patient Name.
      • Once you find the patient you are looking for, select their name and then click on Create Invoice.
      • If using for the patient for the first time, you will see there are no invoices set up yet, it will say "No invoices. Click on New Invoice to create one." in that section.
      • You will need to click on the New Invoice button, which will trigger the patient's Visit(s) and Treatment Plan(s) to populate.
      • From there, you can select which Visit(s) or Treatment Plan(s) you would like the invoice to pull in and bill for.
      • Once selected, click on next and the system will create the invoice with the items from the Visit(s) or Treatment Plan(s) you selected.
      • You can edit and adjust the invoice items such as the fees, insurance, and discounts amounts as needed. The adjustments will reflect the patient's responsibility as their total under Patient for each of the codes and the overall total at the bottom.
      • You have the ability to allow the patient to make partial payments as well.
        • To enable check the checkmark box next to the option.
          • You can adjust the default amount for partial payments in the Settings (i.e. Change it to $150 or $200.)
        • To disable make sure to uncheck the box next to the option.
          • This will make it so the patient has to pay in full.
      • Once all adjustments are completed, you can click on the Send Invoice button at the bottom right of the view and that will create the invoice and send it to the patient to allow them to pay.