Selling Products Without a Patient Profile

You may find yourself selling products to individuals who don't have Patient profiles at your clinic. For instance, someone may walk into your clinic looking to purchase a product from your physical clinic's location. We suggest creating a single miscellaneous Patient profile to process and capture these purchases.

Selling Products to Non-Patients

  1. Hover over the Add New button in the header.
  2. Click on Add Patient.
  3. Add first name 'Miscellaneous' and last name 'Purchases'.
  4. Click Save.

Important Note: All in-person purchases should be grouped under the same 'Miscellaneous Purchases' Patient Profile.

Refunding an Appointment Deposit

Billing for No Shows

Gift Certificates

Issuing a Duplicate Receipt

Partially Paying Invoices

Paying an Invoice from Account Credit

Paying a Single Invoice

Paying Multiple Invoices

Quick Paying an Invoice

Writing Off an Unpaid Balance on an Invoice

You may find yourself selling products to individuals who don't have Patient profiles at your clinic. For instance, someone may walk into your clinic looking to purchase a product from your physical clinic's location. We suggest creating a single miscellaneous Patient profile to process and capture these purchases.

Selling Products to Non-Patients

  1. Hover over the Add New button in the header.
  2. Click on Add Patient.
  3. Add first name 'Miscellaneous' and last name 'Purchases'.
  4. Click Save.

Important Note: All in-person purchases should be grouped under the same 'Miscellaneous Purchases' Patient Profile.

You may find yourself selling products to individuals who don't have Patient profiles at your clinic. For instance, someone may walk into your clinic looking to purchase a product from your physical clinic's location. We suggest creating a single miscellaneous Patient profile to process and capture these purchases.

Selling Products to Non-Patients

  1. Hover over the Add New button in the header.
  2. Click on Add Patient.
  3. Add first name 'Miscellaneous' and last name 'Purchases'.
  4. Click Save.

Important Note: All in-person purchases should be grouped under the same 'Miscellaneous Purchases' Patient Profile.

Refunding an Appointment Deposit

Billing for No Shows

Gift Certificates

Issuing a Duplicate Receipt

Partially Paying Invoices

Paying an Invoice from Account Credit

Paying a Single Invoice

Paying Multiple Invoices

Quick Paying an Invoice

Writing Off an Unpaid Balance on an Invoice

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Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
Invoice

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice