3Shape LMS
Billing
Invoicing
Changing the bill and due date of an invoice
Consolidating invoices by client
Consolidating invoices by shipment
Creating an invoice adjustment
Creating and exporting the Spreadheet by Invoice Report
Creating default invoice messages
Creating invoices 3 different ways
Deleting an invoice
Emailing Invoices
Exporting invoices
Giving a discount on a specific invoice
Invoice Creation page
Regenerating an invoice in invoice management
Showing patient appointment times on invoice footers
Switching between standard and perforated invoice
Un-consolidating/deleting a consolidated invoice
Viewing invoice history
Where to buy perforated invoice paper
Payments
Adding a credit or debit card
Applying a credit
Charging credit and debit cards in 3Shape LMS
Creating a payment
Deleting a payment
Figuring out what you're actually paying in credit card fees
Payment receipts
Payment Reminder templates
Payment report by method/type
Remembering last payments method
Sending payment reminder letters
Setting up your Stripe Account
Viewing client payment reports
Settings & Product Catalog
Basic set-up
3Shape LMS lab staff permission settings
Creating a client office group
Defining case flags
Granting user access and assigning permissions in 3Shape LMS
Setting technician permissions
Setting tooth numbering system in 3Shape LMS
Skipping the "Start Manufacturing" Step after case creation
Updating your lab contact information
Settings & Product Catalog