Overview
Track total payments, outstanding balances, and generate reports by dental office or work order.
The Finance section in Dentasync helps you manage all payments and outstanding balances related to Work Orders.
You can view payment data grouped by dental offices or explore individual work orders in more detail. This is useful for tracking financial performance and generating reports across your organization.
Views
Switch between two main tabs:
Dental Offices View
Each row displays:
- Dental Office
- Number of Work Orders
- Paid Amount
- Total Amount
- Outstanding Balance
Work Orders View
Each row shows:
- Work Order #
- Dental Office
- Payment Method
- Paid Amount
- Total Amount
- Outstanding Balance
- Status
- Documented Date
Clicking on any work order in this view opens its Work Order Details page.
Filters
To narrow down financial data, use filters at the top of the page:
- Time Period
- Dental Office
- Payment Method
- Payment Status (only in Work Orders view)
Filters affect both the view and exported report data.
Source of Financial Data
- Payment Plans are defined when creating a work order.
- Payments are added manually through the work order’s detail page.
Learn how to configure payment plans and record payments.
Exporting Reports
You can export the current view using the
The report reflects:
- The selected tab (Dental Offices or Work Orders)
- Any filters you’ve applied
Next: Learn how to generate detailed reports.