Payment Plans
Link structured payments to work orders and track financial status.
Each Work Order in Dentasync can be linked with a Payment Plan to track financial details and ensure everything is properly billed.
What is a Payment Plan?
A Payment Plan allows you to:
- Define the total amount for the work
- Choose a payment method (e.g. card, cash, bank transfer)
- Track payment status: Not Paid, Partially Paid, or Paid
- Optionally enable installments
Adding a Payment Plan
To attach a payment plan:
- Open the Add Work Order form
- Scroll to the Payment Plan section
- Enter:
- Amount
- Payment Method
- Check Is Installment Payment if needed
- Submit the form
If the work order already exists, you can edit it and attach a payment plan later.
Tracking Payments
Once a Payment Plan is added, you can track actual payments below the work order:
- Use Add Payment to enter each transaction
- See paid vs remaining balance
- View payment history with dates and methods
Check out our Work Order Best Practices for tips on organizing documentation, using statuses correctly, and keeping payment records clean and complete.