Quotes & payment plans

Build quotes for the patient's treatments and, once approved, turn them into a payment plan with monthly installments. Everything stays linked to their record.

Created by Front desk, Assistant and Admin. Each quote carries a yearly folio (for example P-2026-0001).

Create a quote

1. Open the patient record and go to 🧾 Quotes → New.
2. Choose the Doctor who attended (printed on the PDF).
3. Add the treatments. For each item you can lean on the odontogram and adjust:
   • Per-line discount: a discount just for that item.
   • Flat price per treatment: check this box to charge a flat (package) price instead of multiplying by each selected tooth.
   • Service code: if your catalog uses it, it appears as a column on the PDF.
4. Save. You can 📲 send it by WhatsApp to the patient.

PDF with your clinic's branding

When you print (🖨️), the quote comes out as a TREATMENT PLAN with your clinic's logo, name, address and phone, the treatment table (with code, discount and total investment) and the total. The footer (validity, extra details) is set once in Settings → Quote footer and appears at the bottom of every quote.

From quote to payment plan

When the patient accepts, approve the quote: you set how many monthly installments and the system instantly creates the payment plan and the treatment plan with the line items. Approving is final: an approved quote can no longer be edited (only drafts can be edited or deleted).

Paid vs Completed

In the patient's 💳 Account view, each quote shows two different progress figures:

• Paid: the money the patient has already handed over for that quote (their installments).
• Completed: the dental work already performed (treatments assigned to that quote).

They may not match, and that's fine: a patient can pay in advance (Paid runs ahead of Completed) or have work done that they're still paying off (Completed runs ahead of Paid). Seeing them separately tells you, at a glance, how much they owe and how much is left to do.

Payment tracking

• Installments go into the patient's credit balance; when a treatment is assigned, it's deducted from that balance and marked as completed.
• The patient's balance updates automatically and the income shows up in Finance and in the Cash cut.

Tip

Present the quote the same day as the visit, while the patient is decided. A clear payment plan increases treatment acceptance.