Faster invoice creation
Carry doctor, patient reference and recorded work into the invoice instead of rebuilding it from memory.
Feature overview
Connect completed cases to invoices and payment status so finished work does not get lost after delivery.
Benefits for dental labs
Cleaner payment follow-up
Keep paid amounts and balance due visible for routine follow-up.
Less unpaid work hiding in production
Connect finished and delivered work to its commercial status so completion does not end visibility.
Better owner visibility
Filter invoice records by doctor, status and date, then review totals in reporting.
Commercial continuity
From finished case to payment follow-up
- 1 Confirm the case work and delivery information recorded during production.
- 2 Create the invoice from the completed work and applicable pricing.
- 3 Review the generated document before sharing it with the doctor or clinic.
- 4 Record paid amounts and keep the remaining balance visible.
- 5 Use invoice reporting to review commercial activity over time.
What the downloadable invoice sample demonstrates
- Lab and doctor information in a clear one-page layout.
- Case and patient reference carried into the commercial record.
- Line-item quantity, price, discount, tax, total, paid amount and balance due.
- Fictional test data suitable for evaluating document structure without exposing customer information.
Common mistakes to avoid
- Creating invoices from memory.
- Tracking unpaid work outside the case workflow.
- Not matching delivery status to invoice status.
- Letting price rules live only in one person's head.
Invoice tracking in the product
Follow finished work through payment, not just delivery
The invoice view connects doctor, patient reference, case dates, totals, paid amounts and remaining balance so commercial follow-up stays visible after production ends.
Case-to-invoice continuity
Finished cases can move into invoicing without recreating the doctor, patient reference and work details from memory.
Balance visibility
Paid amounts and balances due remain visible in the list for faster payment follow-up.
Filterable records
Doctor, status and date filters help owners review the exact invoice group they need.
Generated invoice output
Create a professional invoice from recorded work
The generated invoice carries the lab, doctor, case, patient reference, line items, totals, paid amount and balance due into a clean document for commercial follow-up.
Demo invoice preview
A one-page invoice generated from demo case and payment data.
This rendered demo invoice is shown as financial-document proof. Unlike the case and Rx previews, this invoice sample does not contain a QR code.
Best practices
Invoice from finished cases.
Review unpaid cases weekly.
Keep dentist price rules documented.
Use delivery status before invoice follow-up.