Course outline
The Billings, Quotes & Financial Reporting course will help Gentu® customers minimise errors in your quoting, invoicing and receipting procedures and assist you with how to get the most out of the financial reporting in Gentu – ensuring your financial data is kept up to date and accurate. You’ll learn how to take a proactive approach to managing your practice’s accounts, leaving you with more time in your day. You will learn:
- Setting up Gentu for your billing requirements
- Editing patient account holders and information
- Setting up quote & invoice templates
- Creating and managing quotes
- Invoicing
- Deposits and refunds
- Receipting
- How to deal with exceptions
- How to get the most out of your financial reports
Course details
This course is a Bring your own Device so please bring along your laptop to access your Gentu practice, this allows you to apply what you learn directly to your own practice!
Morning tea & lunch will be provided, please email our team on [email protected] if you have any dietary requirements.
Suitable for
Gentu® users that already have some experience using the software. This course is also a great professional development opportunity.
Terms & conditions:
Magentus has a strict no refund policy for cancellations made within 7 business days’ of the training course due to the costs associated with running the course. Your position on the course can be transferred to another staff member from the same practice or another Genie practice provided Magentus is given at least 2 business days’ notice of the change. If you are unable to attend a course, or arrange a replacement, you may request that the course material be posted to you. Please note: Magentus reserves the right to reschedule or cancel courses due to insufficient attendees.
