Denzo

Invoice system in Denzo — creation, pricing, multi-currency, payments, credits, and sharing.

Creating Invoices

Labs create invoices for dentists from completed orders within a date range.

Go to Order Invoices → New, select a dentist, pick a date range — the system finds all completed orders not yet invoiced.

Each invoice contains line items (one per order) showing patient, service, teeth, quantity, date, and amount.

pending → partially_paid → paid

Status auto-calculates from payments + credits vs total.

Labs can edit individual item prices after creation.
Adjustments: add or subtract a flat amount (e.g. rush fee, correction).
Discounts: none, fixed amount, or percentage (up to 100%). Applied after adjustment.
Total = subtotal + adjustment − discount.

Supported currencies: USD and SYP (Syrian Pound).

Labs choose the invoice currency at creation. If orders are in a different currency, specify an exchange rate and all items convert automatically.
Labs can change the invoice currency after creation — all items and existing payments recalculate.
Payments can also be made in a different currency than the invoice, with their own exchange rate for conversion.

Dentist submits a payment request: specify amount, currency, exchange rate (if converting), method (bank transfer, cash, check, card, other), and optional reference/notes.
Payments start as "pending" until the lab confirms or rejects them.
Once confirmed, the invoice's paid amount updates and status recalculates.
Adjustments: labs can credit a dentist directly on an invoice (auto-confirmed).
Payment history shows all transactions with status badges, method, and currency conversion details.

Each lab-dentist pair has a shared credit balance.
When creating an invoice, available credit is automatically applied (deducted from balance, reducing amount owed).
If a dentist overpays, the excess is added to their credit balance for future invoices.
Deleting an invoice refunds any applied credits and confirmed payments back to the credit balance.

Every invoice has a public shareable link (e.g. denzo.app/p/invoice/id) — no login required, read-only.
Print-optimized layout: lab header with logo, bill-to dentist details, itemized table, totals with discount/adjustment breakdown, exchange rate info.
Click "Print Invoice" on any invoice detail page to open the printable view.