Understanding Invoices and Billing History

Learn where to find all your billing records for both credit purchases and individual case usage.

Where to Find Your Billing Information

All billing records are located under the My Info section in the left-hand menu.

1. Payment History – Credit Purchases

• Shows all credit purchases made on your account.
• You can select one or more payments and download them as a PDF.
• This is useful for accounting and expense tracking.

2. Invoices – Case Credit Usage

• An invoice is created every time credits are used for an individual case.
• Each entry includes:
  • Invoice Number
  • Receiver
  • Invoice Type
  • Due Date
  • Status
  • Net Amount
  • Tax Amount
  • Total Amount
• You can:
  • View the invoice directly in the portal.
  • Generate a PDF for the selected invoice.
  • Filter and search to find specific entries.
  • Export the current list view as a CSV file.

Tips for Managing Your Billing Records

• Use filters to quickly locate invoices for specific dates or amounts.
• Use Export CSV to get a spreadsheet of your filtered results.
• Download PDFs for individual invoices if you need them for patient or insurance records.

Need Help?

If you have questions about your invoices or payments, contact DentalTwin Support or use the live chat on our website.