1. Quotes in the wawa platform
Send quotes for products and services to your patients, and easily convert them to invoices when ready.
2. How it Works
Create a quote from either the Quotes tab of a patient’s page, or the Quotes section of your clinic’s Finance tab.
Populate the quote as required, including the patient’s name, any payment terms, and the line items. Read more about price lists and items for billing here.
Once a quote is sent to a patient it cannot be edited.
If you want to edit a quote it must be deleted and remade
Quotes can be turned into invoices with the click of a button from the quote’s page. Learn more about invoices here.
You can view all quotes within the Quotes section of the Finance tab, including an overview of their status, patient funding source, and amount.
Patients can view, then decline or accept their quotes directly within the app.