Overview
There are two ways to generate an invoice, each with its advantages.
1) Invoicing From the Appointment Book
Invoicing from the Appointment Book is the most common approach.
Advantages
The main advantages of generating an invoice from the Appointment Book are:
The invoice will be automatically linked to the appointment.
The status of the appointment will automatically be changed to complete.
This workflow keeps the user on the Appointment Book, ready to process the next patient or make the next appointment.
How to Invoice From the Appointment Book
Step 1:
Click on the appointment, then click on the Invoice button.
Step 2:
Select the Practitioner associated with this service/purchase, along with the Item Code being invoiced. Ensure the Fee, Discount, and totals are correct.
In most cases, these details will be automatically populated based on the appointment settings.
Click Add Item to enter additional items.
Step 3:
If a payment is being made, enter the amount against the appropriate Payment method below, then click Add Payment.
Alternatively, if you have integrated with other payment systems such as Tyro Online, click the appropriate button to make a payment and/or submit a claim.
Step 4:
Click on the Save button to finalise the invoice.
2) Invoicing From the Patient's File
Invoicing from the patient file is less common, but can still be useful in certain workflows:
Advantages:
Allows an invoice to be created without an appointment, which is useful for product sales or services that don't require a booking.
Allows an invoice to be created without it being associated with the appointment, which would otherwise make the appointment appear ''complete'' (updating the status).
Note: If you open the patient file from an appointment, by clicking an appointment and using the ''Patient File'' button, any corresponding invoice will still be associated with that appointment automatically.
How to Invoice From the Patient's File
Step 1:
Open the Patient's file and click the Invoice button at the top of the page.
Step 2:
Select the Practitioner associated with this service/purchase, along with the Item Code being invoiced. Ensure the Fee, Discount, and totals are correct.
Click Add Item to enter additional items.
Step 3:
If the patient has multiple accounts, ensure the correct account is selected.
Step 4:
If a payment is being made, enter the amount against the appropriate Payment method below, then click Add Payment.
Alternatively, if you have integrated with other payment systems such as Tyro Online, click the appropriate button to make a payment and/or submit a claim.
Step 5:
Click Save to finalise the invoice.
Additional options are available by using the down arrow, where the invoice can be printed or emailed as needed.
