The opening invoicing feature allows you to seamlessly create a single invoice with multiple item codes on different dates. This feature is ideal for practices that let their invoices accumulate over a weekly/fortnightly/monthly billing cycle and action emailing them out in bulk at the end of the cycle.
Enabling Open Invoicing
Open invoicing is enabled by default for all PracSuite users. If you always want a new invoice to be created every time you attempt to bill a patient, this feature can be disabled.
Working with the Open Invoice Feature
When using open invoicing, each time you attempt to invoice a patient, whether via the appointment book or directly from the patient file, the oldest open invoice will be opened for you to continue adding items to.
Invoices become closed when they're issued, i.e. printed or emailed. Until this occurs, the invoice will remain open and items will continue to be added the oldest open invoice.
Therefore, it is essential that you only use the Save option if you wish for the invoice to remain open. The invoice will be closed if you choose the Save & Print/Email options.
Closing an Individual Invoice
An individual invoice can be closed using the standard Print and Email buttons available on the invoice screen.
An invoice can also be marked as issued manually using the Mark As Issued button at the top of the invoice screen.
If you accidentally mark an invoice as issued, you can use the Mark as Unissued button at the top of the invoice to allow it to continue to be used for open invoicing.
Closing Invoices in Bulk
Rather than issuing invoices individually, PracSuite offers the ability to issue invoices in bulk using the Outstanding Invoices report. This report is ideal for closing and emailing out invoices at the end of your chosen billing cycle. Click here to learn more about bulk invoicing workflows.
Managing Open Invoice Preference per Third-party Payer
When working with third-party payers that request an individual invoice for each item code, open invoicing can be disabled for that payer.
Open the Accounts tab of the third-party payer file.
Uncheck 'Add to Last Open Invoice by Default' and select Save to finalise your changes.
Managing Open Invoice Preference per Patient
When working with a patient who requests an individual invoice for each item code, open invoicing can be disabled for that patient.
Open the Accounts tab of the patient.
Uncheck 'Add to Last Open Invoice by Default' and select Save to finalise your changes.
