To create a Quote, go to the Invoices tab of the Patient File and select the Quote button at the top of the page.
Like invoices, you can add items to your quote in the items grid, and set the quote date and expiry on the right-hand side of the page.
When you've finished adding items to the quote, use the Save button at the top to save and print/email the quote for the patient.
To convert a quote to an invoice, go to the Invoices tab of the Patient File and select the Quotes section.
Select the checkbox next to the quote and select Save as Invoice.
Health fund rebate estimates with Tyro Health EFTPOS
If you use the Tyro Health EFTPOS integration, you can give a patient a health fund rebate estimate from a quote. After adding items to the quote, select the Tyro Health EFTPOS button at the top of the items grid, choose the terminal if applicable, and select Health Fund Rebate Estimate. The estimate and the remaining gap amount are shown on screen.
For the full steps, see Health fund rebate estimates via Tyro Health EFTPOS. To set up the integration, see Enabling the Tyro integration.
Quotes report
The Quotes report lists the quotes in a date range, so you can see which are unissued, issued, converted to invoice or expired. Each row shows the quote date, quote number, patient, expiry date, status, practitioner, business and total.
To run the report:
Go to Reports > Billing > Quotes.
Choose a date range and, if needed, filter by quote status, item or fee category. You can also search by quote date or quote expiry.
Select Generate report.
From the report you can save and load filters, schedule the report to be emailed, print it to PDF, export it, email it, or send a message to the patients listed. The Excel export also includes the invoice number and conversion date for quotes that were converted to an invoice.