Using the Invoice Screen

Using the Invoice Screen

This article will focus on the invoice screen for customers, however certain aspects will apply to multi-recipient invoices as well. For information specific to Third Party invoice please read here: Creating Invoices Using Third Parties



You can amend the customer receiving the invoice in the top left panel on the screen using the magnifying glass icon:



General Invoice Screen Features

The details of the invoice can be amended in the middle left panel:


If the bill is being raised in advance and the consultant details are unknown, by creating a consultant in the User list with the practice name a generic account can be used instead. Details on how to create users can be found Here.

Click on the products and services in the right-hand panel to add them to the invoice.


Once you have added the required items to the Invoice, a number of options will be available:


  1. Front Desk – This will send the bill to the Front Desk ready for them to receive payment.
  2. Post to Account – This will add the bill to the customer’s account.
  3. Print Invoice – This will save the bill to the customer’s account and open the invoice for viewing in the Document Viewer.
  4. Receive Payment – This will save the bill to the account and open the Payment screen.
  5. Save Estimate – This will send the bill to the front desk as an estimate.
  6. Save – This gives the option to either save the bill to the front desk as "In Preparation" or save a template. Templates can be used for bills that contain items that are usually found together on an invoice.
  7. Delete – Deletes the current invoice.
  8. Pick List – This will open the pick list menu, View Pick List will open the item list that allows you to add items to bills. Using the options available it is also possible to modify items that are shown on the pick list.
  9. Bill Item – Using this button will show the item settings for the currently selected item.


Editing Bill Item Properties

With the bill open, click the bill item you would like to edit. Then click the Bill Item button.


The Bill Item pane is on the right hand side of the page.
 

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