Billing lets you track fees, invoice and payments made by your patients. Make sure billing is enabled to use this feature. Enable this feature Go to Home > Settings > Billing Currency – this is the currency used on the invoice Use Taxes – enable this if you use tax when invoicing. Otherwise just keep […]
Invoices can be added on Visit record > Billing tab (this is last tab). Click the Add Fee button to create your invoice. Click the Pay Now button to record the payment made. If you wish to see the invoice (in this example Invoice#12), click the visit fee amount. This invoice can be printed to […]
Go to an exiting invoice. You can navigate to an invoice from these screens. Patient record > Visits tab Home > Billing > Sales Click on Invoice#12. On the invoice record, you can find the Print button. Click it to preview the invoice. You are then able to print as PDF or send it directly […]
Step 1: Go to Home > Menu > Billing > Then choose Due. Step 2 : Then click on the patient’s name > Then choose “Accept payment” Step 3 : Then choose the invoices to be paid. > Then click on “Pay Balance” Step 4 : Then accept the confirmation to proceed. Step 5: Payment […]
Step 1 : Go to Home > Menu > Billing. Step 2 : Then click on each section to view the different reports. (Sales, Payments, Due) Sales Report Payments Report Balance Due Report
Invoices are printed using a template that you can customise. Go to an invoice record and click the top right menu button > Print template. This will show the print template. Company Title – by default this shows the Doctor’s name. You can change to use your clinic name instead. Company Details – by default […]
Step 1 : Go to Home > Menu > Settings Step 2 : Then click on Items. Step 3 : Then click on the “New” button > Then enter the name, description and price. Step 4 : The new item is now be added on the item list.