Listed below are instructions on Individual or family view in invoices, claims and receipts, preview/print an invoice from the invoices tab, add a custom message to invoice or receipt, manually split accounts per provider, mark an outstanding balance as bad debt and delete (reverse) an invoice. 

Individual and/or Family View in Invoices, Claims and Receipts

Family View to Individual View

1. Go to Patient Records > Invoices/Claims/Receipts tab
2. Click Family View icon to change to Individual 
3. Patient: Select the relevant patient to view
   
   

Once an invoice has been created, it can be previewed onscreen or printed.

1. Go to Patient Records > Invoices tab 
2. Highlight the invoice to be previewed/printed
3. Invoices menu > Select Preview Selected or  icon
   
   
4. Click Print to print the invoice

Add Custom Message to Invoice or Receipt

Custom messages can be added to individual invoices and receipts when previewing them. 

Commonly used messages can be added to the Fast Notes group Invoices (Accounts).

The following instructions are how to use preset notes (above) or add more when in the patient file. Previewing and Invoice/Receipt can be done from many areas, but more commonly this is done at the time of invoice (F2) or receipt (F3).

1. Preview the Invoice/Receipt
   
2. Click Message
   
1. Show Messages for
   

1. Provider: preset messages will appear for the selected Provider(s)
2. Patient: previously used messages will appear for the patient
1. Provider: Only available if Provider is selected above, choose to view preset notes either for all providers or an individual                                                                            
2. Select the message to include, or click Add to create a new one
   
3. Click Select to add the selected message to the invoice
   
   
4. Selected message will now appear on invoice or receipt
   
   

To manually only include select one Provider at a time when processing an invoice, deselect the provider at during the invoice creation. Alternatively, this can be set to automatically split whenever there are two Providers. 

1. Go to Patient Records > Treatment tab 
2. Itemised Invoices menu > New Invoice Only / Press F2 key / Click Invoice Only icon 
1. In the background, deselect the second Provider
   
   

To help categorise debtors, any balance considered a Bad Debt should be marked as such. 

Marking a Bad Debt can be completed for the patients' file, or the Debtors tab.

Mark within Patient File

1. Go to Patient Records > Invoices tab
2. Select the invoice
3. Invoice menu > Mark/Clear Bad Debt / Click Bad Debt icon 
   

Mark from Debtors tab

1. Go to Debtors & Marketing > Debtors tab
2. Select the invoice
3. Click Bad Debt icon 
   

A discount can be applied to an outstanding invoice after it has been created. 

1. Go to Patient Records > Invoices tab
2. Double click in the $ Discount / % Discount field of the outstanding line
1. Click Add
   
   
2. Enter correct Instalments No to be discounted> OK
   
   
3. Select the Category
4. Enter the Discount by $ or % value
5. Double click N to add a Note if applicable
6. Click OK

An invoice can only be reversed once the associated receipt and Claim is removed. Reverse them, then follow these steps. 

1. Go to Patient Records > Invoices tab
2. Highlight the Invoice to reverse
   
   
3. Press the Reverse Invoice icon 
4. If security is setup, enter Username, Password and Reason
   

To see reversed details from the patients file, place a tick in Show Reversed Records.