Invoices

Click Add To Create a New Invoice.

The following screen appears, user can fill Invoice related fields.

Click Add Line, a new item row is added as shown below.

Click on Generate Invoice user will be directed to the payment page.

For more information about payment Click Here.

Invoices List

Edit

Click on to edit selected invoice.

Pay

Click on Pay, user is directed to the payment below.

Print

Click on Print the following page to print is shown below.

Details

Click on Details the following screen containing Invoice details open up.

You can delete New invoice.

Export to Excel

Click on Export to Excel to download file as Microsoft Excel worksheet.

Payments

Click Add Payment. The following screen appears, user can add Payment related fields.

When the department and patient are selected, a list of unpaid invoice(s) appears related to the patient chosen in that specific department.

User can check the invoice(s) he wishes to pay.

Note that if user wish to pay on account or insurance (payment type) doctor field will be added make sure to select doctor for the patient's account.

Finally, user can click on Save Payment, payment is saved and user is directed to the Payments List.

Payments List

Print

Click on Print the following page to print is shown below.

Reverse

Click on Reverse to delete Payment. The following popup appears.

Details

Click on Details the following page appears.

Payments On Account

The following screen appears ,User can fill the payment on account related fields.

• Check Clinic to add Account(clinic) or Insurance(clinic) .
• Check Doctor to add On Account or Insurance.Don't forget to select the doctor.

Note that if Insurance(clinic) or Insurance is added, a drop down for Insurance companies will appear.
To Add Companies Go To Setup > General Setup > Insurance Companies.

Account is added to the Accounts List.

Now, Let's add a transaction to an account.

Fill the required fields.

Amount can be added(+) or withdrawed(-).
If amount was withdrawed, reason must be added in the description field.

Transaction added.