Appointment to Invoice Creator
The appointment to Invoice creator is used to quickly create invoices for appointments.
To use this feature you must have appointments created first.
Step 1 - Click 'Batch Jobs'
Step 2 – Click ‘Appointment to Invoice Creator’
Step 3 – Enter the search criteria
- Appointments between – The date range of appointments you want to be included. Appointments outside of this date range will not be included.
- The ‘Exclude invoiced appointments’ check-box will filter out any appointments that are already linked to invoices.
The rest of the fields are to further customise the shown appointments, they can be left blank
Step 4 – Click ‘Find Appointments (3)
Step 5 – Select/tick the appointment that you want to include
Step 6 – Click ‘Next’ (4)
Step 7 – Enter the Invoice Parameters
- The 'Services to bill for' drop down-box allows you to enter the different service types on the invoices
- Selecting ‘Match to Appointment’ will match the practitioner from the appointment to the invoice generated. Leaving it unchecked will allow you to choose one practitioner for all invoices.
Step 8 – Select ‘Create Invoices’ (3)
James Hogan -