Creating and Managing Composite Invoices

Composite invoices are composed of other invoices. They are a useful for:

  • Pulling lots of invoices together to send to a patient rather than sending lots of individual unpaid invoices
  • Sending multiple invoices as a single invoice to an insurer or other company where multiple invoices are processed
  • Managing a group of invoices easily

There are two types of composite invoice:

  • Brand New - the original invoices are refunded and their items copied to a brand new invoice
  • Composite - the original invoices are untouched and the composite invoice is used to manage them

 

Creating a New 'Composite' Invoice

Step 1
There are several ways to initiate a composite inovice:

  • Click the 'Composite' button to start with an empty invoice
  • Select several invoices from the list and then click the 'Composite' button
  • Select several invoices from the list and then use the right-click context menu

Creating a new composite invoice

Step 2
When you create a composite invoice you need to choose its type:

  • Brand New Invoice
  • Composite Invoice

Choosing the type of composite invoice

 

Brand New Invoice

If 'Brand New' is selected then the following occurs:

  • A brand new invoice is created
  • The original invoices will have their items copied in to the brand new invoice
  • The original invoices will be refunded
  • The brand new invoice will take part in reporting as expected
The brand new invoice is just like any other invoice in the system. It can be printed/emailed/edited etc and it's fees take part fully in reports.

Step 1
When you select 'Brand New Invoice' for your composite invoice type the original invoices are refunded and a new one is created containing the items from the original invoices. This is a now a normal invoice and as such the 'Edit Invoice' window opens showing the items copied in.

Editing a composite invoice of type 'Brand New'

Step 2
The composed invoices are refunded and the brand new invoice remains.

When a brand new invoice is created its child invoices are refunded

 

Composite Invoice

If 'Composite' is selected then the following occurs:

  • A new 'Composite' invoice is created
  • The original invoices are left completely untouched
  • The original invoices will take part in reporting
  • The 'Composite' invoice will not take part in reporting as the original invoices will
The 'Composite' is a special type of invoice that lets you manage the composed invoices but does not take part in reporting itself. This is because the original invoices are left untouched and they will take part in reporting as normal.

Step 1
When you select 'Composite' as the type for your composite invoice the 'Edit Composite Invoice' window will appear.

The 'Edit Composite Invoice' window in 'Composite' mode

Step 2
Clicking the 'Add/Remove' button will open the 'Invoice Browser Window' for you to start adding invoices to your composite invoice.

Selecting invoices to add to a composite invoice

Step 3
When a 'Composite' invoice is saved it is the only invoice saved (the original composed invoices are left untouched).

A composite invoice is a special type of invoice

Step 4
And when a 'Composite' invoice is re-opened it shows the composed invoices as items. The child invoices can easily be opened and edited. In this way a 'Composite' invoice is a good way to manage groups of invoices.

When you open a composite invoice you can easily manage the composed child invoices

Step 5
When a 'Composite' invoice is printed or emailed to the recipient, it appears as normal invoice would. Even though the items are in fact invoices themselves they are shown in summary form as items on the printed invoice. This makes composite invoices ideal for sending groups of invoices to a single client for processing (for example an insurance company).

A composite invoice can still be emailed/printed just like a normal invoice - the child invoices are shown as the items