- ▼ Installing & Upgrading
- ▼ Accounting & Invoices
- ▼ Inventory & Stock
- ▼ Patient Management
- ▼ Email System
- ▼ Calendar & Bookings
- ▼ Online Booking & Cloud Features
- ▼ SMS & Email Reminders
- Health Funds
- Health Fund Items
- Medicare Benefits Schedule Items
- Setting up new users
- Managing the entire practice
- Keeping all computers synchronised
- Resolving conflicts
- Using rooms & locations
- Runing reports
- ▼ 3rd Party Integration/Plug-ins
- Backing my data
Creating Invoices & Billing
There are several different invoice types in Practice Master Pro:
- Ad-Hoc - on the fly invoice not tied to a patient or contact
- Patient - invoice connected to a patient
- Contact - invoice connected to a contact
- Visit - a visit invoice either against a patient or a contact
- Composite - an invoice made of other invoices
Creating composite invoices
EFTOS & Credit Card Payments
Creating Invoices From The Accounting Screen
Click on the 'Accounting' main application tab then click on the buttons in the 'New Invoice' area.
If you have clicked the 'Ad-Hoc' button you can skip to Step 3. If you have clicked the 'Composite' button you should read the Composite Invoice Guide. If you have clicked the 'Patient' or 'Contact' button you will need to select the patient or contact from the selector window that appears. When you have selected the patient or contact the 'New Invoice' window will appear.
Give the invoice a descriptive summary and click the 'Add/Remove' button to add billable items to the invoice.
Click the box next to the item(s) you wish to add, then set a quantity and a custom price if required. Click the 'Save' button to add the items to the invoice when finished.
You can set a 'Payment Type' and either enter an amount manually in to the box or click the 'Enter Full Amount' to enter the full amount remaining without having to key in any numbers (and therefore reducing data entry errors). Click the 'Add Payment' button to make the payment (you can add multiple if required) and save the invoice when finished.
If you patient wants to pay their bill on two different types of card, or split between cash and card then you can use 'Split Payments'.
When you have an invoice with items added and is ready to pay enter the first 'Payment Type' and amount in the box and click the 'Add Payment' button.
Next you can change the 'Payment Type' and enter the next amount (or click 'Enter Full Amount' if this is the last payment) and click 'Add Payment'. If you inspect the 'Payments' tab after you have added your payments you will see them all listed.
Ad-Hoc invoices can be created without associating with a patient or contact in the system. The other types of invoice must all be associated with a pre-existing contact, patient or visit.
You can create a patient invoice from the main accounting tab as shown above, or by right clicking a patient in the patient list and selecting the 'Accounting/Patient Invoice' menu.
You can create a contact invoice from the main accounting tab as shown above, or by right clicking a contact in the contact list and selecting the 'Accounting/New Invoice' menu.
You can create a visit invoice from the visit in the patient's notes 'History' tab, or from the main applications 'Patient Notes' tab on the 'Visit History' sub tab. In both cases you create the visit by right clicking it and selecting the 'Accounting/Create New Visit Invoice Against/'
As you can see from the menu options above you can create the invoice for the visit against a patient or a contact. You will need to select the patient or contact from the selector window that appears, then you can edit the invoice details as described above.
Creating composite invoices