Demo Video :: Invoicing Process
Its all good and well to have a practice where you are seeing six or eight patients a day, but if you are not invoicing promptly you are not generating revenue. One way to get the funds from medical aids and your patients and into your bank account where it can start earning interest is to increase your invoicing cycles.
Invoicing a consolidated calendar event ::
Access the Calendar menu by clicking on the Calendar tab in the menu bar
Click on the last appointment in the month to open the below pop up.
When choosing to generate a monthly invoice the pop up will look slightly different with a summary of all the uninvoiced events for the month at the bottom. All events specified here will be included in the monthly invoice (which can still be edited in the Invoices tab).
Once you have generated an invoice for the event you will notice that the event color on the calendar has changed to orange indicating that it has been invoiced but not yet paid.
Clicking on a orange calendar event will open a pop up displaying information about the event which now also includes the Invoice Number linked to the event and the status of the invoice.
Clicking on the Invoice number will take you to the Invoices tab from where you can approve invoices and assign payments