Below is a breakdown of an Individual Invoice Screen.
At the top of the invoice screen, you will see the invoice number printed with the total amount of the invoice. It will also show the current status which can be either 'Paid', 'Part-Paid' or 'Unpaid.'
In this section you will also see information on who is being billed, the invoice and due date and a section to display any notes.
There are also navigation buttons, highlighted in red below:
Back - Navigate back to the list of payments or invoices in this patient's account.
Print - Open Print Preview screen
View Client - Navigate to the Client record.
Edit - Edit specific details of the invoice.
Clicking 'Edit' will open the below window which will allow you to edit the invoice number, add notes and edit the invoice and due date. To change the dates you can either type in the new date manually or select the calendar icon and use calendar view.
When you have modified the details, click 'Save.'
'Transactions' is the next section on the 'Invoice' screen. Here you will see the billing items and payment details. As seen below, there is 1 billing item currently on this invoice. From left to right you can see the date, description, debit, credit and again navigation buttons.
Date - The date that the treatment took place.
Description - The name of the consultancy/appointment with the Practitioner name and Patient name.
Debit - The price of the treatment
To the far right you will see the 'View' and 'Remove' buttons.
In the instance of a currently paid invoice, you will be unable to remove the billing item. If you would like to remove the billing item, you will first need to remove the payment.
Click the 'View' button to open the edit charge screen, allowing you to edit some details of the billing item. The fields that can be edited here are location details, billed date and the description. You can also use the 'Delete this charge' button to completely remove the billing item from your system.
The date against the payment in the 'Transaction' section is the date which the payment was accepted into TM3. The description will tell you the method of payment used. Under 'Credit' you will see the total amount that the payment has assigned to this invoice. You will also see the 'View' and 'Remove' buttons.
The 'View' button will take you to the 'Edit Payment' window. In this window you can change the reference number, the date, the payment type, the reconciliation amount and also add in who made the payment. Click 'Update' to complete.
Directly below the 'Transaction' section there will be 2 buttons visible:
The 'Add New Charge' button will allow the user to add on any further items to the current invoice, which can be either stock, consultancy or class/course. As you can see below when you begin to type, it will search the current stock list and give you the option to select which one you wish to use. In this case, I have written 'Initi' to bring up 'Initial Assessments.'
The 'More Actions' button allows you to see other available options for sending the invoice to a patient. We have included SMS, Letter and Email, within each section you will be able to choose from your templates.
The last item related specifically to the invoice is the 'Total' grid that can be seen in the bottom right hand corner. Here you will see all of the details in relation to the charges, the invoice total, the number of payments paid against it, if there are any other credit (amount credited, discounted, or refunded) and if there is a value outstanding.
At the bottom of all of the invoice detail there is a section to add in any documents that are related to this invoice i.e.. if someone has provided a cheque and you would like to add an image of this. You could scan the image into the computer and then drag and drop the file in to the window as shown below or click to use the usual select files to open, to save this within the patients record.
You can see below, that you also have access to view previously sent emails and texts as well as any other items/documents that have been imported to the patient in the 'Document History' section.