The Invoice Slide Out Menu is a helpful feature that allows quick visibility of the invoice status while working within other areas of the platform.
Where Can I Find the Slide Out Menu?
- Upon logging into your Hippo Manager platform, the Slide Out Menu is located in the top right-hand corner of the screen.
- Click on the ($) button and the menu will expand along the right side of the screen.
- Once the active patient within the Patient Reserve has an open invoice on file, it will be visible within this tool and include the items, pricing, and invoice total.
Slide Out Menu Breakdown
Slide Out Header: This list's the invoice date along with the active patient who's associated with that invoice.
Items and Services: Items that are reflected on the Sales Register, including the total dollar amount listed below each line.
Shaded Circle: Reflects the quantity for each line item.
Switch Invoices: This button will direct you to the Invoices tab, where you can then view, print, or switch between all active invoices for that patient.
Checkout: To add, edit, or apply payment for an invoice while viewing the Slideout bar, click on the Checkout tab which will redirect you to the Sales Register.
How do I Perform a Check Out?
The Slide Out Menu is a reflection of what's active on the Register screen. To add, edit, or perform a checkout, this should be done through the Sales Register. For additional assistance on performing a checkout through the Sales Register, check out the "Sales Register Breakdown" article.
For applying payments to multiple invoices at once, the Bulk Payment button is located in the upper right corner of the Invoices screen. For additional assistance with applying payments to multiple invoices, check out the "Applying a Bulk Payment" articles.