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.
Slideout Menu Location
1. Depending on what area of the system you're working in, find your way to the upper right corner of the screen where you'll see a ($) button.
2. The menu will expand from the right side of the screen with a mirror of what's in the Checkout tab.
3. 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. For additional information, check out Invoices: Invoice Management Breakdown & Invoices: Owner Transaction History
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. For additional information, check out Checkout: Register Breakdown
For applying payments to multiple invoices at once, check out Invoices: Applying a Payment to a Multi Pet or Multi Invoice Checkout