Invoices Tab Filters
All Patients Toggle: This toggle will display all invoices for any/all patients, not only for the active patient within the Patient Reserve but for all other patients within your system. The filter options below will allow you to narrow that list by the desired criteria.
Owner Name: This allows you to narrow the list of invoices by owner name.
Patient Name: This allows you to narrow the list of invoices by patient name.
Status: This allows you to narrow your list of invoices by Open, Completed, Estimate, or Voided status.
Results Per Page: This allows you to expand the number of results per page.
This section will display all open, completed, or estimates that have been created for patients linked so a specific owner. The list is dependent on the filters selected above.
Print: This will print an owner copy of the open, completed, or estimated invoice depending on the status that's selected in the filter section.
Set Active: This is a button that triggers the displayed/available invoice in the Checkout tab.
- Important Note: If a patient has multiple open invoices, that button will allow you to switch between them. If a patient has one open invoice, this button will be greyed out.
- Example: if you have the All Patients toggle checked, along with the Status Open, the list in the table below will populate all patients system-wide with open invoices. To switch to that patient and invoice, click Set Active on the right side of that patient's line in the list. Not only will it switch to that patient's record, but the system will direct you to that patient's open invoice to modify or complete checkout.
Reopen: This button will re-open a completed invoice.
Bulk Add Item: This allows you to add items and/or services to multiple invoices at once. For additional information on this feature, check out Invoices- Applying Bulk Add Item to Multi-Patient Invoices
- Example: If an owner comes to the practice with multiple animals, the Bulk Add Item button will allow you to add an item and/or service to the selected patient invoices without having to add the item to sales individually.
Bulk Add Payment: This allows you to apply a single payment to multiple patient invoices at once. For additional information on this feature, check out Invoices- Applying a Payment to a Multi Pet or Multi Invoice Checkout
- Example: If an owner comes to the practice with multiple animals, the Bulk Add Payment button will allow you to add a payment to be applied to selected patient invoices in the desired order (oldest to newest or newest to oldest) without having to perform individual checkouts.
Print Client Statement: This will generate a statement for all outstanding invoices tied to that owner
For additional information regarding the checkout screen, check out Checkout: Register Breakdown