Invoices Tab Additional Features
List Invoice Items: This will produce a list view of invoice items that are on open, completed, or estimates available for a patient or patients attached to a specific owner. This is a convenient view of the invoice items without having to change active invoices to view in the Checkout tab, especially for multi-patient visits! For more information on this feature, check out Invoices: List Invoice Item.
Print Client Statement: This will produce a statement view of open invoices for a patient or patients assigned to a specific owner. For more information, check out Invoices: Generating One Owner or Multi-Owner Billing Statements
Bulk Add Item: This feature will allow you to add an invoice item to multiple patient sales at once, and it's especially helpful for multi-patient visits! For more information check out Invoices: Applying an Item or Service to Multiple Patient Invoices.
Bulk Add Payment: This feature will allow you to add a payment to multiple patient sales at once, and it's especially helpful for multi-patient visits! For more information check out Invoices: Applying a Payment to a Multi Pet or Multi Invoice Checkout
Invoices Tab Filters
Owner Name: This allows you to narrow the list of invoices by owner name.
Patient Name: This allows you to filter the patients displayed in the list of invoices in the Invoice Management section below.
Status: This allows you to filter your list of invoices by Open, Completed, Estimate, or Voided status.
- Pro Tip: To view All Invoices regardless of their status, simply select the (x) icon to the right of the field.
Results Per Page: This allows you to expand the number of results per page.
All Patients Toggle: This toggle will display all invoices for any/all patients within that practice location. The filter options below will allow you to narrow that list by the desired criteria.
All Locations Toggle: This toggle will display all of a patient's invoices that are available at all of your practice locations. For more information about this toggle, check out Invoices: Available Invoices Across Practice Locations. The filter options below will allow you to narrow that list by the desired criteria.
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. If a patient has multiple open invoices, click the Set Active button in blue to change the active invoice, and that newly assigned active invoice will display in the Checkout tab. For more information, check out Active Invoice Indicator.
Reopen: This button will re-open a completed invoice. Important Note: This button will remain greyed out until the Status "Completed" is selected in the filters toward the top of the page.
Complete Invoice: This button will complete and close an existing open invoice. Important Note: This button will remain greyed out until the invoice has received payment resulting in a $0.00 balance.
Switch to Patient: This button will take you directly to that patient's profile.
For additional information regarding the checkout screen, check out Checkout: Register Breakdown.