Pre-Invoice

The Pre-Invoice tab can be enabled by Species, see Reception Administration for further details. This screen is used to invoice clients over a long period rather than generating an invoice each time the 'Save' button is selected.

Add to Pre-Invoice

1) Navigate to the Add Treatment Screen (Treatment > Add Treatment Tab).

2) Add all the treatments to the treatment draft (as described in Adding a Treatment).

3) Once all the treatments have been added, select the 'Save as Pre-Invoice' button.

Invoice Pre-Invoice Items - All Clients and Patients

It is possible to invoice all pre-invoice items in bulk. For information, see the Create Monthly Invoices page.

Invoice Pre-Invoice Items - By Patient

To invoice an individual Patient follow the steps below:

1) Navigate to the Pre-Invoice tab (Treatment > Pre-Invoice Tab).

2) Select an option:

Invoice All = Creates an invoice for all pre-invoice items for the patient.

Invoice Selected = Invoices any highlighted items for the patient.

Invoice Range = Invoices any items within a date range specified.

3) Any invoiced items are saved under the Treatment History tab and appear in the accounts screen.