Patient Invoices

Invoices Screen helps you to make Invoices for Animals. You can make invoice in Two different modes.

  • From Invoice Menu
  • From Daily Appointments

Adding New Invoice from Invoice Menu

  1. Select the Date from the drop down list.
  2. Type the Patient Name or Mobile or File# in Patient field and Patients list will be appear then select the require one.
  3. Select the Doctor from the drop down list. And its Specialty will appear automatically.
  4. Select Insurance if Animal has Insurance and his Insurance Number will appear automatically.
  5. Select Company and Payment Type.
  6. Animal Insurance and Insurance No. will be displayed if this Animal has insurance.
  7. If this Animal has both of Insurance and Company you can select one only.
  8. In the Charges table will be displayed the Charges (with Insurance price , Company Price ) available for the particular insurance or Company, after Select the desired Charge from drop down list.
  9. Select the Name for this Type Charge.
  10. You can select Insurance and Company as None to view all the Charges.
  11. You can change the Quantity & Price.
  12. Click add Button.

  13. Also you can remove any Charge which you adding by Select the Charge from the Charges List given below then Press Remove Button to remove this Charge.
  14. If you need return any Quantity which you adding by Select the Charge from the Charges List given below,Write the Quantity which you need return then Press Edit Button to return this Charge and you will find that this return Quantity will appear in the Charges List given below,will be red by minus to Know any Quantity been returned..
  15. The software will calculated the total amount of fee after apply Tax 1 and Tax 2.
  16. You can set the discount to the Animal by adding the percentage in Discount % filed the calculation will be take care automatically.
  17. Enter Paid amount in the Paid field and Balance amount will calculate automatically.
  18. Select the Payment Mode, you can add new Payment Mode by clicking Add Icon to open popup window ,type the new Payment Mode and click Save Button, delete exiting Payment Mode By select it and click Delete Icon.
  19. Click Save Button.

* If Animal Type is Public ,tick the check-box Public. And you don't need select Animal Name, Doctor and Insurance Or Company . You need Only select the Charges and Payment Type.

Notes:

  • You add Tax 1 , Tax 2 in Clinic Data Screen in Masters menu and Apply automatically in Invoices Screen.
  • The first Discount apply on the amount, Then Tax 1 and Tax 2 apply on The Total amount ( the Tax Formula that you select in Clinic Data screen from Master Menu).

Adding New Invoice from Daily Appointments

  1. Click on the Animal Name from Appointment and Click Invoice Button from the popup screen.
  2. Animal Name and Doctor will take automatically.
  3. Animal Insurance and Insurance No. will be displayed if this Animal has insurance.
  4. If this Animal has both of Insurance and Company you can select one only.
  5. In the Charges table will be displayed the Charges (with Insurance price , Company Price ) available for the particular insurance or Company, after Select the desired Charge from drop down list.
  6. Select the Name for this Type Charge.
  7. You can select Insurance and Company as None to view all the Charges.
  8. You can change the Quantity & Price.
  9. Click add Button.
  10. Also you can remove any Charge which you adding by Select the Charge from the Charges List given below then Press Remove Button to remove this Charge.
  11. If you need return any Quantity which you adding by Select the Charge from the Charges List given below,Write the Quantity which you need return then Press Edit Button to return this Charge and you will find that this return Quantity will appear in the Charges List given below,will be red by minus to Know any Quantity been returned..
  12. The software will calculated the total amount of fee after apply Tax 1 and Tax 2.
  13. You can set the discount to the Animal by adding the percentage in Discount % filed the calculation will be take care automatically.
  14. Enter Paid amount in the Paid field and Balance amount will calculate automatically.
  15. Select the Payment Mode, you can add new Payment Mode by clicking Add Icon to open popup window ,type the new Payment Mode and click Save Button, delete exiting Payment Mode By select it and click Delete Icon.
  16. Click Save Button.

Edit Invoice

  1. Select the invoice that you would like to edit from the Invoices List given below.
  2. Do the need full changes and press Edit Button to save the changes.

Edit Invoice for paying Balance

This feature is to pay the remaining balances of Animals from previous transactions. This can be done by:.

  1. In the invoice search feature, obtain the invoice by searching for it with relevant information.
    (Example by Animal Name First Name , Charge ,Doctor,Payment Mode,Type,Made By,Insurance,Status, Date From and Date To, etc).
  2. Click on the relevant invoice.
  3. Select from the Type drop down list Balance Payment.
  4. If the balance is to be paid by the insurance company, tick the check-box saying Company Paid and enter the relevant payment in the Paid field.
  5. Also you can see the Balance of the (company or Insurance) that paid for this Animal by Click on the Blue Icon behind (Insurance or Company) Paid Field to view the popup window of Balance.
  6. If the balance is to be paid by the Animal, make sure the check-box saying Company Paid is unchecked and enter the relevant payment in the Paid field.
  7. Click Edit.
  8. If there is still further balance remaining, the entire process can be repeated until the balance is eliminated.
  9. If you want to Refund to Animal any amount, you can enter the amount by Minus in the Paid field then will become red text.

Delete Invoice

May be the invoice that you want to delete it had a Balance.

  1. Select the invoice from the invoice List given below.
  2. Press Delete Button to Delete this invoice.

Clear Button

To Refresh the Screen and add New record.

Search Invoice

You can Search the Invoice in different ways.

  1. Search with Animal Name or Mobile or File#.
  2. Also you can select if you need search by last Name or first name from Option on the popup window when you write any name on Animal field, and to more the speed of the search you can select the Number of records that will appear on the list of Animals.
  3. Search with Doctor Name.
  4. Search with Charges.
  5. Search with Made By
  6. Search with Insurances.
  7. Search with Payment Mode.
  8. Search with Type
  9. Search with Status.
  10. Search with Date From and Date To.
  11. Search with Animal Type.
  12. Can select any one or all together and click Search Button.

Print Button

To Print all the invoices in invoice list

Print Invoice Button

  1. Select the invoice that you would like to Print from the Invoices List given below.
  2. Click Print Invoice.

Print Balance Button

Print Balance Button is to view/print the total balance invoices.

Print In Animal

Print In Animal Button is to view/print the Daily Charges invoices.

Print Total In Animal

Print Total In Animal Button is to view/print the Total Daily Charges invoices.

Notes

you can view all Invoices Payment of specific Animal

  1. Select the Animal from the invoice list below.
  2. Click on the Blue Icon behind Paid Field to view the popup window of payment.
  3. In the popup window select Invoice Number from Invoice# drop down list and the all details of Payment of this invoice will appear in the payment list in the popup window.
  4. You can see the total amount, total paid, total balance and status of this invoice in fields under the payment list.
  5. Select All from Invoice# drop down list to show all details of Payment of all invoices.