Description

The description is purely for to assist with selecting the correct code and for reporting purposes, as the full annotation may be much longer.
Type the description of the Invoice Item, e.g. Initial Consultation – Adult.
NOTE: The description does not print on the invoice.

Annotation

This is what will appear on the Invoice. Do not type the amount here. You may type up to 10 lines of text, so you need not feel limited by the amount of detail you include.
HINT: You can also use merge prompts, i.e. <Left//Right//Bilateral>.

Code

The code is used to access the entry. Make it something that is easily remembered. In the example above, ICA (Initial Consultation - Adult) would be a suitable code. ICC could be the code allocated to Initial Consultation - Child.
Australian clients will probably use the Medicare Item number as the code.

Category

The Invoice Category allows you to group Invoice items together for reporting purposes. For instance you might set up categories called Consultations, Operations and Materials.
Select or add an Invoice Category if applicable.

Unit Description

Types a Unit Description (e.g. Each) if the Unit Charge box was ticked, otherwise leave the field blank.

Unit Charge

Some Invoice Items may be charged out on a quantity or time basis, materials are a good example of this. If the Unit Charge field is ticked, then when you select this Invoice Code when entering an Invoice you will be prompted for the number of units. The amount will then be calculated.
If the invoice item is to be charged out on a quantity basis, tick the Unit Charge box.

Billing Types

For each Billing Type listed:

Sub Contractor

If the item you are entering is to be paid out to a sub contractor, select the sub contractor from the drop down list. Additional sub contractors may be entered via Setup – Inventory – Sub Contractors.

Equipment Code

This is used by Medicare / HIC Online and is required if the item being charged for uses equipment that must be registered with Medicare.

Medicare

If you are an Australian site, enter the Medicare Item number in this field (even though it may already be entered in the code field and item number fields). This ensures that when a new 'Rates file' is imported (containing the latest Medicare, DVA, AMA, Workcover and Healthfund rates) this entry will automatically be updated.

GST Applicable

If this entry is GST Applicable, tick the box.
For New Zealand the default is the invoice items have GST.
For Australia the default is that invoice items do not have GST.
The default GST rate will appear as appropriate for the country. Only change the rate if you are absolutely sure about the GST content. Talk to your accountant if necessary.

Invoice Category

Either select a single Category, i.e. Consultations from the drop down list, or leave as the default <All Categories>.

Code Number Range

Medicare Range

Contains Text

The text search works on the first word in the Invoice Code Description.

User/Group/System

Billing Type

Either select a single billing type from the drop down list or select to apply the update to All Billing Types (while the default, this would seledom happen in practice).

Invoice Category

Either select a single invoice category from the drop down list or select to apply the update to All Categories.

Code Number Range

If you want to apply a price increase to a set range codes, enter it here, i.e. 30000-30030.

Percent Above Current

Enter the percentage increase to apply, i.e. 10 would give a 10% increase in fees.

$Dollar Above Current

If you want update your invoice items by a dollar amount, enter it here.

Rounding Process

Select from:

No Rounding

Round Down

Round Nearest

Round Up

Rounding Amount

If you have selected something other than 'No Rounding' select the amount to round by, i.e. $1.00 etc.