The 3^rd Party, who will be receiving the invoice, can be listed in the Referral screen or selected at the type of creating the invoice.
If the 3^rd Party is not listed you can add them in Setup > Contacts > 3^rd Party Billing/Reports'

1. Go to Patient > Financial > New
2. Select '3^rd Party Invoice'
3. Start entering the invoice details
   1. 3^rd Party If not already selected, choose the 3^rd Party from the list.
      
   2. Date of service Press Enter to automatically insert today's date, or type in the date that the service was provided.
   3. Item Type in the partial or full code for the fee item you want to use, then press the F8 (Quick-codes) function key. This will automatically insert the correct annotation text and the fee. Items are created in Setup > Financial > Charges > Invoice Items.
      
      

Alternatively, manually type in the item, annotation & fee. The manual method is not recommended as it not possible to include free-hand items into reports that group by Item type e.g. Sales Analysis

1. 1. Annotation
      If the text associated with the Item has not already been entered, type it in. Note that the text does not wrap onto sequential lines.
   2. Net
      Type in the value of the fee (GST exclusive). The GST will be calculated (if applicable) and the total charge inserted into the 'Amount' column.
   3. Pr
      Allows you to enter pre-defined step-down rates for multiple entries e.g. 1^st procedure at 100%, 2^nd procedure at 50%, 3^rd & subsequent procedures at 25%. The step-downs are entered as A, B, or C. The step-down percentages are defined for each Billing Type e.g. A = 100%, B = 50%, C = 25%
   4. Total
      Total charge calculated, including the step-down rate.
      
      
      
   5. Continue entering additional Items to the invoice
   6. When complete, select either:

• • • Print to print the invoice
    • Send to email the invoice to the 3^rd Party
    • Receipt to receive payment of the invoice

Total owing

At the bottom of the Transaction screen, the total amount owing by the patient, or parties billed on behalf of the patient, is listed.

Display invoice details

To display the details of the invoice, highlight the transaction in Patient  Transactions, and press the Spacebar on the keyboard.

Printing the invoice

Once the invoice has been printed, if it is reprinted it will include the words 'Copy of Invoice'.
To reprint an invoice, highlight it in Patient  Financial and select the Print option from the toolbar.

Altering the contents of an invoice.

Once an invoice has been partially or fully receipted it is not possible to alter or delete the invoice, without first deleting the receipt.
Highlight the invoice you want to alter and click on the Edit button. Your will be prompted with a warning informing you that a new invoice number will be issued for the amended invoice.

An audit trail is produced of the reversal.