Private Invoicing: Quick Guide

1. Navigate to the Accounts section of the Patient Record, and then click New Invoice. Please note that if you have a Specialist subscription, a drop-down menu will appear, and you will need to select New Invoice.
   
    
2. Select the Provider, Referral (if necessary), Bill to and Schedule. Ensure to select your custom schedule previously created.
   Please note for private billing, the Bill to should be Patient, Head of Family, or Other.
    
3. Enter an item code from the custom schedule into Item (wait for the drop-down menu to appear then select the item you wish to bill, using Tab to continue will void the item entry and it will need to be re-entered).
    
4. Add multiple items by clicking Add Item (if applicable).
5. Once you have finished, click Quick Pay, or More Pay for more payment method options.
   • If selecting Quick Pay, select the payment method and the payment amount, then select Pay Now.
   • If selecting More Pay, the Payment window will appear. Add the Type of payment method, enter a Drawer/Transaction Ref No (this field is required but can be bypassed by entering a period) and the Amount paid. To add multiple payment methods, click the +. Select the Tick-Box next to the invoice being paid against (the current one), enter the total amount paid in Pay Now then click Payment to process.
     
     
6. The new invoice will appear in Print Preview and is now available in the patient’s Invoices tab.

Related Reading

• Manual Invoicing - Medicare, DVA & ECLIPSE: Quick Guide
• Invoice Management: Quick Guide
• Bulk Billing - Medicare & DVA: Quick Guide
• Patient Claims - Medicare, DVA & ECLIPSE: Quick Guide
• Organisation Billing: Quick Guide