This article explains how to create Invoices for Ad-hoc sales and Walk-In Patients without creating a Patient Profile or an Appointment.
Before you start...
Be careful with this option because it is harder to keep track of Ad-hoc Invoices as they can't be found in the Patients section.
See Keeping Track of Ad-hoc Invoices for assistance in managing Invoices that are not linked to a Patient.
Important!
We recommend generating Invoices from Appointments or Patient Accounts when possible to ensure smooth invoice management.
1. Go to the Calendar page.
2. Click Create Invoice on the bottom left of the Calendar page.
3. A window with 3 options will be displayed:
a. Creating an Ad-hoc/Walk-in Invoice with no connection to a Patient.
b. Creating a Patient to invoice.
c. Creating an invoice for an Existing Patient by searching for them using their Last Name or First Name.
Creating an Ad-hoc/Walk-in Invoice With no Connection to a Patient
1. Click Ad-hoc/Walk-in Patient.
2. In the New Invoice screen, select Add Item, then Search for the Item to invoice and select it from the dropdown menu to add it to the invoice.
3. Enter the Patient's Name at the top of the invoice.
Important!
At this stage, the system will not try to find an existing Patient with the same name and it won't create a record for this Patient so make sure you only want to create this as a single Invoice for this Patient to avoid any confusion.
4. Add a Provider (and Provider Number) by clicking on the appropriate boxes at the top of the invoice if relevant.
5. Once these steps have been completed, change the Quantity and Price, add more Items, record a Payment, add Comments, or Save/Email/Print the Invoice as relevant.
Discover more...
For more assistance doing so, see Generating an Invoice From an Appointment on the Calendar from step 5 onwards.
Creating a Patient to Invoice
1. Click Create New Patient Record.
2. Enter Patient's details in the Ad-hoc Sale window that opens. The First Name, Last Name and Contact Details are required to create the new Patient.
Important!
At this stage, the system will not try to find an existing Patient with the same name so make sure this Patient doesn't already exists in your database to avoid creating a duplicate.
3. Click Save New Patient.
4. Once these steps have been completed, a New Invoice window will open to create your Invoice. From then, the same steps as Generating an Invoice from the Accounts Screen apply from Step 3 onwards.
Creating an Invoice for an Existing Patient
Important!
An Invoice can't be linked to an Appointment if it hasn't been generated from the appointment initially so we don't recommend creating Ad-hoc Invoices for a Booking such as a Service or a Class.
See Generating an Invoice from an Appointment in the Calendar for more details to generate an Invoice from an Appointment.
1. Enter Patient First Name or Last Name.
2. Click on the Name of the Patient.
3. Once these steps have been completed, a New Invoice window will open. From then, the same steps as Generating an Invoice from the Accounts Screen apply from Step 3 onwards.