Important!
All invoices should be generated from an Appointment on the Diary. It is even more important when invoicing a Third Party so that all information (Referring GP, Reference/Claim number etc) and the session count are accurate.
Before you start...
To be able to address an invoice to a Third Party Payer, the Payer needs to be setup in the Case first. See Setting Up Third Party Payers for more guidance.
1. In the Diary, click on the Appointment.
2. Check that the Payer is correct.
3. Click Generate Invoice.
4. Check that the information in the invoice is accurate (e.g. Provider number as it might be a different one for this specific Payer).
5. Add Payment amount if a payment (from the client or payer) is made at the time of generating the invoice.
6. Select the appropriate Addressee. Toggle to choose between Third Party or the Client.
7. If claiming via the ACC or Medicare & DVA Integration, select the appropriate option.
8. To Email a PDF copy of the Invoice to a Third Party saved on the Client's Case tick the checkbox under Third Party.
To Email a PDF copy of the Invoice to a recipient not saved on the Case, tick the checkbox under Other and enter the email address into the field.
9. Finally, click Save & Print or Save Invoice.
Good to know...
If you have selected an Online Claiming Option in Step 7 you will be redirected to the Claiming screen when the invoice is saved.
If you've selected an Email Option in Step 8 the recipient will be sent the invoice when the invoice is saved.