Invoices

An invoice is similar to a Statement, but will only show attached Procedures and Adjustments.  When an invoice is printed or e-mailed, a pdf version is saved in the Account module and can be reprinted or viewed later.  An invoice can be resent or reprinted, but the same procedures and adjustments can not be attached to a new invoice. 

To create an invoice with today's procedures and adjustments on it, in the Account module, click the Statement dropdown and select Invoice. 
Or select specific procedures and adjustments, then select Invoice.

Sent:  Automatically checked once the invoice is printed or e-mailed.  It can also be changed manually. 

Mode:  The method of delivery.

Hide payment options:  If checked, amount due, date due, amount enclosed will not show on the statement. 

Single patient only:  If checked, only the currently selected patient's procedures are included.  In unchecked, procedures for all family members are included. 

Invoice: Always checked and cannot be unchecked because this invoice cannot be converted to any other statement type.

Invoice Number:  Automatically created and not editable.

Notes:  By default shows the Invoice Note set in Billing Defaults.  Can be edited.

Bold Note:  Shows in bold red at both the top and bottom of the statement.

Print: Send the invoice to the default printer.

Email:  Open the E-mail window, with a PDF of the invoice attached.

View:  Preview the invoice.

Sample Invoice

Foreign Users
The following differences apply to foreign Countries:
- The title is "TAX INVOICE". 
- If an invoice is printed multiple times, copies will have the word "COPY" in red at the top.  To print the invoice again without the word "COPY", uncheck the Sent checkbox and the Invoice Copy checkbox, then print again.