Invoice: On-Demand
Invoice: On-Demand
Send an On-Demand Invoice outside of your usual cycle
- From the Statements Management Dashboard, select the Create On-Demand Batch button.
- Batch: Choose Invoices.
- Employer or Employer Group: Use the Lookup
to select the Employer.
- DOS From and DOS To: Enter if applicable.
- Post Date From and Post Date To: Enter if applicable.
- Note: An Internal Note can be entered. This Note does not appear on the Invoice.
- Select Create Batch [F2].
Resend Previous Invoices
A previous Invoice Batch can be rebatched using the Create On-Demand Batch button on the Statement/Invoice Management Dashboard.
- The new batch uses the original Invoice number with a dash and a number suffix ( -2, -3 etc.).
- The number after the dash represents the number of times the Invoice has been batched.
- The new Invoice batch will be displayed in the Invoice History panel on the Employer Dashboard.
- Filters to sort your Invoices:
- By the current Status.
- The Status options are Open (default), Paid, or All.
- By the Invoice ID.
- You can search by any part of the Invoice ID.
- This field searches by contains not equals.
- The Batch Reprint contains any Payments made since the first Invoice was sent.
- The same Encounters will be on the Invoice, but Total Amount may be different because of posted Payments.
Learn More
Attorney and Employer Direct Invoices Overview
Setup the Attorney/Employer Library for Direct Billing (Invoicing)
Add Employer/Attorney to Patient Dashboard for Direct Invoicing
Invoice Payment Posting
Related Articles
Access Statement/Invoice Batches
Access Statement/Invoice Batches Use the Navigation Search field Enter stb in the Navigation Search field and enter The Statement Batch History screen displays If you know the Statement Batch number, enter stb space and the statement batch number ...On-Demand Billing Notifications
On-Demand Billing Notifications are a Premium Add-On Feature. Contact Support or your Account Manager for more information. On-Demand Billing Notifications can be sent to a Patient or Guarantor. Use Case: A Patient calls the office and wants to pay ...Statement/Invoice Profiles Setup
Statement/Invoice Profiles must be set up before Statements or Invoices can be batched. If the Statement Profile is selected as the Default, it will be attached to new Patients automatically. Other Statement/Invoice Profiles can be created to be used ...Create Receipt and Post Invoice Payments
If you intend to use Invoices or Post Invoice Payments, you must add the System Setting: Admin > System Settings > General > Invoice - Activate Invoice Billing > Yes. Even if you do not send invoices, the System Setting must be set to Yes to post an ...Invoice History/View Invoices
Invoice History A list of all Invoices is viewable in in the Invoice History panel on the Employer/Attorney Dashboard. Access the Employer/Attorney Dashboard from the Invoice Batch Select Statements on the Left Side Menu. Select the History link. ...