Invoice Profile Setup
A separate Profile must be set up for Invoices, which is separate from the Statement Profiles.
Use the Statement/Invoice Profiles Setup documentation to create your Invoice Profile.
- The setup is the same except for the exceptions below.
Statement Info Panel
In the Statement Info panel, select Invoices from the Used For dropdown.
- This Profile will be specifically used for Invoices.
- Selecting Invoices adds the Invoice Options panel to the Modify Statement Profile screen.
Invoice Options Panel
- Upload Logo: Upload your Practice's logo to be printed on the Invoice.
- Select the Address Font Size.
- Select a Highlight Color.
- Remit Payment Label: Example: Please make checks payable to (Your Practice).
Details
- Total By: Select from the dropdown
- Patient: Organize the Invoice by Patients
- Procedure: Organize the Invoice by a summation of the Procedures.
- Font Size: Select the font size for the details on the Invoice.
- Select Save [F2] before exiting the screen.
Learn More
Statement Profiles
Employers/Attorneys Library
Employers/Attorneys Dashboard
Invoicing: Add Employer/Attorney as Guarantor to Patient Dashboard
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