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.
Credit Card Box: Yes or No
Credit Card Options: If you accept credit cards, it displays the credit cards that you allow and a space to enter the Credit Card number.
Show Labels: Yes or No
Show the labels of the fields
Visa, MasterCard, Discover, and American Express: Yes or No
Show Last Payment: Yes or No
Repeat Patient Name: Yes or No
Address Font Size
Highlight Color: Select a color if desired.
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.
Include Diagnosis Code: Yes or No
Include Procedure Code: Yes or No
Select Save [F2] before exiting the screen.
Related Articles
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 ...Balance Notifications Setup
Balance Notifications Setup All setup for Balance Notifications is done in Statement Profiles using the Notifications panel. When Statement Balance Notifications have been activated (Premium Add-On), the Notifications Panel is added to the Statement ...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 ...Statement/Invoice FAQs
Statement/Invoice FAQs Balance Forward on Statements/Invoices How do I show/exclude Balance Forward on Statements? How do I show/exclude Balance Forward on Invoices? Batch Why did a Statement not Batch? Statements/Invoices Troubleshooting Delete a ...Employer/Attorney Invoices Setup/Overview
**Notify your Implementation Manager that you will be using Invoices. System Setting for the Invoice Functions Add this System Setting to activate the Invoice functions. Admin > System Settings > General > Invoice INVOICE - ACTIVATE INVOICE BILLING ...