- ▼ Installing & Upgrading
- ▼ Accounting & Invoices
- ▼ Inventory & Stock
- ▼ Patient Management
- ▼ Email System
- ▼ Calendar & Bookings
- ▼ Online Booking & Cloud Features
- ▼ SMS & Email Reminders
- Health Funds
- Health Fund Items
- Medicare Benefits Schedule Items
- Setting up new users
- Managing the entire practice
- Keeping all computers synchronised
- Resolving conflicts
- Using rooms & locations
- Runing reports
- ▼ 3rd Party Integration/Plug-ins
- Backing my data
Creating and Managing Composite Invoices
Composite invoices are composed of other invoices. They are a useful for:
- Pulling lots of invoices together to send to a patient rather than sending lots of individual unpaid invoices
- Sending multiple invoices as a single invoice to an insurer or other company where multiple invoices are processed
- Managing a group of invoices easily
There are two types of composite invoice:
- Brand New - the original invoices are refunded and their items copied to a brand new invoice
- Composite - the original invoices are untouched and the composite invoice is used to manage them
Creating a New 'Composite' Invoice
There are several ways to initiate a composite inovice:
- Click the 'Composite' button to start with an empty invoice
- Select several invoices from the list and then click the 'Composite' button
- Select several invoices from the list and then use the right-click context menu
When you create a composite invoice you need to choose its type:
- Brand New Invoice
- Composite Invoice
Brand New Invoice
If 'Brand New' is selected then the following occurs:
- A brand new invoice is created
- The original invoices will have their items copied in to the brand new invoice
- The original invoices will be refunded
- The brand new invoice will take part in reporting as expected
When you select 'Brand New Invoice' for your composite invoice type the original invoices are refunded and a new one is created containing the items from the original invoices. This is a now a normal invoice and as such the 'Edit Invoice' window opens showing the items copied in.
The composed invoices are refunded and the brand new invoice remains.
If 'Composite' is selected then the following occurs:
- A new 'Composite' invoice is created
- The original invoices are left completely untouched
- The original invoices will take part in reporting
- The 'Composite' invoice will not take part in reporting as the original invoices will
When you select 'Composite' as the type for your composite invoice the 'Edit Composite Invoice' window will appear.
Clicking the 'Add/Remove' button will open the 'Invoice Browser Window' for you to start adding invoices to your composite invoice.
When a 'Composite' invoice is saved it is the only invoice saved (the original composed invoices are left untouched).
And when a 'Composite' invoice is re-opened it shows the composed invoices as items. The child invoices can easily be opened and edited. In this way a 'Composite' invoice is a good way to manage groups of invoices.
When a 'Composite' invoice is printed or emailed to the recipient, it appears as normal invoice would. Even though the items are in fact invoices themselves they are shown in summary form as items on the printed invoice. This makes composite invoices ideal for sending groups of invoices to a single client for processing (for example an insurance company).