Accounting Documents

You can produce several types of accounting document for a patient or group account as follows:

Invoice

Shows a line for every treatment and stock sale that has not yet appeared on an invoice. These items are identifiable by an asterisk in the “Invoiced” column on the patient’s account details screen. The invoicing process replaces the asterisk with today’s date. The invoice shows a total of invoiced items. An invoice can only be printed once, because the process marks each item as invoiced. You will use invoices for patients who do not pay after each treatment and for those who will later claim the cost from their insurer.

Invoice/Statement

Contains the history of the course of treatment. It shows every transaction (debit & credit), it will also show any items that have not been invoiced (and will change the asterisk to the invoice date on the patient account details screen). It produces a separate total of debits and credits and finally shows a balance due amount. You will use an invoice/statement when a patient’s account shows old items which have not been paid for. The account history acts as a reminder of old items unpaid.

Statement

Contains the history of the course of treatment. It shows every transaction (debit & credit), it will also show any items that have not been invoiced (but it will NOT change the asterisk to an invoiced date on the patient account details screen). It produces a separate total of debits and credits and finally shows a Balance Due amount. Use statements to show the patient’s complete history of account without invoicing any items.

Reminder Statement

Identical to the statement document, except that it contains the heading ‘Reminder Statement’. Use reminders to remind late-paying patients.

Replacement Invoice

Any item that has already been invoiced can appear on a replacement invoice – you choose the ones you want. The replacement invoice is identical to an invoice, but contains the text ‘Copy Invoice’. Use replacement invoices to produce full or partial copy invoices.