Two Invoices for Same Patient/Appointment

Date of Tech Note: 3/22/00
Author of Tech Note: Norine Bevan
Enhancement: N/A
Bug Fix: N/A

Description

You can create 2 invoices on the same day, same appointment, same person. Do your first invoice the normal way by clicking on Dollars sign button and filling in billing information.Use the check mark to save the billing info and now you are back in appt schedule.

Detail

You can create the second invoice by holding down the “ALT” (“OPTION” on Mac) Key and clicking the Dollar sign button.

You can now create another invoice to the same person with different billing information. Click the check mark to save this billing record.

When you go back to that appointment at a later date and click on the dollar sign to see the invoice that was created you will be presented with a list of invoices to choose from. Normally you would go into the single invoice screen if there is only one.