Remember the insurance company should be registered in Business Partners.

Open the window Direct billing and follow these steps:

4. Enter Services / Products

5. Click on extension to change between Self Pay and Insurance Company for each product.

6. Click Process (gear) to generate sales receipt.

7. You will see a confirmation message, click OK.

8. Now click context menu and select Apply Payments to collect your charges.

9. You will be taken to Cashier Collections window, here you can validate amounts. Click Process to complete and to generate the invoice.

10. Now click context menu and Print invoice to download your invoice PDF file.

Direct billing for insurance companies.

After finishing the steps listed above

You'll have done a direct invoice for insurance companies.

You must have an appointment already scheduled.

You must have registered the medical orders (medication, service).

You can capture the payments with any of the following collection methods: Check, Direct Deposit, Credit Card, Account, Direct Debit and Other.

Open the window Direct billing and follow the next steps:

3. Select your medications and services.

4. Click Send charges receivables

5. Verify information and swap extension if necessary

6. Click Process to create sales receipt.

You can also apply deductible and discounts by percentage or amounts, if necessary.

7. Click Apply Payments

8. Now, set payment method information and Currency.

9. Enter Payment Amount and Confirm

10. Save

11. Process to generate invoice

12. Click context menu and select Print invoice

The invoice generated will look as the example below:

After finishing the steps listed above

You'll have generated the invoice for an outpatient consultation.