1. What you need to know
1. You must have a cash register open to generate sales receipts and invoices.
2. You can generate sales receipts and invoices to different type of customers: general public, insurance companies and institutions.
3. You can capture the amount of the sale and record it in accounts receivable if the sale is not paid.
4. To generate the invoice to an insurance company you must have it already registered in Business Partners.
5. You can edit the description and the price of the product when invoicing only if the checkbox Price is selected in the window Charge Master II; the amount will be always editable.
*When there is a configured agreement with the client "General Public", if there's modification of the price, the agreement will be applied to the modified price.
6. You can search the tax rates by clicking on the amount of the tax that is listed in the details section.
Puedes consultar las tasas de impuestos dando clic sobre la cantidad del impuesto que se encuentra en la línea del detalle.
*When you use multiple tax rates, there is no way to use the concepts of Co-insurance, Medical co-insurance, Copay and deductible, that is the reason why the calculations of these taxes are not allow in the concepts mentioned.
The taxable bases in the invoice report, will be shown unless all products of the invoice/sale receipt have only one tax rate applied.
If there is a product in the invoice/sale receipt that has more than one tax rate applied, it will show only subtotal, taxes and total.
In the credit notes/global invoice from invoices/sale receipts where each product of the document has one tax rate, it will show the section of Taxable Base of the report, otherwise it will show only subtotal, taxes and total.
7. You can print out a sale ticket when capturing the payment if:
In the window Special Configuration the checkbox Print Ticket is selected.
You have a ticket printer connected to your computer, and
You have Java 8 installed.
8. You can add or remove consultation charges or service requests in an invoice in only one event.
9. You can choose a business partner with a price list that you want to use to collect the payment, respecting the tax information of the patient when making the invoice.
10. You can visualize the number of the invoice in the name of the downloaded file (eg. F-SNG-64642_10001437_10002458_F).
11. You can retry stamping an invoice and use the same invoice number without skipping the number that wasn't approved in the first attempt. (You only have 24 hours to retry stamping the invoice and get the same invoice number, otherwise the invoice will be stamped with the consecutive number.
12. You can visualize in the invoice the amount before discounts in the field Total sale.
13. The invoice collection methods are the following:
Check (mandatory fields: currency, amount applied, check number)
Direct Deposit (mandatory fields: currency, amount applied, card type, card number, and card expiration date)
Credit Card (currency, amount applied, card type, card number, and card expiration date)
Account (mandatory fields: currency and amount applied)
Direct Debit (mandatory fields: currency, amount applied, card type, card number, and card expiration date)
Other (mandatory fields: currency, amount applied)
2. The benefits
- Register the sales payments to different types of customers.
3. Start direct billing
Open the "Direct billing" option and follow the steps below:
Direct Billing
Follow the next steps to create a direct billing transaction.
In the "Direct Billing" window, click on the icon to create a new record and in the "Client" field select the option "General Public Patient" (data from a generic client).
Select the service or product which will be charged to the customer (i.e. Educational Programs, Kitchen Services).
Once all the services or products have been added, click on the gear button to generate the referral note.
The system sends a message with the sales receipt number. Click the Ok button to continue.
Go to the context menu and select "Apply Payment".
The system will send you to the Cashier Collections window; Fill in the payment method fields and the amount applied. Then click Add and finish by clicking Save.
General Public sale
If the customer requires an invoice
in the step #1 fill out the invoice form before creating the sale receipt, and after finishing the step #6 click on the gear button.
After finishing the steps listed above
You'll have done a general public sale.
