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Other scenarios in direct billing
Other scenarios in direct billing

1. Generate receipt of service fees

R
Escrito por Rubén Mosqueda Herrera
Actualizado hace más de 2 años

1. Generate receipt of service fees.

1. Generate receipt of service fees.

To create an invoice of service fees you must have the following configurations:

  • Organization.

  • Tax Rates.

  • Category of taxes.

  • Charge Master II

To create an invoice of services fee open the window Direct billing and follow the next steps:

  1. Click on Create new record

  2. Enter Patient Name

3. Add new services or products

4. Click Process icon to complete

This will generate a printable sales receipt. To collect the carges:

5. Click context menu and select Apply Payments:

6. Set Payment Method and Currency

7. Enter Payment Amount and Confirm

8. Save

9. Process gear to generate invoice

10. To print your invoice, click context menu and select Print Invoice:

* Important:

1. When you use multiple tax rates, there is no way to use the following concepts:

  • Co-insurance,

  • Medical co-insurance,

  • Copay,

  • Deductible.

2. The taxable bases shown in the invoice report, will be shown unless all products of the invoice/sale receipt have only one tax rate applied.

3. 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.

4. 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.

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