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Finance
Manage accounts, fees, claiming, billing and banking in Bluechip.
Billing and Online Claiming
Invoicing
Associated Items - Billing For
Bluechip provides a facility for you to invoice a Service Item where the fee applied is a percentage of other Service Item fees (either invoiced and/or non-invoiced) i.e. the Service Item (and its fee) is based on one or more associated Service Items.
Invoicing an Associated Item

Finance
Manage accounts, fees, claiming, billing and banking in Bluechip.
- Account Management
  In Bluechip, the term Account refers to a record of accounting transactions.
- Fee and Service Item Management
- Billing and Online Claiming
  - Invoicing
    - Invoices Window
    - Adding a Sundry Item to an Invoice
    - Adjusting/Reversing Invoices
    - Allocating a Part-Payment
      Part payments can be made at the time of consultation (Combined Invoice/Receipt) or as payment of pre-issued invoice.
    - Amending Invoices
    - Associated Items - Billing For
      Bluechip provides a facility for you to invoice a Service Item where the fee applied is a percentage of other Service Item fees (either invoiced and/or non-invoiced) i.e. the Service Item (and its fee) is based on one or more associated Service Items.
      - Associate an Item
        Before you can invoice for an Associated Item, you must first ensure that the Service Item in question has been set as an Associated Item.
      - Invoicing an Associated Item
    - Creating Invoices - General Process
    - Discounts
    - Invoicing with GST
    - Multiple Procedure Scaling
      Multiple Procedure Scaling allows you to implement a scaling calculation for multiple procedures on a single invoice, at the time the invoice is issued.
    - Rounding in Bluechip
    - Reporting on GST
      There are a number of options for reporting on GST.
    - Service Text (Managing)
      When creating an invoice you can record service text (a brief explanation or note) against each Service Item you bill for.
  - Online Claiming
  - Receipts
  - Banking and EFTPOS
  - Refunds
  - VMoney
    Manage VMoney payments from NSW Health.

Invoicing an Associated Item

Before you begin

Procedure

Create the invoice as normal. When adding service items, add the Associated Item last. Upon adding the Associated Item to your invoice, the Associated Item window appears.
Within the Item > Options section, indicate whether you want to charge either:
- A Percentage of Fees, or
- A Fixed Fee If you elect to charge a Fixed Fee, select the Fixed Fee option, enter the value of the fixed fee, and then click OK to confirm and return to the invoice window. However, if you elect to charge a Percentage of Fees, select the Percentage of Fees option, after which you must also indicate either (or both) of the following;
  - Via the Invoiced Items section, select the invoiced items you want to base your percentage calculation on.
  - Via the Non Invoiced Items section, insert any Service Items you want to base your percentage calculation on.
Within the Percentage Rate text box, enter the percentage you want to charge. This field accepts numerical values, and it is not necessary to include the % symbol.
Click OK to confirm your selections.

Results

You are returned to the New Invoice window, where your Associated Service Item now appears.