Step 5: Invoicing

Before you begin

Procedure

1. Open the patient's record.
2. From the Margin Menu, select Accounts.
3. Locate and select the account you created for VMoney.
4. Click
   
   The account opens.
5. Select the Invoices tab.
6. Click
   
   A new invoice is started for you.
   
   
7. Complete the invoice as normal. See Creating Invoices for an overview of the process.
8. (Optional) For each Service Item, to record the exact time the service was performed, click within the Service Text field, and then click the
   
   that appears, as shown below. You can enter the exact time there, and an explanation if you want. Note that if you do not enter the exact time for each Service Item, the time at which the invoice is created will be used instead.
   
   
9. Click
   
   to issue the invoice.
10. (Optional)You will be prompted to select a referral.
11. The Issue Invoice window appears. Enter the date on which you issued the invoice - the default is today's date.
    
    
12. Click OK You will be prompted to print the report (invoice), after which you will be returned to the Invoices tab.
    
    

Results