Invoicing an Organisation

If you want to send an ordinary invoice to DVA, or another organisation e.g. an Insurance Company, click on the Other Button.

You will be asked to search for the Account Holder to whom you want to send this invoice.

Enter the first few letters of the Account Holders name and click OK.

If you click the Health fund button it skips the above step and makes the account out to the health fund as selected in the patients demographic screen provided there is an account holder record for it.

If a matching record is not found for either of the scenarios above, you will be asked if you want to add a new Account Holder record.

Once the correct Account Holder is selected, proceed to Adding Items to an Invoice.

If you are wanting to invoice an organisation in relation to something that does not involve a particular patient then this can be done through Open > Account Holders. Search for the organisation you wish to bill, highlight the organisation and select Billing > Invoice. You will be presented with a simplistic version of an invoice that you can then add items to.