Invoicing Directly From A Quote

This would really only be used if there were no complications in surgery and the invoice will be exactly as quoted.

Click on the Invoice button and an invoice will be created with all items and fees as in the quote.

You could then assign the Account Holder (e.g. Health Fund) and Apply Deposits as per usual.

If billing to a Health Fund, there needs to be a corresponding Account Holder. If you attempt to bill a Health Fund without a corresponding Account Holder record, you will be asked if you would like to add one. Alternatively, an Account Holder record can be created or attached to a Health Fund via Open > Billing Items and clicking on the Health Funds button. Double click on the Health Fund of interest and click on the magnifying glass beside 'Account Holder'. This will then allow you to search for the corresponding Account Holder or create a new one for that Health Fund.

If the Quote is vastly different to what needs to be invoiced just invoice through the Billing menu (Billing > Invoice)