a client is needing a vendor number added to their statements, how do i go about doing this?

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Alan Clarence

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Posted 2 years ago

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Joyaa Antares

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Hi Alan,
Please can you elaborate?
What is "a vendor number"?
What is the discipline (podiatry, physiotherapy etc.)? What is the product?
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Timothy, Business Care Manager

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Hi Alan, thank you for your post.

Additional details can be added to Statements and Invoices via the Billing Details tab of a patient file.

1) Open the patient file (where the statement/invoice is being generated from) and select the Billing Details tab. 

2) Under Print on Accounts, check the Claim / Injury Details option.

The ‘Other details’ area will now become available. While there is no specific ‘vendor number’ field, these options are often repurposed for other uses specific to the users need.

3) Enter the ‘vendor number’ in the most suitable field. This can be prefixed with something like “VN#” if preferred.



Alternatively, if the ‘vendor number’ is specific to a third-party biller, it is common for the third address line to be repurposed with additional information.



Statements and invoices generated from this file will then have the additional details printed at the top of each page.



We hope this helps. 
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Joyaa Antares

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Hi Timothy,
With the first option, for example putting the vendor no. as a claim no. - how will this appear on the invoices (will they say "claim no.")?
Cheers, Joyaa.
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Alan Clarence

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Thanks for your help.