Generating Invoices Following Accounting Update 18.1.4

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Following an Accounting Update on our software, it was noticed that when invoices are being generated the patients' "Next Appointment" is visible down the bottom of the invoice page. 

Upon further investigation in the system information > Options section - "if next appointment from appointment book" is un-ticked it not only eliminates it from the bottom section of the invoice but from an individual patient file in the bottom right corner of the patient file saying "No next appointment"; when in fact the appointment is still present and visible in the "appointment" tab of the patient file.

This means every time an invoice is generated that box is to be un-ticked as it clashes with our invoice message about terms of payment.

In addition, the "amount due this period"  that appeared on the old invoices (prior to the update) does not appear on this new update.

It would be great if those two functions could be incorporated back into this new update.

Thank you,

Yana A.
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Selim Vanlioglu

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Posted 2 years ago

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Steven, Business Care

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Hi Yana. To remove the next appointment from printing on invoices, but still have it show on the General tab of the patient file, you will need to enable the Don’t Print Next Appointment option under Print Options in the Billing Details tab of a patient’s file. Note that this is a per account setting. The setting you refer to above was designed a long time ago for practices that did not use the Front Desk Appointment Book and wanted to fill in the patient’s next appointment manually.

To show total outstanding amounts on invoices, enable the Print Outstanding (A4 Only) option under Printing Options in System Information.