Reprinting transactions in bulk once payment is made

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Hi,
Trying to reprint past transactions for a client today, the reprint gives us an individual page for each invoice number. Can we consolidate this all onto one page?
I'm sure there is a way to do this but i'm not familiar enough with the new system. - eg statement of paid transactions.
Thanks, Dave
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david donkin

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Posted 1 year ago

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Andrew, Community Manager

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Hi David

The Trans. Log will give you a consolidated list of transactions and payments for the patient.



This can then be set to a date range of your choice, with additional filtering options available.



Click Preview to view the results, which can then be converted to PDF, printed or emailed to the patient.
(Edited)
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david donkin

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Thanks Andrew, we will see if health funds accept this format. Cheers
(Edited)
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Andrew, Community Manager

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Thanks David.

Based on your feedback we have decided to add an option to Statements that will include invoices that have already been paid.

We will update this post once the feature is available.
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david donkin

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Thanks Andrew.
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Andrew, Community Manager

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Hi David,

The feature to create a statement for All Invoices (including those that have been paid) is available in Front Desk v17.1.5.

Please see the release announcement for more information.
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Andrew, Community Manager

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Hi David

We have added some new features in Front Desk v18.1.0 that you may find useful for this same scenario.

The following two options have been added to Reprint invoices:

Only include selected items 
This will reprint the existing invoice, including invoice numbers, but only include the items highlighted on the Transaction tab.

For example, invoice 68791 below includes a total of 5 items.

 

By highlighting just the bottom item, clicking Reprint and enabling Only include selected items, it will reprint invoice 68791 with just the selected item.

 

It will however include a note showing this invoice reprint is incomplete, and that the full invoice 68791 contains items which haven’t been included.

 



Include items from different invoices on a single document
This will reprint the selected items, across multiple invoices, on a single document. 

For example, John Smith has 6 unique invoices:
3 x Standard Consultations
3 x Class Appointments

With this feature we can highlight just the three ‘Class’ items, and reprint them onto a single document.

 

After highlighting the desired items and clicking Reprint, enable Include items from different invoices on a single document.

 

This will reprint the selected items onto a single document, removing any associated invoice numbers.


 
This invoice output is not intended to be paid upon, but instead acts as a record of services rendered. Health funds for example may request this as proof of attendance, but not wish to receive full individual invoices. 

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We hope you enjoy these new features. The release also includes other additions such as invoice consolidation, separate PDFs, email attachment limits and more. For more information on Front Desk v18.1.0 please click here to view the release announcement.

The following document is also available which covers the core accounting changes: Front Desk Accounting Update January 2018