Statement changes - how do we print class listing for clients to claim for Private Health Cover

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  • Updated 11 months ago
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Previous I could generate a statement which included the all classes attended for clients from their allocated payments or across a field of time.

With the new changes I am only able to print on the statement what remains on their unallocated credit.

The statement button only allows me to print any outstanding accounts.  I have tried to do this in the billing sections but it brings up a whole range of people not just the person looking for.

Any suggestions welcome.  Sharon
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In Stride Health Clinic

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Posted 1 year ago

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Andrew, Community Manager

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Official Response
Hi Sharon

In Front Desk v17.1.5 we added a feature that allows Statements to be generated for All Invoices (including those that had been paid), rather than just outstanding invoices. While this answered your specific request, Front Desk v18.1.0 includes more features 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