Print Invoices

Print invoices and include an HCP's bank account details in the invoices if required.

About this task

Print a tax invoice with an HCP's bank account details from the patient's Transaction history - icon

Transaction History panel.

Procedure

To print an invoice:

From the Patient Search or Patient Queue, select a patient.
To view a patient's transaction history, click Transaction History in the floating navigation bar. You are redirected to the Transaction History panel.

Tip:
To minimise the number of transactions on the screen, apply filters such as a date range, visit type, reference number, paid or unpaid.
To include an HCP's bank details in their invoices, provide an HCP's bank account details in user > Settings > Users > Account List > Search > Edit > Bank account details section. For more information about each fields, see Bank account details.
To print all transactions items, set all and click Print at the top right.

Tip:
If the Print field is inactive after you have selected all transaction items, first deselect any Draft visit items, such as Medicare, DVA and undefined.
To print with the adjustment details:
1. Set Show adjustments.
2. In the transaction list, select the adjusted invoice items you want.
3. From the Print list, select Print with adjustment.

Results

A printed invoice is generated in a Print Preview window with an HCP's banking details if recorded, where you can print or download the file.
Tax Invoice with HCP's bank details