Download and Print Invoice
Printing an Invoice allows the user to make a hard copy of the digital Invoice. An Invoice is a physical record of a transaction that shows a summary of what the Patient needs to pay the Practice. The invoice will indicate the amount that needs to be paid for the consultation, this amount is payable either by the Patient or the Medical Aid should the Patient belong to a Medical Aid.
- The contents of this user manual will consist of the following information:
- Print Invoice from the Diary screen
- Print Invoice from the Account Details screen
- Print Invoice from the Debtors screen
- Log in to the GoodX WebApp using your GoodX username and password.
- The Diary screen will open.
- Click on the relevant booking.
- The Diary Sidebar will open.
Print Invoice from the Diary screen
The user will be able to download the corresponding Invoice from the same day's appointment.
- Click on the Download Invoice button.
- The Invoice will Download as a PDF (Portable Document Format) and will be able to print in PDF format.
- Click on the Downloaded PDF file.
- The downloaded PDF will open.
- Click on the Print button.
- The Print screen will open.
- Ensure that the following print settings are correct:
- Destination: The location to where the document needs to be sent for printing, therefore the correct printer needs to be selected.
- Pages: The page number the user wants to print.
- Copies: How many duplicates the user would like to print?
- Click on the Cancel button to exit the Print screen without printing.
- Click on the Print button to print a physical copy of the Invoice.
- For more information on how to access the Account Details screen to print an Invoice from the Debtor Sidebar please refer to the user manual: Debtor Sidebar Functionality
Print Invoice from the Account Details screen
The Account Details screen allows you to print an invoice instead of going via a particular booking, it is more practical to view and print the invoice from the Account Details.
- The Diary screen will open.
- Click on the relevant booking.
- The Diary Sidebar will open.
- Click on the Account Details button.
- The Account Details screen will open.
- Click on the Invoice the user wishes to print.
- The Invoice information panel will open.
- Click on the Download Invoice button.
- The Invoice will Download as a PDF (Portable Document Format) and will be able to print in PDF format.
Print Invoice from the Debtors screen
A user can print an invoice from the Debtor's sidebar without the Debtor or Patient having to make a booking first.
For more information regarding the Account Details screen please refer to the User Manual: Debtors Segment
- The Debtor screen will open.
- Click on the Relevant Debtor the user would like to use.
- The Debtor Sidebar will open.
- Click on the Account Details button.
- The Account Details screen will open.
