Invoice Actions
Why Use This Function:
Invoice Actions give you full control over managing Invoices at the bottom of the Invoice screen, allowing you to create Credit Notes, reverse or redo transactions, and submit virtual claims to the Medical Aid for authorisation. You can post Invoices to the system immediately, wait for a response from the Medical Aid, or save Invoices to the Debtor’s Temporary Invoices with multiple saving options, including creating New Macros. Following these steps ensures Invoices are accurate, properly processed, and clearly recorded, while providing flexibility to correct transactions and streamline authorisation and posting processes.
- This user manual will start with the Invoice Actions, which are displayed at the bottom of the Invoice screen.
- For more information on how to navigate to the Invoice screen, please refer to the user manual: The Invoice Screen: Navigation and Use.
- Click on the Credit Note button to create a Credit Note.
💡Please Note: The Credit Note button will be greyed out for new Invoices. Credit Notes can only be done on Invoices which have already been posted. For more information regarding how to do a Credit Note, please refer to the user manual: Invoice Corrections: Credit Notes.
💡Please Note: Before a Credit Note can be done on a transaction which was switched to the Medical Aid, the transaction will first need to be Reversed.
- Click on the Reverse button to undo the submission to the Medical Aid after an Invoice has been posted and switched.
- Click on the Redo button to redo the transaction.
- Click on the Quote button to submit a virtual claim to the Medical Aid to see if they will approve the claim or not. This helps with the authorisation process.
- The Switch Details screen will open with the response.
- For a more in-depth explanation regarding the Quote button, please refer to the user manual: How to Use the Quote Button on the Invoice Screen.
- Click on the Post Only button to save the Invoice to the system.
- Click on the popover menu next to the Post Only button for Switching options.
- Post and Switch: Posts the Invoice to the system and switches the claim to the Medical Aid.
- Post (Await Response): Posts the Invoice to the system, switches the claim to the Medical Aid, and waits for a response from the Medical Aid to advise whether the claim has been accepted or rejected.
- Click on the Save button to save the Invoice to the Debtor's Temporary Invoices. The Invoice will not be posted to the system.
- Open the Save popover menu for more save options.
- Save and Close: Saves the content of the Invoice and closes the Invoice Details screen to return to the main Diary screen.
- Save Lines to New Macro: Allows the user to create a New Macro with all the lines that are currently on the Invoice.
- For an extensive explanation of how to create New Macros, please refer to the user manual: Macros (Billing Combinations).