Usage:
Alternate Invoices can be printed after case is invoiced.
In terms of settings needed to print an alternate invoice you only need to set up a Invoice Printer in File > Global Settings > Global > Printers form.
1.Select the case for which you want to print the Invoice. You can do that in Customer > 4.Cases form or after Searching it in Case Finder. 2.Print the order. Click on the Print Icon on cases form and select Alternate Invoice. Print Alternate Invoice navigation 3.If the case is not invoiced a message will be displayed and needs your confirmation to print the invoice. |
The following information will display on the Invoice: Invoice 1.Invoice Number is the same as the case number. 2.Doctor's details like name and address. 3.Currency. 4.CustomerID, Invoice date, RX number and Patient Name. 5.The list with the products of this case. 6.Invoice notes if there were any 7.Prices are calculated in this section like: ➢Extended amount - represents the total sum of all products prices. Remakes or any other discount values are not subtracted from this sum. ➢Sales Discount - represents the total discount value applied to all the products that have discount. ➢Remake Discount - is the sum of the remakes applied to all products. ➢Invoice subtotal - is the value that results after subtracting remakes and discount values from the extended amount. ➢State, City Tax - is calculated as a sum of the Sub totals of each product that is Taxable if there is a Tax set in Customer > Settings > General form. To set the Taxable option to a product you have to go to Products form, select the product you need and check the Taxable option. Note: If there is no Tax set in Customer > Settings > General form, then this field will not be displayed since all Taxable products will be added to the Non Taxable Amount value. ➢Payments and Credit, Write Off ➢Balance Due: The amount of dollars that are invoiced. It is calculated as the sum of the Invoice subtotal value and the Tax value that was applied Note: All amounts to be deducted are in brackets. |
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