You have the option to automatically print the invoice after a case is invoiced in File > Global Settings > Global > Case Options > Case Invoicing

When Automatically print Invoice when invoicing a case option is checked then an invoice is always printed right after the case is invoiced. If you want to print the Invoice manually you simply uncheck this option in settings menu and you can print the invoice any time later.

Case Options - Case Invoicing

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. You have several ways to do that:

•Right click on the case record in grid and select Print Invoice

Print Invoice navigation

•Open the case for edit and click on Actions > Print Invoice

Print Invoice navigation

•Or click on the Print Icon on cases form and select Invoice.

Print 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.