Invoice for Selected Case |
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Invoice for Selected Case |
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Invoice for Selected Case |
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Invoice for Selected Case |
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Usage:
Invoice for Selected Case is the invoice info that corresponds to the selected Case.
Please Note: If View Reports on Screen option is checked then the reports will be displayed on the screen, otherwise you will need to select a printer in order to have the reports printed.
Navigation: Customer menu > Reports > Invoice for selected Case
Please Note:
➢Customer menu is not available unless the Customer form is selected.
➢Please read this topic for more info about Invoices and how to print them.
Invoice for selected Case navigation
2.Select the Invoiced Case on the fourth tab called 4.Cases
Please Note: You cannot print the report if you search the case through Case Finder because the Customer menu will not be available unless the Customer form is open.
3.Navigate to Customer menu > Reports > Invoice for selected Case
4.The report should look like this:
Invoice report
5.What is displayed on the Invoice:
➢Invoice Number is the same as the case number.
➢Doctor's details like name and address.
➢Currency.
➢CustomerID, Invoice date, RX number and Patient Name.
➢The list with the products of this case.
➢Invoice notes if there were any
➢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.
Please 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
Please Note: All amounts to be deducted are in brackets.
See also:
Other Customer Reports