For clients and services that require a recurring invoice you follow the steps below. Invoices will generate automatically, but automatic payments can only be achieved if you are integrated with Stripe.
What You Need
- The Recurring Invoice module must be enabled in your General System Settings (see below for instructions)
Permissions
- User Type with access to General System Settings (if enabling module)
Creating Recurring Invoices
- Click Accounting
2. Under Billing, select Recurring Invoices
- Click +New Recurring Invoice
The Accounting/Recurring Invoice window will open:
-
Enter the relevant details about the recurring invoice
| Fields | |
| Patient | Enter the Patient's name |
| Treatment Plan | Select a Treatment Plan if you want to link it |
| Insurance | Select insurance if it applies |
| Complaints | Select a Complaint if it applies |
| Clinic | Select the relevant clinic |
| Practitioner | Select a practitioner or leave it blank |
| Date | Enter the date the recurring invoice will start |
| Notes | Optional |
| Frequency | Weekly, Semi Monthly, Monthly, Yearly |
| Invoice Date | Select the Invoice Date |
| Start Day | Select the day of the month the invoice should be created. |
| Creation Type | Automatic or Manual |
| Automatic Payment | |
| Status | Active or Inactive |
| Qty. Item # Name Practitioner Amount Total | Select the item number in the # file for the recurring invoice or enter the name in the Name field, select the Practitioner, Amount and Total. |
- Click Save
Searching for a Recurring Invoice
To search for a Recurring Invoice:
- Click Accounting
- Under Billing, select Recurring Invoices
- Enter your search parameters
- Click Search
- The menu icon next to any recurring invoice record provides the following options:
- Edit - Make changes to the invoice
- Patient Profile - View the patient's profile
- Create Invoice - Manually create an invoice
- Make Inactive - Retire this recurring invoice
Cancelling a Recurring Invoice
- Go to Accounting
- Under Billing, select Recurring Invoices
- Enter your parameters to search for the invoice
- Click the menu icon
- Select Make Inactive
How to Enable the Recurring Invoice Module
A user with access to your General System Settings can enable this module by following these steps:
- Go to Settings
- Under System & Company Settings, select General
- Click Modules
- Navigate to the Advanced section
- Find Recurring Invoice and to Enabled
- Save your changes