Patient can have a monthly fee that is automatically generated on their account every month and have it processed on a credit card stored in their patient profile. Set this up using a recurring invoice.
| Notes | The modules must be enabled for the option to appear. Navigate to Settings > General > Modules > Advanced section > Recurring Invoice. Enable and Save. |
Step 1
Navigate to the accounting tab located down the left side of the page.
Step 2
Select "Recurring Invoices" located under the Billing section.
Step 3
Select New Recurring Invoice.
The Recurring Invoice form will open.
| Note | Practitioner - You will be prompted if there is no Practitioner as this will give different results on reports. |
| Recurring Fields | |
| Patient Name | 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 correct clinic |
| Practitioner | Select a clinic 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. |
| Save |
Step 4
To do a search for a Recurring Invoice go to Accounting >Recurring invoices and select the criteria for your search.
Step 5
Click the icon to the left of an item for more options.
| Notes | |
| Edit | Select Edit to make changes to the invoice. |
| Patient profile | Select to view the patient profile. |
| Create Invoice |
Select this to Manually create an invoice, you will be prompted to confirm you want to create a manual invoice.
|
| Make inactive |
Step 6
How to Cancel a recurring invoice.
Navigate to Accounting, Recurring Invoices.
Locate the invoice by doing a search, click the icon to the left of the item and set it to Inactive.