Invoices Praxis Desk Kasse

Overview of the invoice modules in offisy.

Articles in this section

• Invoice Types: Invoice, Fee Note, Receipt, Cancellation and Draft — Differences between the invoice types
• Create an Invoice, Fee Note or Receipt — Set up a new invoice and add line items
• Output an Invoice: Open, Print, PDF, Email or Document Sharing — Send an invoice out to your patient
• Send an Invoice by Email — Email an invoice directly from offisy
• Invoice Overview: Filter Invoices and Take Actions — Filter, open and edit all your invoices
• Journaling: Invoice line items — Cross-patient list of all invoice line items
• Create and manage dunning notices for open invoices — Set up dunning levels and send reminders for open invoices
• Correct or Cancel an Invoice — Correct or cancel invoices with errors
• Setting Up and Applying Invoice Surcharges and Discounts — Add percentage-based surcharges and discounts as a line item
• Record Payments and Change Payment Status — Record payments for invoices and update their status
• Manage Invoice Drafts (Quotes) — Overview of open invoice drafts
• Create an Invoice Draft (Quote) — Set up a new invoice draft
• Convert an Invoice Draft into an Invoice — Bill an invoice draft and turn it into an invoice
• Request Multiple Invoices by Email — Request filtered invoices as one merged PDF by email
• Cash Book — Record cash deposits and withdrawals