Invoices are automatically billed to the patient receiving treatment. For certain situations, you can set the invoice payer to a patient’s primary contact instead. This is useful for child patients or dependants who do not pay for their own treatment.
The default invoice payer setting can be applied for all patients in your practice, or just to specific individual patients.
Note
If the default invoice payer is set to a patient's primary contact, all invoice emails will be automatically sent to the contact.
This can be set at a Group, Location or Individual practitioner level.
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Click Settings > Payments.
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Under the Invoice Automation section, next to the level you want to set the default payer for, click the
Edit icon. (Note: If you want to add a new level setting other than the default group level – such as for a specific location or an individual practitioner – click Add New.)
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In the pop-up, under Default Invoice Payer, select Primary contact.
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Click Save.
Once saved, invoices are automatically billed to a patient’s primary contact. If the patient does not have a primary contact assigned in their profile, the invoice is still billed to the patient.
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Open the patient profile and click the Funding tab.
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Under the Invoice Automation section, click the Edit icon.
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In the pop-up, under Default Invoice Payer, you can choose to bill this patient’s invoices to the group default, the patient or the patient’s primary contact.
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Click Save.
Note
The invoice payer settings for an individual patient overrides any default settings.
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