You can quickly move any fee from one invoice to any other invoice with the same payer - including invoice fees from different practitioners and locations. This allows you to group and transfer fees (and appointments, if applicable) into a single invoice.
Note
To merge invoices, the payer must match. If you have no other invoices billed to the same payer, the option to merge is unavailable.
Caution
If you transfer all fees from an invoice to another, this action cannot be undone because the source invoice is then permanently deleted. You can unmerge the invoice by moving the fees to a new invoice instead.
-
Open the invoice with the most recent date. This serves as the destination invoice. (Note: You can only merge fees with dates prior to the destination invoice.)
-
Under the Fees and Charges section, click the
Merge icon. (You can also find a Merge Invoices button in the Invoice Settings.)
-
In the Merge Invoice Fees pop-up, select all the fees you wish to combine onto the current invoice. If you wish to combine fees from invoices that have already been paid, select All invoices. (Tip: Tick the top checkbox to select all the listed fees at once.)
-
Click Save. The selected fees are now added into the destination invoice.
If you have merged fees into a single invoice, you cannot unmerge and put fees back into the old invoice. You can move your selected fees (and any payments attached) to a new invoice instead.
-
Open the invoice.
-
Next to the fee you want to move, click the
trash icon.
-
In the pop-up, select Move the charge to another invoice.
-
In the next pop-up, select New invoice.
-
Click Save.
The fee has been moved to a new invoice. If there are still other fees in the previous invoice you want to transfer to this new invoice, you can now use the merge option.
Fees from multiple practitioners can be merged into a single invoice. Availability of this action may differ depending on user access settings.
|
Action |
Personal Access |
Own records and others' contact * |
Clinical Access * |
Full Access |
All Administrators |
|---|---|---|---|---|---|
|
Can merge fees from multiple practitioners |
|
|
|
|
|
|
Can view invoices with fees from multiple practitioners |
|
|
|
|
|
* May be impacted by customised access settings such as Personal Finance and Clinic Restriction - only if the user is the main practitioner billed on the invoice
Note
If an invoice has fees with multiple practitioners, you can change the invoice issuer to the practice location, so the patient or organisation is billed by the business instead of a single practitioner.
Updated
<%= heading %>