Offering products at your practice is a great way to supplement your services and boost your revenue.
If you want to sell or charge a product to a patient, you must:
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Link a fee to a product, then
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Add the product (as the linked fee) to an invoice.
Tip
Managing your products allows you to easily stay on top of your inventory. You can add products, track stock balance, record transactions, restock items, view purchase history, and more!
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Click Finances > Fees and add a new fee.
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Enter your fee details.
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For Fee Type, select Item, then select the product name from the Product dropdown. (If you haven’t added the product yet, you can add it by entering the product name, then clicking Add as a new product. See this article on more details on adding new products.)
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Click Save Fee.
You can now add this fee to invoices whenever a patient purchases or is charged for this product. When the fee is added to an invoice, the quantity balance is automatically updated.
If you have already linked a fee to a product, you can sell the product by adding the linked fee to an invoice. You can do this in two ways:
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Click Finances > Invoices.
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At the top-right, click New Invoice.
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In the pop-up, enter the patient or organisation name, then click Save.
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The new invoice appears onscreen. Under the Fees & Charges section, click Add Fee.
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In the pop-up, select the fee linked to the product and enter the quantity.
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Click Save.
You have added the product to a new invoice. To complete the sale, process the invoice payment. This automatically subtracts the quantity sold from your inventory.
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