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Add charges and settle the bill

Put consultation fees and procedures on a visit and take payment, which posts an invoice and payment through POS.

Each visit has its own bill, shown in the Bill panel on the visit page. Charges come from your item catalogue.

Add charges

1. Open the visit.
2. In Add a charge, choose an item from the list. Each entry shows its name and catalogue price.
3. Set the Quantity. Leave Price (optional) empty to use the catalogue price, or type an agreed price.
4. Add a Note if you wish and click Add charge.

Each charge appears as "quantity x item at price". Click Void to remove a charge; it stays on the list struck through but is not billed. The panel shows the Total (before tax).

If the list says No items in the catalogue, add the consultation fee and procedures as items first.

Settle the bill

You can add charges at any time before the bill is settled, but the bill itself can be settled only once the visit is completed.

1. Click Complete visit if you have not done so.
2. Click Settle bill. This button appears only if you have the POS Create permission.
3. Under Paid into, choose the account that receives the money.
4. If the patient pays cash, enter Cash given (optional) so the change can be worked out.
5. Click Confirm payment.

A Bill settled screen shows the invoice number and total (with tax, if any), and any Change to give back. From there choose Back to the queue or Back to the visit.

Good to know

• A visit needs at least one charge that is not voided before it can be settled.
• Once billed, a visit cannot be billed again and its charges can no longer be changed. A double click will not bill twice.
• If POS refuses the payment, the visit goes back to not settled and you can try again.
• Completed visits not yet paid are flagged Not billed in the queue.
• Adding or voiding charges needs the Clinic Edit permission; settling needs POS Create as well.