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Patent Invoices

Submitted by Guest on Tue, 07/07/2020 - 18:53
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Is there a report that will print all invoices for a particular patient?

We seem to be getting more and more requests for reprints of every invoice for certain dogs, which is very time consuming for our reception staff.

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Re: Patent Invoices

Submitted by tanderson on Wed, 08/07/2020 - 12:48.

Not at present. Would a patient filter in Customers - Charges and Customers - Account be sufficient?

This would enable you to list all invoices or credits that have charges for a patient, and then manually print them off. It would remove the need to go into each invoice/credit to see if a patient had charges present.

 

 

Re: Patent Invoices

Submitted by NHVH-DN (not verified) on Thu, 23/07/2020 - 17:29.

Yes I think that would work. It would certainly avoid having to manually print each invoice separately.

 

Cheers

Di

Re: Patent Invoices

Submitted by Matt C on Mon, 03/08/2020 - 13:28.

Hey Di,

When we get these requests, we give them a Customer statement using the date filters (usually set to the whole customer history).

That way they can go through and see what transactions are for what patient. We found that invoices often contained multiple animals.

Cheers

Matt

Re: Patent Invoices

Submitted by NHVH-DN (not verified) on Mon, 17/08/2020 - 15:37.

Thanks Matt but I think we may have spoilt our clients as they expect us to do it for them.

It would be much easier if we could just print out all invoices for the period to give them.

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