Sending Multiple Invoices

Submitted by EastsideVetEmerg on Thu, 22/09/2016 - 22:55

General User's Discussion

Hi,

It would be great if when sending emails to clients via OVPMS we could select invoices/payment receipts and the such in the "Attach" screen. If we have a client that has multiple invoices we wish to send then we basically have to either send each in an individual email, or download them all and send them via a 3rd party program.

Cheers,

Adrian

Re: Sending Multiple Invoices

Submitted by gretalloyd on Fri, 23/09/2016 - 03:50.

Hi,

I also often like to send a patient history and invoice at the same time. It would be great if there was a way to attach the patient history through the 'attach' button without having to save it somewhere on my computer first. I often forget to save it before starting the Print -> Mail for an invoice/receipt.

If we could select invoices in the 'Attach' button then I could try to remember to send invoices from the Patient Medical Records -> Print -> Mail instead.

Greta

Re: Sending Multiple Invoices

Submitted by tanderson on Sat, 24/09/2016 - 22:49.

If the Attach button allowed you to select finalised charges, would that be sufficient?

E.g, there could be a Customer Account tab on the Attach document screen to select finalised charges.

You would be then be able to mail patient history and or or more invoices by:

1. Navigating to Patients -> Medical Records -> Summary

2. Select Print

3. Select Mail
This will automatically add the patient history as an attachment.

4. Select Attach -> Customer Account
This will display the same records as Customers -> Account

5. Select the appropriate invoice(s) to add as an attachment

This would not allow you to:

attach multiple patient histories
attach a patient history and an estimate

without first saving them to a file. Estimates could be supported via a Customer Estimates tab.

Re: Sending Multiple Invoices

Submitted by EastsideVetEmerg on Sun, 25/09/2016 - 14:04.

Hi,

Yes, this would be a good way to do things. Ideally a customer estimates tab would be useful as well as this is how we are moving to generating consent form for example.

- Note - You would want a warning when attaching reversed charges. We often want to email invoices, refunds, credit notices, payment receipts - I preseum these would all be supported under the banner of "finalised charges".

Re: Sending Multiple Invoices

Submitted by annaplatt on Sun, 06/11/2016 - 21:12.

Hi it has become a bit of a problem for us too - as it seems that some Pet Insurance companies can process a claim on line and clients are requesting us to send few months of invoices electronically which is a laborious task. Thanks Anna

Re: Sending Multiple Invoices

Submitted by EastsideVetEmerg on Sun, 06/11/2016 - 21:28.

i.e. can we please include the ability to select multiple invoices at a time (either ctr-click or with tick boxes) in the project. I would also think it would be helpful to differentiate invoices that there be some basical information next to each when selecting (amount/date/reversed).

thanks, Adrian

Re: Sending Multiple Invoices

Submitted by tgething (not verified) on Mon, 07/11/2016 - 04:15.

Adrian/Anna - a possible alternative method would be to do as follows:

In 2.0 (or whatever comes after 1.9), we want to add the ability to generate a customer statement for an arbitary period - ie on the Customers|Accounts screen there is a statement button - you press it and get to select the from and to dates (and the statement shows transactions from the opening balance prior to the from date up to and including the to date).

If we added patient selection, and a 'show invoices only' switch then you could generate a list of invoices between the specified dates.

For the insurance claim case, this would generate one document for the customer to attach to the clain and not one per invoice.

Regards, Tim G

Re: Sending Multiple Invoices

Submitted by EastsideVetEmerg on Mon, 07/11/2016 - 09:02.

Hi Tim,

I think your proposal is an excellent addition. However, I don't think it should replace the suggestion above, but exist along side it.

There are plenty of situations I can think of where we want to send histories, selected invoices, and other documents side by side and printing a statement would not be desirable or an easy part of the workflow. I still think ability to select customer account documents and estimates in the "Attach Documents Screen" would be useful.

Cheers,

Adrian