Creating Invoices for Orders

You can create invoices for one or more patient orders by applying customer credits or other payment types to the orders.

To create invoices for orders

  1. Open a patient profile. See Opening Patient Profiles.
  2. Click the Orders tab.
  3. Click Generate Invoice.

    The Invoice window opens and displays all orders that have been priced and need to be invoiced.

    If you want to apply a payment to a previously invoiced order that has an outstanding balance, click Make Payment and follow the process below.
  4. Select the check box next to each order to include on the invoice.
  5. If the customer is paying less than the full amount, update the amount in the field in the Pay column for the order.
    The value entered in the Default Deposit Percentage field in the Company Information window in AcuityLogic Admin determines the minimum amount that can be processed for a partial payment. If necessary, a manager can override the minimum payment amount by entering their credentials when prompted.
  6. If the customer has customer credit, click Apply Customer Credit.

    The customer credit is applied to the balance.

  7. Click Add Payment.
  8. Enter the patient’s payment amount in the Amount field.
  9. Select the payment type from the Payment Type drop-down list and perform one of the following steps, depending on the payment type:
    • Cash: Click OK. In the Cash Calculator window that opens, enter the amount paid in the Tender Amount field and click Calculate to show the amount owed to the patient in the Cash Back field. Click Close to close the window.
    • Credit or Debit Card: Enter the card information in the available fields and click OK.
      • Do not enter dashes, backslashes, or other punctuation marks in the fields.
      • The required credit card information depends on your office’s setup for credit card processing. You may be required to enter only the card's last four digits and expiration date.
      • If your office uses TMS or Worldpay for credit card processing, see the following topics for more information:
    • Gift Certificate: Enter the gift certificate number in the Gift Certificate # field and click OK.
    • All other payment types: Click OK.
  10. Record all payments from the patient, as the patient may use different payment types for a single invoice.
  11. After recording all payments, click Save.
    If you are using Worldpay integration, click Complete Payment.

    A dialog box displays asking if the order is ready for processing.

  12. Click Yes to indicate that the order is ready, or click No to indicate that the order is not ready. If you click No, the order status changes to lab on hold.

    The invoice opens in a new browser window.

  13. Click the Print icon in the browser window to print the invoice.

Related Topics