🎉 You can create a Consolidated Invoice from various locations to combine multiple sales into a single invoice. 🎉
If you are looking to generate a simple Invoice instead of a consolidated one, you will find this information in this article.
📌 To be able to consolidate invoices, two criteria are required:
1. They must not have any other generated invoice for them yet
2. They must not have any payment allocated to them yet
After an invoice has been consolidated, payments can no longer be modified for that invoice or any invoices merged into it.
From the Health Card
From the patient's Health Card, review the client's information on the right and expand the 'Invoices' tab. Then, click on the Consolidated Invoice button to create a new consolidated invoice.
On the right side, you'll see all the sales that can be bundled together in a new Consolidated Invoice grouped by patients. These are all the sales that haven't been paid yet and are not part of any invoice yet.
Click the Plus Button next to the sale you want to add. The invoice preview will update in real-time. Once everything appears correct, click Generate Consolidated Invoice.
📌 If any sale was added by mistake, click the X button next to it to remove it.
📌 The default date is set to the current day, but you can choose a different date if needed.
From the Record / SOAP > Billing section
In the Billing section in a Record, you can generate an Invoice or a Consolidated Invoice (allowing you to include additional sales) or add the current sale to an existing consolidated invoice.
In the Billing section, to the right of the Generate Invoice button, you'll find a dropdown prompt. Click it to access the option to Generate Consolidated Invoice.
📌 You can only include sales or charges to consolidated invoices that are not paid yet.
In the next step, you can preview the invoice, include other sales or remove them if needed. Click on Update when everything is ready. From there, you'll be able again to directly take payment, send it via email, or download/print it.
From the Flowboard
The visits that are marked as 'Pending checkout' will display the same options to generate a simple or consolidated invoice or to add the charges to an existing one.
Share Consolidated Invoices
You'll see the new invoice with multiple actions on the top bar, so you can easily:
Add Payment (the standard payment window will open)
Copy & Send the Payment Link Button for an online payment
Send the invoice to the client via email via the Send via Email Button
Download the file via the Download Invoice Button
Print via the Print Button
📌 If full payment is received, all associated sales will be marked as 'Paid.' For partial payments, charges will be settled in order, starting with the oldest first.
Consolidated Invoices Design
The consolidated invoice has small differences compared to the standard invoice. The information is displayed differently based on the type:
Consolidated invoice for multiple pets (of the same client) 🐶🐱🐰
Each patient's name & the date of the visit are displayed above the specific items
There is a total calculated per patient
2. Consolidated invoice for multiple visits of the same pet 🐶🐶
The patient details will be displayed in the header of the invoice
The date of the visit is displayed above the specific items