The invoice

Treatment Roomthe patientFile

ReceptionDoctorMedical CoordinatorClinic Administrator

The invoice holds the patient’s performed treatments not invoiced yet, each with its price and discount. Digiodent makes it out to the patient or, for a minor, to the legal representative, and posts it at once: a posted invoice never goes back to draft. A mistake is corrected with a credit note: the invoice’s treatments move to the corrected invoice, while a credit note made with Reverse alone puts them back to To Invoice.

Invoice the treatments performed

1. Tap Full form.
2. Tap To Invoice.
3. Check the treatments and tap Create the Invoice.

The invoice opens Posted, with one line per treatment.

Send the invoice through e-Factura

1. Tap Send, on the invoice.
2. Tap Send (B), in the window.

With Send E-Factura to SPV (A) ticked, the invoice goes to SPV and E-Factura Status shows Sent; the patient also gets it by e-mail.

Correct the invoice with a credit note

1. Tap More, then Invoices.
2. Tap the invoice.
3. Tap Credit Note.
4. Type the reason.
5. Tap Reverse and Create Invoice.
6. Correct the new invoice, for example the price of a line.
7. Tap Confirm.

The credit note cancels the wrong invoice, and its treatments move, at the corrected price, to the new invoice, Posted.

Next

• Payments
• The VAT exemption
• e-Factura