Invoices

Sending an invoice

When an invoice is created, if the patient is a private patient (PUK), the invoice will be immediately sent by email with a payment link. This invoice is added to the list of pending invoices.

Adding items to be invoiced

To create an invoice item, it is important that the patient is linked (i.e. has an account). They then must be linked to a treatment. Once they are both linked and have been assigned a treatment, then you can continue.

1. Go to the “Patients” page.
2. Click the patient’s name.
3. Go to the “Billing and Payments” tab.
4. Click Add Item.
5. Enter the details.
6. Click Update.

This item will now appear in the “Items to be invoiced” tab for that patient. You can add as many items as you want here. When you are ready, you can create the patient invoice.

Creating a patient invoice

1. Go to the “Patients” page.
2. Click the patient’s name.
3. Go to the “Billing and Payments” tab.
4. Click Create Patient Invoice Now.
5. Click Create Invoice.

This will now be added to the pending invoices.

Refunding an invoice

1. Go to the “Self Funded Patient Invoices” page.
2. Click Refund next to the invoice.

If an invoice has been paid manually (i.e. a bank transfer), then a manual refund will be required by the Psychiatry-UK accountant. You should note the amount and invoice reference number and this will be sufficient for the accountant to make the refund.

Checking the status of an invoice

1. Go to the “Self Funded Patient Invoices” page.

The status of the appropriate invoice will be shown in the “Status” column.

Resending an invoice

1. Go to the “Self Funded Patient Invoices” page.
2. Click Send invoice to patient next to the invoice.

Video tutorial