Invoicing & Payments

Articles relating to Invoicing and Payments in Meddbase.

Pre authorization payments on OPAYO (SAGE Pay)

What is the purpose of this article? This article should teach the reader how to take pre-authorised payments agains...

Article author
By Orla OHiggins
  • Updated

Raising an Invoice from Appointment

Meddbase can allow for an invoice to be created in multiple places. These can be raised directly from a Patient recor...

Article author
By Danielle Bailey
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Billing a patient for products and services

Should you ever need to bill a patient for a product or service outside of an appointment, you may do this through th...

Article author
By Ryan
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Billing a company for products and services

Should you ever need to bill a company for a product or service directly, you may do this through the company home pa...

Article author
By Ryan
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Moving billing items to another invoice

Once an invoice has been created, it is possible to move the individual billing items from one invoice to another inv...

Article author
By Ryan
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Removing services from an unsent invoice

Once an invoice has been created within Meddbase it cannot be removed as all actions within Meddbase are retained for...

Article author
By Ryan
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Sending an Invoice

Once an invoice has been created a huge number of variations can still be made (Cost of services, name of services et...

Article author
By Kacper Gladys
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Marking invoices as sent in bulk

From the Accounts tile, go to Actions > Mark Invoices as Sent: ​   You can use the filters on the left to search for...

Article author
By James
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Adding a Payment to an invoice

Once an invoice has been marked as sent, you may proceed to add a payment to the invoice. Go to the invoice you wish ...

Article author
By Kacper Gladys
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Emailing an invoice

In order to email an invoice, navigate to the invoice you wish to email. The invoice has to be marked as ‘Sent’ prior...

Article author
By Ryan
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Paying an invoice

This section explains how to make a payment to a single invoice. To use one payment to pay multiple invoices, see Usi...

Article author
By Ryan
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Correcting invoices

This section explains how to correct invoices that have been incorrectly generated, paid or credited. Correcting uns...

Article author
By Ryan
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Printing an Invoice

In order to print an invoice, navigate to the invoice you wish to print. The invoice has to be marked as ‘Sent’ prior...

Article author
By Kacper Gladys
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Invoice Grouping by Patient Account

It is possible to group unsent invoices for an account into one invoice by enabling 'Invoice Grouping by Account'. Th...

Article author
By Ryan
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Viewing Invoices

There are various ways to view invoices: From the action menu of the company or patient home page, go to accounts. Al...

Article author
By Ryan
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Viewing invoices raised on behalf of a patient

To view invoices raised on behalf of the patient to the patients insurer or employer, go to the patient home page and...

Article author
By Ryan
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Making advance payments

Making an advance payment within Meddbase can be achieved in one of two places. Firstly, if an appointment has alread...

Article author
By Ryan
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Refunding advance payments

Should you need to refund a patient’s advance payment, begin by first opening the payment. You can access payments fr...

Article author
By Ryan
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Using one payment to pay off multiple invoices

This section explains how to use one payment to pay off multiple invoices. All payments can be viewed under the 'Paym...

Article author
By Ryan
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Shortfall Payments

Sometimes an invoice may not necessarily be paid by just one party. For example, the Patient may be liable for the fi...

Article author
By Danielle Bailey
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Viewing payments

To view the payments list, select 'Payment' in the right menu on the Accounts section. You can access this section by...

Article author
By Ryan
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Understanding the Accounts page - An overview

Context and purpose There are a range of financial information you can view and things you can do on the Accounts pa...

Article author
By Dan Jordan
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Membership Schemes - An explanation of Invoice schedules and calculations

What's the context and purpose? Meddbase allows you to set up Membership Schemes on a weekly, monthly, or yearly bil...

Article author
By Orla OHiggins
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Working with Debt Management in Accounts

What's the context? The Debt Management feature in Accounts allows you to view and manage invoices with an outstandi...

Article author
By Dan Jordan
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Working with Outstanding Debt

What's the context? The Outstanding Debt feature in Delegated Work allows you to view and manage invoices with an ou...

Article author
By Dan Jordan
  • Updated