Invoicing & Payments

Articles relating to Invoicing and Payments in Meddbase.

Meddbase Invoice Generation Promoted article

What is the context? Meddbase allows invoice generation for all debtors manually or automatically. When the debtor o...

Article author
By Greg Pietras
  • Updated

Raise a bill for Products and Services

What is the context of this article? In Meddbase, it is possible to raise a bill for products and services consumed ...

Article author
By Tamsin Watson
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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
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Moving billing items to another invoice

What is the context? Meddbase allows for users to move billing items from one invoice to another, either the same deb...

Article author
By Ryan
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Marking an invoice as Sent

What is the context? Once an invoice has been created a huge number of variations can still be made in its draft stat...

Article author
By Tamsin Watson
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Marking invoices as sent in bulk

What is the context? Invoices in Meddbase exist in one of two states: Unsent or Marked as Sent. Unsent invoices are e...

Article author
By James Walker
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Adding a Payment to an invoice

What is the context? When managing invoices, it’s essential to record payments accurately. This ensures the system re...

Article author
By Tamsin Watson
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Emailing an invoice

What is the context? his article provides guidance on emailing invoices in Meddbase. Before an invoice can be emailed...

Article author
By Ryan
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Paying an invoice

What is the context? When managing invoices, it’s essential to record payments accurately. This ensures the system re...

Article author
By Tamsin Watson
  • Updated

Correcting invoices

What is the context? Invoices are a crucial part of financial record-keeping, but errors can occasionally occur. Whet...

Article author
By Tamsin Watson
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Invoice Grouping by Patient Account

What is the purpose of the article? The purpose of this article is to explain how to group invoices by account.   In...

Article author
By Ryan
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Viewing Invoices

What is the context? There are various ways to view invoices in Meddbase, depending on the context you require. What...

Article author
By Tamsin Watson
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Viewing invoices raised on behalf of a patient

What is the context? When a patient’s medical expenses are covered by an insurer or employer, invoices are generated ...

Article author
By Tamsin Watson
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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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Using one payment to pay off multiple invoices

What is the context? Payments made by clients or patients may often need to be applied to multiple outstanding invoic...

Article author
By Ryan
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Shortfall Payments

What is the context? There are situations where an invoice’s payment is shared between multiple parties. For example:...

Article author
By Danielle Bailey
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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 bi...

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