Invoicing & Payments
Articles relating to Invoicing and Payments in Meddbase.
Opayo PI Integration
What is the Context of the article?Opayo is now trading under the name Elavon. This means their website, telephone, e...
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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 ...
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Meddbase Invoice Generation
What is the context? Meddbase allows invoice generation for all debtors manually or automatically. When the debtor o...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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Correcting invoices
What is the context? Invoices are a crucial part of financial record-keeping, but errors can occasionally occur. Whet...
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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...
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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...
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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 ...
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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...
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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...
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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:...
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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...
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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...
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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...
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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...
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