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...
- 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...
- Updated
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...
- Updated
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...
- Updated
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...
- Updated
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...
- Updated
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...
- Updated
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...
- Updated
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 ...
- Updated
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...
- Updated
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...
- Updated
Correcting invoices
This section explains how to correct invoices that have been incorrectly generated, paid or credited. Correcting uns...
- Updated
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...
- Updated
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...
- Updated
Viewing Invoices
There are various ways to view invoices: From the action menu of the company or patient home page, go to accounts. Al...
- Updated
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...
- Updated
Making advance payments
Making an advance payment within Meddbase can be achieved in one of two places. Firstly, if an appointment has alread...
- Updated
Refunding advance payments
Should you need to refund a patient’s advance payment, begin by first opening the payment. You can access payments fr...
- Updated
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...
- Updated
Shortfall Payments
Sometimes an invoice may not necessarily be paid by just one party. For example, the Patient may be liable for the fi...
- Updated
Viewing payments
To view the payments list, select 'Payment' in the right menu on the Accounts section. You can access this section by...
- Updated
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...
- Updated
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...
- Updated
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...
- Updated
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...
- Updated