Invoicing & Payments
Articles relating to Invoicing and Payments in Meddbase.
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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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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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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