Generate invoices automatically based on tests you have performed
Once a specimen has been marked "collected" it is ready to be invoiced. Follow these steps to automatically generate invoices based on tests that you have performed.
Step 1. Create price schedules
- Create price schedules for all companies in your system: Set up your price schedule
Step 2. Generate invoices
- Click "Billing" from the main navigation.
- Click "Actions" and "Generate Invoices."
- A form will appear asking you specify certain criteria (eg which company to generate invoices for, or which date range to use). If you leave those fields blank the system will generate invoices for all companies and all dates. Click "Yes" to generate invoices.
- You will get an email summary after the process has been completed. If you get a warning message indicating that some "prices are missing" then you should go to the "Price Schedule" section and enter prices for these combinations.
Note: For each company you can configure whether the all tests are grouped together on a single invoice or whether each test is placed on its own invoice. The latter is useful if you accept payment from donors right when the specimen is collected. Otherwise, you will typically want to keep all tests on a single invoice, which is the default setup. You can configure this on a company-by-company basis on each company's Detail Page.
Check out the video tutorial for automatically generating invoices based on tests performed.