Upgrade to Bp Premier Saffron, out mid January

Upgrade from any version now! Quick checklist | Upgrade from: Jade | SP1 | SP2 | SP3 | SP4

Find an invoice or cheque

If you know the number recorded in Bp Premier against a cheque or an invoice, you can search for and open the record without needing to search through the billing history screens. You can also mark a cheque as bounced from the Find a cheque screen.

NOTE  You will need to know the exact invoice or cheque number. You cannot search based on a partial number.

To find an invoice:

  1. From the main screen of Bp Premier, select Management > Find Invoice, or press Ctrl+F2. The Find Invoice screen will appear.
  2. Enter the invoice or voucher number and click Find. The Find Invoice screen will appear.
  3. The buttons along the top offer the same options to process invoices as the Patient Billing History or Account Holder History screens. See Process a payment for more information.
  4. Double-click the invoice to open the Account Details screen and view details of the account to be paid.

To find a cheque:

  1. From the main screen of Bp Premier, select Management > Find Cheque. The Find Cheque screen will appear.
  2. Enter the cheque number and click Find. The Find Cheque screen will appear.
  3. Click Mark as bounced to record a cheque as bounced. Invoices that have been paid by the cheque will be reversed to 'Unpaid'.