Invoice templates can only be customised by Best Practice Software. We can create Client, Third party or Medicare templates as well as other specific Invoice templates if required.
What can we include in the Invoice template?
- Your logo, ABN, address and contact details
- The Client's address
- The Third Party Biller's address
- The Referrer's details including name, address, Provider Number and referral date
- The Practitioner's name and qualifications
- The Practitioner's provider number(s) - this is independent of the client's health fund
- The Client's date of birth, Medicare number and expiry
- Invoice Notes
- Invoice Date - can be formatted as 16/01/2012 or 16th January 2012
- Appointment date
- Product / Service Item Code, Short or Long description, Quantity, Price, GST Amount, Discount amount, Total
- Next Appointment date
- Payment Due Date
- Bank payment details - either the business or an individuals
- Any text as required, e.g. payment terms,
- Amount owning (after payment has been made).
What can't we include?
- Client Consultation / History details
- Client phone or email address
- Ethnicity, Gender or martial Status (relevant if people are using this field for some other purpose)
- Custom fields added into Client details.
Customising the Payment (Receipt) Template
The Payment template is much more limited in flexibility and can only include the following:
- Your Logo, ABN and address details
- Payment No and Date
- Invoice No
- Payment Amount
- Client name
- User receiving payment
- Referral Date and Referrer Provider Number and Name.
Customising the Quote Template
The Quote template is limited in flexibility and can be amended to include:
- Your logo, ABN and practice details
- The Quote Date and Number can be moved
- The name of the quote can be edited.
We recommend that the disclaimer stay, because a Health Fund can change the rebate for an item at any time.
The content of the grid and the totals available can’t be changed.
What to send us to enable us to customise your Invoice templates
A Microsoft Word document, RTF document, or a scanned image of your required invoice layout is helpful and usually allows us to complete the template with few adjustments. An image can be based on your current invoice or an invoice already in Bp Allied. Also include the following, if relevant:
- Font names and font sizes
- You logo as an image file - .PNG, .JPG or .GIF are preferred
- The size of the logo on the Invoice
- Details of the fields to include and where they are located
If an item needs to be in a specific location to fit into a window envelope, also include:
- Details of any text to include and it's location
- Anything else that maybe relevant.
Where to send your invoice requirements to
Send your email to alliedsupport@bpsoftware.net
Does it cost anything?
Cost depends on complexity.
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