
	You are accessing documentation for myPractice version 4. Support for this version of myPractice has ended. This documentation is available for reference only.
	Please contact our support team on 1300 401 111 about upgrading to the latest version of BpAllied. View the latest (V7) documentation here.	Version 4

myPractice has been rebranded Bp Allied, a product of Best Practice Software.

Support is available Monday to Friday, 9am to 5pm AEST Version 4.18 Published 5 December 2019

Email: alliedsupport@bpsoftware.net Click Remote Support from within myPractice for assistance Phone: 1300 40 1111 (in Australia) or 0800 40 1111 (in New Zealand)

Creating a Manual Invoice

Sometimes it is not practical or appropriate to create an Invoice from the Appointment Book. In these cases the Invoice can be created manually from the Invoicing module.

Please click here to see the video on Creating an Invoice

From the Invoices module

Click New Invoice

The Add Invoice Item list displays

Select an Item from the drop down list by either typing in an Item Code, the first letters of the desciption in the filter field or scrolling down the list

If the Item being added is a Consultation Type then the corresponding appointment date needs to be selected from the Appointment Field

Click Add

The Item selected will be automatically inserted into the invoice along with the relevant price information.

Edit the Item Price or enter any Discounts required

To be able to edit the Item Price or enter a Discount the Allow Invoice Item Price Editing field needs to be ticked in System > Options > Invoices.

Adjust the Item Quantity if required.

To add an additional Item or appointment click Add New Item

Repeat the steps above.

Then complete the lower portion of the Invoice

Enter any notes to be printed on the Invoice in the Notes field

Enter any notes relating to the invoice but not for printing in the Private Notes field

Ensure the Location and Practitioner are set correctly

If Auto Generate Payment is turned on, your invoice will be receipted as well as Closed automatically when it is saved

Enter the Payment Method

Click on "Click to Split Invoice with a 3rd Party if a Split Invoice is required.

Enter the Payment Amount

If Auto Generate payment is NOT turned on then the payment details will update once payment has been received and is associated with the Invoice.

Invoice Created By shows which user first created the invoice. This cannot be changed.

By default your invoice will be left in a "Closed" state which means that no further appointments can be added to the invoice. Select Open if you wish to keep the invoice open to add further appointments at a later time.

Click Save to save the Invoice

The Invoice must be Saved before it can be Printed, Emailed or saved using the Preview options.

Choose the Invoice Template if the default template is not correct