Creating Third Party Biller Invoices

Third (3rd) Party Invoices are used to invoice someone other than your client.  The details of the Third Party Biller need to be added into myPractice via System > Data Maintenance > Third Party Billers, once their information has been entered they will be available for selecting from the Bill to drop down list of within the invoicing area. Third Party Billers are highlighted green within the list to make it easier to identify those from a regular client.

 

Just like with Client Invoices - Third Party Invoices can be generated from either the appointment book or manually from within the Invoicing area.

 

Please click here to see the video on Creating an Invoice

 

 

 

Auto Generate Payment is turned off by default for 3rd Party Invoices.

 

Right click the appointment you wish to create an invoice for

 

Select 3rd Party Invoice as the Invoice Type to generate an invoice to bill someone other than your client. 

A drop down list of 3rd Party Billers will display with the default (if set) Third Party Biller for this client

Otherwise, select the Biller to invoice for the appointment.

 

 

Click OK

If there is an Open Invoice for the Current Third Party then the following dialog will display

 

Click Yes, or No as required

 

 

Clients Listed in the Select Invoice section will display the client who the invoice is being generated for.

 

To make any changes to the Invoice before Printing click the Edit button.

 

Once the 3rd Party Biller has made a payment you will need to receive this into the system.  See Payments for more information.