Phone: For support in Australia, call 1300 401 111 and select option 3 for Bp Allied. Next, select option 1 for Support or Option 3 for Training. For support in New Zealand call 0800 401 111 and select option 3 for Bp Allied. Next, select option 1 for Support or Option 3 for Training
Customisation of Invoice Templates
At this time Invoice templates can only be customised by Bp Allied staff. We can create Client, Third party or Medicare templates as well as other specific Invoice templates if required
Enabling Bp Allied customers to customise their own templates is in the planning phase for future development. No release date is available at this time.
What can we include in the Invoice template?
Your logo, ABN, address and contact details
The Client's address
The Third Party Billers address
The Referrers details including name, address, Provider Number and referral date
The Practitioners name and qualifications
The Practitioners 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 it's 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 its’ 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 as 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 picture says a thousand words! So, an MSWord document or a scanned image of your required invoice layout is incredibly helpful and usually allows us to complete the template with few adjustments. This image can be based on your current invoice or an invoice already in Bp Allied. In addition to this it is also helpful to 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
For example: if this needs to be in a specific location to fit into a window envelope then please let us know
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
How long does it take?
Our aim is to get your customised template(s) back to you within 3 to 5 working days. We will let you know if it is going to take longer than this.
Does it cost anything?
This is a free service for those with a current Software Assurance plan. For those customers without Software Assurance we will customise your templates for a fee.
