Version 6 Published 18 May 2020 Bp Allied Support is available Monday to Friday, 9am to 5pm AEST

Email: alliedsupport@bpsoftware.net Click Remote Support from within Bp Allied for assistance

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

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.

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

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

Click Save to save any changes.

If the Invoice is final then change the Status to Awating Payment. This makes the Invoice read-only and the items invoiced can not be changed without changing the Status back to Draft. If it is left as Draft then it can still be added to as required.

Click Add Payment, if appropriate

An Invoice can be printed, previewed via the Print button options or emailed from here. The Reprint Voucher button will only display for an Invoice that has had a Bulk Bill or DVA claim lodged.