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
Managing Quotes
There are several functions available for managing quotes and whether a client is going to accept and act on a quote. These functions are:
Linking a quote and an appointment – this enables a right mouse Go to Quote option
Unlinking a quote and an appointment
Managing Quotes report – reviews the available quotes and whether there is an appointment booking attached to it. This means that a claim can be kept as a quote rather than converted into an Invoice against a client. Quotes are not included in any outstanding balances against the client.
Converting Quote to an Invoice
Linking a Quote to an appointment
These are created in two ways, either:
Right click on an appointment and click Create Quote and create a quote using the method described in Creating a HealthPoint Quote
Or, after the Quote is made, right click on the relevant appointment and click Link to Quote
Link to Quote menu option rules:
If there is only one quote where the Item Codes match, then the link is automatically updated. This changes two things:
Appt Date on the Quote equals the appointment selected
Invoice Status = Booked
If there is more than one quote, then a selection screen is displayed, with the matching quote selected and highlighted in GREEN
If that is correct, select Link to Quote
Appt Date on the Quote equals the appointment selected
Invoice Status = Booked
If there is more than one quote and no matching quote selected then a list of available Quotes is displayed.
The correct quote can be selected from the list. If none of the items on the quote match the appointment item, then the selected quote will highlight RED.
If that is correct, select Link to Quote. This will add the Appointment Item to the Quote
Appt Date on the Quote equals the appointment selected
Invoice Status = Booked
Once linked, the Quote can be opened from the appointment by using the right mouse menu and selecting Go to Quote.
Unlinking a Quote
To unlink a quote
Right click on the relevant appointment
Click Unlink Quote.
This will update the Invoice Status to Draft and remove the appointment dates.
Voiding or Deleting a Quote
A quote can be voided or deleted in the same way that an invoice can.
