This article explains how to use the general accounts screen to view and pay accounts in Bp Omni.
The General accounts screen shows the history of invoices and payments for all patients or clients, individuals and organisations.
What do different transaction types mean?
See the table below for transaction types and related workflows in Bp Omni.
|
Transaction Type |
Icon |
Tooltip |
Definition |
|---|---|---|---|
|
Invoice |
|
Paid |
The Invoice has been fully paid. |
|
|
|
Owing |
The invoice has monies owing. |
|
|
|
Adjusted |
The invoice has been adjusted after creation. |
|
|
|
Written-off |
The invoice has been written off. |
|
|
|
Credited |
The invoice has been credited. Most commonly this occurs when crediting an already Paid invoice which will allocate the credit back to the patient's account. Learn more from the article about Credits. |
|
|
|
Cancelled |
The invoice has been cancelled. |
|
Payment |
|
Allocated |
The payment has been allocated to an item or invoice. |
|
|
|
Available |
The account in question has a payment which is available to be allocated to an invoice. |
|
|
|
Cancelled |
The payment has been cancelled. |
|
Write off |
|
Written-off |
A service or item cost has been written off. |
|
Credit note |
|
Allocated |
The credit on this account has been allocated to an item or invoice. |
|
|
|
Available |
A credit on this account is available to allocate. |
|
Refund |
|
Refunded |
The item or service refunded. Refunds can be created for paid invoices, partial or full payments and credit notes. Learn more from the article on Refunds. |
Access and use the General accounts screen
To access the General accounts screen, select Finance > General accounts from the menu bar.
Search for payments and invoices using the patient or client's name, or the payment or invoice number.
The general accounts list can be filtered by status, types, provider or date.
- Click on the payment or invoice number in the Transaction column to view the payment or invoice.
- Click the name in the Billed to column to view all accounts for the person or organisation.
- Click the plus button in the top-right corner to create a New invoice or New payment.
Manage Accounts
Accounts for a patient, individual or organisation can be accessed by selecting the hyperlinked blue text name in the Billed to column of the General accounts tab.
- Use the switch Expand all rows to show or hide invoice item lines.
-
Click the plus
button to create a new invoice, payment or statement.
-
Click the ellipses
button to print a PDF of the transaction, view related transactions, or to make a payment.
Related topics
Last updated 17 June 2024
AU 