Set financial preferences

Payment Types

Use the arrow keys to order the payment types as they appear in the Payment screen.

You an also add a payment type from this section.

Discount Rounding

Sets the default for rounding discounts applied from the Payment screen.

Transactions (F8)

Sets the items to show by default on the Transactions screen. You can also apply filters from this screen. See Working with the Transaction History for more information.

Payments (F6)

Sets the behaviour of the Payment screen:

• Show transaction items — Show individual transaction items at bottom of screen.
• Expand last transaction — Automatically expand the last transaction shown.
• Show Quotes — Include quotes to show in the list of transactions for this patient.
• Show alert when COH available — Alert the Bp VIP.net operator when the patient has Credit on Hold available to use.

Show items for...

This setting controls how much description you want to include on an invoice or receipt.

When printing invoices and receipts from the Consultation, Payment, or Transaction History screens, include item descriptions as follows:

• Neither Credits nor Debits — Do not show item descriptions for both debits (invoice amounts due) and credits (payments against the invoice).
• Debits and Credits — Show item descriptions for both debits and credits.
• Debits only — Show item descriptions for debits only.
• Credits only — Show item descriptions for credits only.

TIP   If you select Debits and Credits, the invoice may supply too much detail and be unclear to the patient. Best Practice Software recommend starting with Debits only, which will only provide descriptions for the items charged to the customer in the consultation. Your practice can change this setting at any time if more or less detail is required.

Include item codes in item description

Print the item code also where the item description appears on the invoice or receipt.

Show Charges with Receipted amount (even if...)

Show paid charges with receipted amount even if the charge has been invoiced earlier.

Allow multiple providers per Invoice/Receipt

The default is to only allow one provider per invoice or receipt. Tick this checkbox to allow multiple providers on a single invoice or receipt. If you tick this option, you cannot print to invoice and receipt templates that use Provider lookup fields.

Show Refund Reason

Include Refund Reason if refunds are present on the invoice or receipt.

Update Personal Preferences

Update Bp VIP.net operator personal preferences with the changes made in this tab. You will be prompted to confirm.

Statement Separation

Sets how to print statements: 

• Print one combined statement of all providers and revenue accounts
• Print a separate statement for each revenue account
• Print a separate statement for each internal provider
• Print a separate statement for each unique provider and revenue account combination (for example print a statement for each provider under the 'General' revenue account, and a statement for each provider under a 'Specialist' revenue account).

If you selected Print one combined statement of all providers and revenue accounts, the following fields determine which provider and revenue account is printed on the combined statement:

Nominated Provider — Provider to use in the Provider lookup field used in the statement template.

Nominated Revenue — Revenue account to use in the Revenue lookup field used in the statement template.

If these fields are blank, the Provider and Revenue lookup fields printed on the invoice will default to the first provider and revenue account encountered when printing the statement.

When the statement is run, the user is prompted to Filter by Provider. Select a provider to run the statement for a specific provider, or leave blank to run the statement for all providers.

NOTE  The provider filter honours an operator's Provider group security policy. If the logged-in operator is not allowed to view the selected provider's transactions, a statement will not be created.

Don't print a statement where...

Specify the criteria for not printing a statement when a statement run is generated.

Collection Number

Archiving collection number for statements, if used.

Account Fees

Sets fees for printing statements, if any customers are charged account fees.

The overdue statement fee gets added

Sets the criteria for charging an overdue statement fee, if any customers are charged account fees.

Overdue period definitions

Set the overdue periods for up to three notices.

Statement Messages for Overdue Balances

Default statement message for up to three overdue period notices.

Services

Sets GST calculation for services.

Materials

Sets GST calculation for materials.

Prosthesis

Sets GST calculation for prosthetics.

Update All

Updates all Bp VIP.net instances of GST calculated for services, materials, or prostheses. Bp VIP.net will prompt for you to confirm the action.