What is It?
WriteUpp provides a very simple mechanism to:
- Create Invoices for both appointments and expenses
- Keep Track of Paid and Unpaid Invoices
- Maintain a Record of Bad Debts
- Pinpoint appointments that have not yet been invoiced
Why Use Invoicing?
- Maintain high quality financial records
- Stay on top of cash-flow
- Reduce Paperwork
1. Go to Settings -> General and expand the "Invoicing Section"
This is useful if you want your Invoices to start at a certain number. This only affects Invoices created going forward. The value must be greater than the current maximum Invoice number.
NOTE: Once an Invoice number has been set, you cannot go below this and revert to a smaller number. Please ensure you do this with care.
This allows you to specify information that will appear at the bottom of all your Invoices e.g. Payment Details. This uses the same HTML editor as you will find in other parts of WriteUpp, so you can format any text as you wish and even insert images.
NOTE: We know that HTML editors can be tricky, so if you're having trouble formatting the footer as you would like, please contact us at firstname.lastname@example.org, and we can help.
2. Go to Settings -> Organisation
Your Invoices will automatically pull through information about your site, so you must make sure these are correct.
- Go to Settings -> Organisation
- Ensure all of your Practice details are correct (i.e. Address, Postcode, Phone) - if you have multi-locations switched on, ensure the details of your default site are the ones you wish to appear on the Invoice
- Your Practice Logo will be automatically pulled through to, so click "Choose file" and select it from your PC
- Click the Upload button
- When you are finished, click Save
3. Go to Settings -> Scheduling
Pricing and Appointment Types
Different Appointment Types that you are going to charge for can be configured to have different prices that will automatically pull through onto your Invoice (but these can me manually altered).
- Go to Settings -> Scheduling
- Expand the "Appointment Types" section (this should be open as a default)
- Ensure that you have added all of the Appointment Types you wish to charge for, along with the correct prices
- Want to add new Types? Read the "How do I add an Appointment Type?" Article
Setting up different Appointment Statuses can help you to specify whether clients have attended or not, and help you to ensure that you Invoice only for the correct treatments.
- Go to Settings -> Scheduling
- Expand the "Appointment Statuses" section
- Ensure that you have added all of the Appointment Statuses you wish to charge for (i.e. Booked, Complete), alongside ones that you don't (i.e. Cancelled)
- Any Statuses that are an End Status that indicates the Patient has not Attended (i.e. DNA) will not appear on an Invoice
- If you wish to charge for these missed Appointments, you need to create an Appointment which is an End Status, but is set to Patient Attending
- Want to add new Types? Read the "How do I add an Appointment Status?" Article
4. Go to Settings -> Third Parties
If you wish to invoice organisations other than the Patient (i.e. Insurers, Medico-Legal etc), then you need to set them up as Third Parties so their information can automatically be pulled through to Invoices.
5. Go to Custom Fields -> Payment Types
When you mark an Invoice as "Paid", you have the option to specify a number of different Payment Types i.e. Cash, Card, Paypal. To add new ones:
- Click on your name drop down menu and go to Custom Fields --> Payment Types
- Click on the "+Add" button and a section will expand below
- Enter a Payment Type (i.e. Direct Debit)
- Click the "Save Payment Type" button
Creating an Invoice
Once you have completed the Setup you are good to go.
To create an Invoice for a Patient:
- Click on the "Create" button and select Invoice
- You will see a list of Appointments that you have not yet invoiced for that Patient, so tick the ones you want to include
- Optional - Update the statuses of any of the appointments listed that are not at "end statuses" i.e. Appointment Complete, DNA, UTA etc. Changes made here will be reflected in the Diary and Clinic List.
- Include any expenses that you have previously logged for the client (if any)
- Add any extra expenses that you wish to include on the Invoice by clicking on the Add Expense button (if any)
- Once you are satisfied with the Appointments Expenses, click on the "Generate Invoice" button
- Modify any information on the Invoice Details page, including: Invoice Number, Reference, Invoice Date, Patient Details, Invoice To Details, Descriptions and Price
- From the "Payable by" drop-down list, select either:
- Patient: This will automatically input the Patients Details
- Other: Will allow you to input the details in free text
- Third Parties: If any Third Parties have been added to the Patient Record, you will be able to select these here
- Once you and complete, click on the Save Invoice button
- You will then be taken to the finalised Invoice page, were you can print it or mark the Invoice as Paid
"Video - Creating an Invoice"
Your generated Invoice will then look like this:
Top Left: The Payee's Name, Address, City and Postcode, as either the Patient's details (as pulled from the Patient Record), Third Party details or Other manually entered details
Top Right: Invoice Number, Reference and Date
Bottom Left: Patient Details
Bottom: Your Invoice Footer details
Emailing an Invoice
Once you have created an Invoice for a Patient, you can email it directly to them. You will see three small icons at the bottom of a generated Invoice, with the small envelope one to the left being the email option. This will only appear if:
- The Invoice is Payable by the Patient, and they have an email address saved to their Patient Record
- The Invoice is Payable by a Third Party, and this organisation has an email address saved to it's entry
Clicking on the email icon will send the email directly as a PDF attachment to the specified recipient.
Alternatively, you can click on the Print icon, print the Invoice to a PDF and send it through your usual email client.
As part of the Business Views, the Finance section lets you see all Unpaid Invoices, Paid Invoices, and any Non-invoiced Appointments.
You can access these by clicking the Business Views button in the top toolbar and selecting "Finance".
Patient Summary - Account
To view Paid and Unpaid Invoices for specific Patients, go to their Patient Summary and click on the "Account" tab.
Recording Payment of Invoices
Using the Payment Types you configured earlier, you can record Payments for Invoices. Select an Invoice, and then follow the steps in the "How do you mark an Invoice as Paid?" Article.
To comply with audit requirements, it is not possible to amend an Invoice once it has been marked as PAID.
If an invoice is incorrect (prior to payment) you can delete it and start again.
To delete an Invoice, open it up and click on the trash icon at the bottom right hand side of the page.
Once an invoice have been marked as "paid" the appointments included on the invoice can no longer be amended or deleted. Again, this is to ensure that your diary records match up with your financial records in the event of an audit.
Need More Help?
We understand that not everything is black and white, so if you need some help, click "Submit A Request" ticket and one of our team will help you out as soon as possible.