Fees from multiple practitioners may be grouped in a single invoice. This is handy if you want to send only one invoice to a patient or paying organisation for all services taken, regardless of practitioner.
The process of grouping fees from multiple practitioners is done by merging invoice fees.
-
First, create an invoice or open an existing one. This serves as your destination invoice. (Note: The practitioner and location assigned to the invoice are set as the main invoice issuer.)
-
Under the Fees and Charges section, click the
merge icon. (You can also find a Merge Invoices button in the Invoice Settings.)
-
In the Merge Invoice Fees pop-up, select all the fees you wish to combine onto the current invoice. If you wish to combine fees from invoices that have already been paid, select All invoices. (Tip: Tick the top checkbox to select all the listed fees at once.)
-
Click Save. The selected fees are now added into the destination invoice.
The availability of invoice fees from multiple practitioners may differ depending on your user access settings and the fees' funder settings.
-
User access settings
Some users may not be able to perform actions relating to invoices with fees from multiple practitioners, due to their access level.
Action
Personal Access
Own records and others' contact *
Clinical Access *
Full Access
All Administrators
Can merge fees from multiple practitioners
Can view invoices with fees from multiple practitioners
* May be impacted by customised access settings such as Personal Finance and Clinic Restriction
- only if the user is the main practitioner billed on the invoice
-
Funder settings
The availability of fees that are allowed to be merged may also depend on the invoice merging preference is the fees' funder settings. To review this:
-
Click Finances > Fees, then click the Funders tab.
-
In the list, click the funder to open its settings.
-
Under Payment Details, for Invoice Merging, select your preference for which fees under this funder are allowed to be merged into an invoice.
-
Same practitioner / same clinic: Allow merging only for fees by the same practitioner from the same location (default)
-
Same practitioner / any clinic: Allow merging only for fees by the same practitioner from any location in your practice group
-
Any practitioner / same clinic: Allow merging only for fees by any practitioner but from the same location
-
Any practitioner / any clinic: Allow merging for fees by any practitioner from any location in your practice group
-
-
Click Save.
-
Updated