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Invoice an Insurer

Make a standard invoice for third party providers

Updated over a week ago

Make claiming easy for your clients by setting up third-party provider details. Prior to creating an invoice you will need to make sure you have an insurer invoice template and add an insurer.

In this article, we will discuss:


Creating the Insurer Invoice

1 . From the client's file, click on Invoicing then click on Create Invoice

2. Set the recipient to Insurer

3. Select Print Template, and fill out the Consultation Information section

4. Enter the billing information by typing out the item code and selecting the relevant service type


Apply payment to the Insurer Invoice

1. From your client's file, click Invoicing, click on Actions then Edit for the invoice you would like to apply a payment to

2. Click on the $ button or Payment \ Auto Assign

3. Select Payment Method > Insurer credit

4. Enter the payment details, then click OK, and finally click Update Invoice


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