Invoicing, payments & financial reporting
Invoice numbering settings
To create an invoice number, go to [Settings] > [Invoicing] > [Number Templates]. Click on [+] to create a new number template. Fill in the fields and click [Create Template] to create the new numbering. At the bottom, you have an example of what ...
Invoice presets
Updating the configuration of the presets affects all colleagues in the practice. Presets automate and expedite the creation of invoices. Go to [Settings] > [Invoicing] > [Presets] and click [+]. (Create a new billing preset) Give the preset a title. ...
Create table views
Click on the [top right dropdown menu] and select the [⚙️ Manage columns] option. Click on [+] at the top right of the window that appears to create a new view. Choose a name for the view you want to create, for example, 'Personal view'. Also, ...
Modify email when sending invoice
If you want to send the invoice by email and select a different email template or add something extra to the accompanying email to the patient, use the 'Preview email' function. Within the invoicing panel, click the arrow at the bottom right and then ...
Customize table views
Click on the [top right dropdown menu] and select the [⚙️ Manage columns] option. To adjust a table view, click on the (pencil icon) behind the desired table view. At the top, adjust the view name if desired. Adjust the availability if you want this ...
Manage table views
Click on the [top right dropdown menu] and select the [⚙️ Manage columns] option. Manage the table views with the icons at the end. You can hide a view, modify it , copy it or delete it. With the [drag and drop icon] at the front, you can change the ...
Sending payment reminders
Compile a report Open the reports page with the [Euro button] on the left side of the window. Use advanced search to specify which colleagues you want to send a payment reminder to, set the payment status to "unpaid," and choose a period. Send mail ...
Send invoices in bulk
The number of emails you can send at once depends on your email provider. We recommend never sending more than 30 emails (invoices) simultaneously unless you are sure your email provider allows it. Check with your email provider for SMTP limits. ...
Create / edit an invoice template
Navigate to settings Go to settings, navigate to [Finance], then to [Invoicing], and finally click on [Document templates] to adjust the template. Modify an invoice template You can modify an existing template with the [] button next to the invoice ...
Upcoming appointment date on your invoice or communication
Add next appointment merge tag to your invoice You can read how to modify an invoice template in the article: Create / edit an invoice template When modifying the invoice template, you'll find the merge tag [Date of next appointment] under the ...
Create a personal report
Create custom report Click on the options button [] next to an existing report to start from there for your personal report. In the options, choose [Duplicate]. A report will be created with the same name as the base report, extended with "(copy)" at ...
Create an invoice
Crossuite provides some standard templates for invoice creation. It is also possible to create your own templates. You can create an invoice via calendar view or via a patient record. To create an invoice via the calendar view, click on the relevant ...