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 / 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 ...
Online payment of treatment or invoice
In this article, you will read how to send an online payment request for a treatment to the patient. How to activate online payments for your practice read in this article: Mollie - Activating online payments Open the financial panel of your ...
Set/customise display of your report
The reports in your reporting are fully customisable. Set different views and select which should open by default. An export of a report is always exported as it is currently displayed To change and/or set views, open the reports page with the button ...
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 ...