Facturatie & Dagelijkse handelingen
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 ...
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 ...
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 ...
Financial administration at appointment level [Schedule Package].
The financial administration at appointment level is only available for users with a Schedule package. Through the appointment from the calendar, it is possible to immediately arrange financial administration. This means you can handle payments, ...