Billing
Line Items
We will take a closer look at the tab Performed service, namely:
Table of contents
- Functions
- Animal owner
- Package
- Other payer
- Positions
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1.Functions
This functions are for adding orders, looking for stock, serial number and if we have on-call duty we can charge duty.
| Add |
Opens window for adding orders to treatmen |
| Serial No. |
Opens a widow to select the serial number by animal. |
| Stock |
Opens window with available stock overview |
| Warehouse card |
Opens widow for warehouse card overview |
| Wareh. |
If defined in Document Types then it is automatically filled, but user can change it. If warehouse isn't defined on treatment document an error occurs when user wants to enter positions: |
| On -call duty |
This button increases the cost of visiting a veterinarian on duty.Increase only items that has item type "service".
If we treat an animal from a large practice, the program will take a percentage from the settings for large practices.
If we treat an animal from a small practice, the program will take a percentage from the settings forsmall practices.
If we treat animals in small and large practices, the program will take a higher percentage from the setting.
Settings are in administration panel.
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2. Animal Owner
Here information about animal owner is shown, that you choose on tab Owner/Animal Entry.
Fields:
| Full name |
Owner ID |
| Address |
Animal Owner's Address |
| Postal code |
Post number and city name |
3. Package
In case that we use package on treatment ( vaccination ) we can choose if we will charge treatment as package or not.
Fields:
| Package |
Package ID |
| Name |
Package Name |
| Qty. |
Quantity of packages |
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When we choose a package we click the button "Add" and the package will be added to the tab Billing. |
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If we selected the wrong package and did not put it on the billing tab, then we click the Cancle button and the package field is emptied and we can select a new one. |
4.Other payer
In case the payer of treatment is the other person or association then we can choose option "Other payer"
We choose a Subject who will pay for the services and an Invoice will be created for this chosen Subject.
5.Positions
This are lines on tab Performance services for entering the items.
| Line |
The consecutive number of the line. This number cannot be changed. |
| Note |
In this note is written automatically Manual, from Items , and we can write also our own note. |
| Item |
The ID of the issued item. Type the ID or choose it from the lookup list. In the Program Parameters, select which data the program will display in the lookup list when searching by ID.
Double-click this field to open the Items register to this item. This way you can quickly add a new item or view and edit data about an item.
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If the Only Active Items Can be Selected option has been selected in the Document Types settings only active Items will be shown in dropdown menu. |
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| Name |
The name of the item. Type the ID or choose it from the lookup list. An item can also be found and selected in the Name field - in this case the item's ID will be entered automatically. In the Program Parameters, select which data the program will display in the lookup list when searching by name.
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If the Only Active Items Can be Selected option has been selected in the Document Types settings only active Items will be shown in dropdown menu. |
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| Quantity |
The issued quantity of the item. The default quantity is 0! If the item is tracked by serial number, a window for inserting them is opened when the quantity is changed. If there isn't enough available stock on warehouse next error occurs: |
| Retail Price |
The price from the first price class, including VAT. If you want to operate with Retail price you have to:
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| Price |
The retail price (default value on the basis of price class for the customer from the Items register or the contract prices). The data can also be entered manually, and you can select the price from one of the four price ranges in the selection table.
For the specifics of the default retail prices with the use of separate calculations of sales price see Separate Sale Price Calculation by Warehouse.
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| Discount % |
The discount for line (the default value on the basis of the price class of the customer from the Items register or the contract prices). The data can also be entered manually or by setting the discount on the whole invoice (see Data on value). |
| VAT |
The tax rate . The default value is taken from the Items register or the Program Parameters. The tax rate can also be entered manually. |
| Value |
Shows value of position |
| Total amount |
Shows total amount of position |
| U/M |
shows unio of messurmetn for selected item |
| Department |
This field is filled in automatically if we have a department set on the user who logged in to the database. We can change this also manually. This departmen we set in contakts on the company.
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| Cost Ctr. |
In this field, we can choose the cost center from the dropdown. Automatically is filled Cost center which is entered on tab Owner/animal entry. If we set the Cost center on Item, then this one will be filed, because it has priority before the cost center entered on the Owner/animal tab. |